CRC sets Bt1.6b capex for 2024-27 to expand Tops supermarket, to become largest supermarket in the country with >1,000 branches. Comment: Step aside IVL, there’s a new cookie munster in town. NSL maintains 19% FY24 revenue growth target from Bt4.8b last year after logged Bt2.76b in 1H, 3 key businesses (fresh bake bakery & foods, […]
Read More →Notable Transactions Buy(s) THB 184 mn Sell(s) THB 146 mn
Read More →BBGI: BCP raised holding by 0.0021% to 45.0014% on Mar 7. COCOCO allots Bt1.5b capex to expand production capacity of coconut juice, plant-based foods & pet food, firms on Bt6.6b FY24 revenue target, eyes Bt10b by end of FY26. DELTA sets $500-1,000m capex over 5-year, with $500m to be spent in TH and India on […]
Read More →Notable Transactions Buy(s) THB 96 mn Sell(s) THB 418 mn
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →Ascend Money, a digital payment and financial service unicorn of CP Group’s online business arm Ascend Group, has set its sights on becoming a top three player in the segment within Asean and is looking to expand its foothold in South Asia. Comment: They will look to go public at one point. BGRIM to enter […]
Read More →AAV to issue 8,000m new share @ Bt1.75, offering 5,028m share in PP, 1,714m share RO, and 1,257m share for CB conversion, shareholder meeting Nov 26. Comment: Finally a real recap with one of the airlines here! There will be a trading opportunity at one point. AOT sees advance booking for landing/takeoff slots tick up […]
Read More →AAV: local fund, KASSET, raised holding by 0.2642% to 5.0528% of total outstanding on Tuesday. Comment: I still wonder about who this mysterious saviour investor is to AAV. ATTA said a spike in new cases in Thailand and other Asian countries is leaving little hope of reviving the short-haul market this year despite the country […]
Read More →BCP joins with 10 partners to set up Carbon Markets Club for carbon trading to help reduce green house effect. Comment: A new oligopoly is being formed in order to create the pricing for carbon in Thailand, smart move. IMH said listed firms and private co have expressed interests in getting its Sinopharm vaccine services, […]
Read More →AH inked deal MG to expand downstream to dealership biz, sees opportunities from PHEV & EV transition, eyes 20% revenue growth target. Comment: The shift to EV etc has zero impact on the business of companies such as AH, as they don’t manufacture engine parts… AUCT teams up BAM to host NPA auction on Jun […]
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