Commerce Min reported Dec total exports +8.7% yoy to $24.8b, marking 6 consecutive months of expansion, key products included rubber, casava products, fresh & processed chicken & fresh & processed fruits. Industrial exports in Dec also climbed for 9-th consecutive month, +11.1% yoy to $20.2b, key contributors included gems & jewellery, computer & components, air […]
Read More →IMPACT reported 90% completion of Sky Entrance project, scheduled to finish in Feb, aligning with anticipated opening of Pink line skytrain extension in May-June 2025, expects significant traffic increase from transport integration, attract more exhibitors & visitors to exhibition center. Comment: I was just there, it is nearly finished, and they are definitely going to […]
Read More →KCE acquires KCE Printed Circuit Boards Gmbh (KCED), a distributor of PCB in Germany & Europe for EUR 10.65m (Bt 380m), aims to manage selling price, revamp logistic & admin to enhance effective operation & reduce costs, facilitating direct communication with customers, transaction to complete by end of March Comment: This reads like a left […]
Read More →CHAYO forms 49:51 jv with Wealth Fund Co., to develop platform for loan issuance (both secured & unsecured) under brand Maitri Money, seeks to diversify revenue sources from distressed asset management to lending business. Comment: Again? Another company going into the lending business again? Fine…why not….I don’t see how CHAYO will do well, other than […]
Read More →MINT inked deal with Sichuan Dexinhousheng Enterprise Management to develop 111-key Anantara Xiling Snow Mountain Chengdu Resort, the 3rd resort to launch in China under Anantara brand aft Anantara Guiyang & Anantara Xishuangbanna, target cod Oct 2025. Comment: They’re just impressive in their ability, despite balance sheet issues, to continue growing and growing. Now what […]
Read More →And inline with Thailand’s usual underperformance the market is back to being an awful performer. Though with CNY coming up, lots of folks are going to be looking at their fortunes for the next cycle. Let’s see how this influences investments…(un)surprisingly oddly it does matter in Asia. Perhaps after this period of margin call fears […]
Read More →Notable Transactions Buy(s) THB 330 mn Sell(s) THB 24 mn
Read More →Week 13/01 – 17/01 Company acv.vn, baf.vn, dgw.vn, kbc.vn, pet.vn, pvs.vn, ree.vn, tpb.vn, vcb.vn, vic.vn, vnm.vn, vtp.vn ACV VN: The Nghe An Provincial People’s Committee has approved leasing over 5.97 hectares of land to ACV for the expansion and renovation of the aircraft parking area at Vinh International Airport with total investment value at over […]
Read More →AURA upbeats 1Q earnings from robust sales of gold jewellery ahead of CNY, expects positive momentum continue thru valentines in Feb, sees growth from gold for cash biz as banks stringent on credit approval. Comment: It’s the financing arm of AURA that is fantastic…. BANPU anticipates solid 1Q supported by strong natural gas price, keeps […]
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