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 […]
Read More →EPG expects heat insulation sales pick up from surged demand from industrial sector and commercial vehicle from the US on the back of Trump’s America First policy, eyes 8-10% FY25 revenue growth target, margins 30-33%. Comment: Who cares about EPG…..perhaps on the next company visit they’ll talk about even more patents that have been filed. […]
Read More →In an exclusive interview, TQM Alpha’s leadership outlines the company’s transformation, investment strategy, and vision for the future as it expands its reach and diversifies its portfolio in the Thai insurance market. Founded over 71 years ago, TQM Alpha has grown from a small family-run business in Bangkok’s Chinatown to Thailand’s leading insurance broker. The […]
Read More →ATP30 anticipates wider margin yoy after replaced shuttle fleets to EV, mulls adding 35 units this year from current 13 e-bus, firms on 10% FY24 revenue growth target. INSET’s in the midst of submitting 2-3 bids for data center construction, hoping to secure continuous projects from large clients over 5-10 years, eyes infra and telco […]
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