Category: Updates

Updates

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Stocks in the news (ace, cpaxt, ktc) 28.03.25

ACE won e-bidding to develop & operate 2 municipal solid waste power plants (9.9mw & 8mw) under 25 years PPA, lifts total to 9 projects in portfolio with total installed capacity of 80.3 mw. CPAXT: cod-ed Makro Ban Bung, its 8th store in Chonburi province to capture growth from industrial estates, diverse customer base of […]

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Stocks in the news (aav, bki, lh, top, pttgc) 27.03.25

AAV said overall Chinese arrivals this year will be closer to 6m, after only ~1.5m recorded in 1Q, and vs TAT’s target of 8m, urging Government to deal with sluggish Chinese market. Comment: Still not bad given the situation. BKI target FY25 insurance premium +8% yoy to Bt34.2b (motor Bt14.7b & non-motor Bt19.5b), in talks […]

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Stocks in the news (aav, amata, ckp, egco) 26.03.25

AAV will add 3 direct routes from BKK (SIA) from Jul 1 to Narathiwat south bordering Malaysia, Surat Thani (mainland port town depart for Samui Island) and Buriram. AMATA sets FY25 industrial land sales target at 3500 rai or 1,400 acres, +15% yoy, 50% out of 8,400 acres backlog scheduled to transfer this year, ensuring […]

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Stocks in the news (bcp, bgrim, lts, siri, sis, xo) 25.03.25

Alpha Chartered Energy emerged as #4 top holder in BCP at 7.1426%, after buying 4.5687% or 62.9m shares from Capital Asia Investments on Mar 19. Comment: Yeah they’re just swapping shares amongst the same people – there’s a funny money game going on here. BGRIM reports cod-ed of 14mw solar project in Japan on Mar […]

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Stocks in the news (cpn, gable, jpark, psl, sawad, ttb, true) 24.03.25

CPN sets Bt120b capex over next 5 years to invest in new malls in BKK, Nonthaburi & Khon Kaen, will cod Market Place Theparak community mall on Mar 28, followed by Central Park & Central Park offices in Aug and Central Krabi in Oct, revamp malls are set to open later this year including Central […]

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Stocks in the news (aot, ba, cpf, sccc) 19.03.25

AOT recorded 11.1m travelers @ its 6 airports in Feb, +4% yoy. Foreign tourist arrivals -0.4% in the week ended Mar 16, with 8.3m total YTD, +3.9% yoy. Comment: There is zero issue with tourism to Thailand…and just wait until there’s more capacity available…the issue for AOT is the link to King Power whom hasn’t […]

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Stocks in the news (awc, bem, bh, gunkul, sisb) 18.03.25

AWC sets Bt300b total assets target in 5 yrs, from Bt198.7b end last year, sees new record high revenue this year from 75% OCC rate from 72% last year. Comment: This can’t all from the family’s personal asset portfolio…can it? BOI approved investment applications worth Bt200b, led by BEM’s Bt109b mass transit line and three […]

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