ThaiCapitalist Commentary
Country Company/Financials hvn.vn, kbc.vn, mbb.vn, nkg.vn, vpb.vn,HVN VN: plans to invest nearly VND93,000 bn to buy 50 narrow-body aircraft, with VCB signing an MOU to arrange financing from 2026 to 2032. Comment: Boeing! KBC VN: announces investment in Phu Binh Industrial Park (675 ha, Thai Nguyen) with updated capital of over VND11,492 bn (+VND2,534 bn […]
Read More →AAI said sales expands by 10-15% in 1Q as importers stocking up ahead of US tariffs, sees growth momentum in April. Comment: And are they implying that 2Q will be absolute dog$hit? SAV announced buyback, up to 12.8m shares (2% of paid-up) under Bt180m budget starting from May 1 till Oct 31. Comment: Another buyback […]
Read More →GFPT is expected to report meaningful turnaround driven by margin expansion as feed mill costs significantly drop (corn & soymeal), healthy chicken exports sales vol & selling price, higher profit sharing from jv unit GFPT Nichirei (GFN) and McKey Food services. Comment: No surprises…usually 3-5 year story..I’ve whispered it enough times :p MASTER to open […]
Read More →AOT will start the search for a new CEO as incumbent Kerati Kijmanawat has submitted his resignation, effective April 24, citing personal reasons. Comment: Mr. T & friends want their folks in charge so they can handle kickbacks…I mean .. this is what a little birdy said .. I mean .. I am of the […]
Read More →BKA: home renovation services & second-hand home agent, Bangkok Asset Intergroup, debut IPO 60m shares at Bt1.8 apiece, Beyond Securities leads. Comment: Could the IPO fever come back? This one popped well and held the price. CPF acquires 23.8% of C.P. Pokphand (CPP) for $1.1b from Itochu, lifts holding to 100% of the holding co., […]
Read More →AGE sees no impact from coal sale target this year at Bt13b, from Bt17b overall revenue target, solid EVs business, sales’ expected to reach Bt2b this yr, while plan to transform into holding co to finish early next year. Comment: “No impact to coal sales” I believe I read somewhere that every form of energy […]
Read More →We’re still in Trumpy territory (amazing how quickly people’s memory has moved on away from the Earthquake, or perhaps it’s just me…) Regarding trumpy’s tariff’s – I look to the same playbook we saw back in his first term, ignore the media, it’ll most likely be one by one each tariff per country comes down […]
Read More →A short week during the songkran holidays. Nothing of note..
Read More →Company/Financials bid.vn, dig.vn, dpm.vn, kdh.vn, nvl.vn, pdr.vn, pnj.vn, stb.vn, BID VN: signed with IMG a comprehensive cooperation agreement for 2025–2030. The partnership aims to leverage each side’s strengths to enhance the value of IMG’s real estate and industrial projects, with BID providing banking services and funding support. DIG VN: Mr. Nguyen Hung Cuong, Chairman of […]
Read More →