BAM: ARI-AMC, a venture company between Government Saving Bank & BAM will buy first lot of distressed assets in 4Q, target unsecured loan at 1st phase, 2nd jv with KBANK is under way, expects to get license from BOT by end of year. Comment: This is going to be a multi-year process, it makes zero […]
Read More →The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]
Read More →Notable Transactions Buy(s) THB 141 mn Sell(s) THB 122 mn
Read More →ASW reported 9M residential sales +24% yoy above Bt14.5b account for 82% of Bt17.8b FY target thanks to well diverse portfolio between leisure condo in tourist town, campus condo and SDH project, will launch Bt5b project 47 storey 606 units, Aquarous Jomtien Pattaya, in 4Q BAFS keeps 5b ltrs FY jet refueling volume target, expects […]
Read More →CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →Yup, I’m back to doing Company Interviews, enjoy 🙂 Tanachira PLC evolves from a Kate Spade partnership into a multi-brand lifestyle retail powerhouse, managing diverse brands like Marimekko, Pandora, and Gordon Ramsay restaurants across Asia-Pacific, with a focus on creating meaningful customer experiences and sustainable growth. What is the History of Tanachira Tanachira PLC’s history begins […]
Read More →BGC sees 3Q turnaround on jump start bottles & containers restocking ahead of holiday season, recovery consumption on the back of cash handout stimulus, lower energy costs and soda ash price boost margin. Comment: Up and down….at the end of the day there isn’t much overall volume growth in the industry. CPAXT will relist under […]
Read More →AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]
Read More →AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
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