KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB. Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed. MINT said Paris Olympic game has boosted its European hotel bookings […]

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CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI. Comment: It’s going to be better than you expect…. BYD’s chairman said heard about report that EA’s selling TSB to raise fund […]

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Ailing EA, which has been under investigation over alleged fraud involving former executives, has rescheduled payment of 2 of its tranches of short-term B/E due to tight liquidity, forcing to sell Thai Smile Bus (TSB) to raise liquidity. Comment: La la la la, it’s a POS, it’s going under, who’s going to save it? BJC […]

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Kasemrad Plastic Surgery (KPS), a unit of BCH, said its collaboration with Korean College of Cosmetic Surgery and Medicine (KCCS) will elevate the standards of cosmetic surgery in TH, involving knowledge exchange and training. It sets Bt200m capex for 2 new centers and 3 surgery Comment: Oh thailand, you fake beauty. JPARK to sign more […]

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BBL reports Bt11.81b 2Q24 Net profit, +4.5% yoy, on rise in net interest income from rising yields on earnings assets and growth in business loans, beats Bt10.77b consensus. BBL signed MOU with BEM to provide project funding for Bt139b orange line MRT project. Comment: Oh You’re saying that focusing on the core business and not […]

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BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]

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ACE signed 20mw community solar PPA with Provincial Electricity Authority (PEA), scheduled to cod in 2027. Comment: All these clown ESG renewable stocks that sucked the cash out of our pockets are declining rather rapidly… AQUA’s subsidiary, TCDC, signed a 7 years warehouse lease contract with Unilever, expects to generate Bt1.672b income stream during contract. […]

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