ThaiCapitalist research
Week 24/02 – 28/02 Company baf.vn, ctd.vn, dbd.vn, dpm.vn, gex.vn, gvr.vn, hdg.vn, shb.vn, tms.vn, vcb.vn, vic.vn, vrg.vn, BAF VN: plans to establish three wholly owned subsidiaries in Tay Ninh with a total investment of VND760 bn, including BAF Tay Ninh 1, BAF Tay Ninh 2 (with capital of VND340 bn in each) and BAF Tay […]
Read More →AP targets 12% FY25 revenue growth to Bt52.9b, supported by Bt41.62b outstanding backlog, 4 condos worth Bt10.4b (75-80% sold) scheduled to complete this year fuel earnings, sets FY25 launch plan at 42 residential projects total Bt65b (15 SDH, 18 townhome & 6 condos), pays Bt0.6 dps XD May 7. AWC plans to double its assets […]
Read More →CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate. Comment: That led to a pump yesterday… KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain […]
Read More →COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
Read More →IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]
Read More →Driving Digital Transformation: BE8’s Journey to Industry Leadership CEO Apisek Tewinpagti shares how BE8 became Thailand’s digital transformation leader through innovation, strategic growth, and a customer-centric approach. Since its founding, Beryl 8 Plus Public Company Limited (BE8) has grown from a niche CRM provider into a powerhouse in digital transformation. Under the leadership of CEO […]
Read More →ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →Notable Transactions Companies are still in silent period mode as earnings season is still ongoing… Buy(s) THB 29mn Sell(s) THB 0.1 mn
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