COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
Read More →IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]
Read More →Driving Digital Transformation: BE8’s Journey to Industry Leadership CEO Apisek Tewinpagti shares how BE8 became Thailand’s digital transformation leader through innovation, strategic growth, and a customer-centric approach. Since its founding, Beryl 8 Plus Public Company Limited (BE8) has grown from a niche CRM provider into a powerhouse in digital transformation. Under the leadership of CEO […]
Read More →ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →Notable Transactions Companies are still in silent period mode as earnings season is still ongoing… Buy(s) THB 29mn Sell(s) THB 0.1 mn
Read More →BCP board approves plan to tender for the remaining 631.859m share of BSRC via share swap, 6.5 to 1 new BCP share, before delisting. From yesterday closing price at Bt4.94 and Bt36.5 for BSRC and BCP, the former looks cheap. Comment: Well that’s interesting…. SC to rebrand and diversify into non-property business next year, as […]
Read More →AAI sees no impact from trade war, will add new pet foods products in line up, eyes Bt6.5b FY25 revenue target. Comment: Trump is going to save the pets in america, I’m not worried about tariffs for this industry “They’re eating the dogs, they’re eating the cats…” ILINK signed power distribution improvement project with Provincial […]
Read More →IMPACT: sky entrance & pink line monorail feeder to conventional center on track to cod in May, expect traffic & OCC rate jump in fiscal yr 2025 (start Apr 25). Comment: It’ll benefit more them more than the market is forecasting. MINT targets high single digit revenue growth supported by existing hotels network, tailwind from […]
Read More →I can’t think of a better picture for the Thai market at the moment. At the end of the day, all of these names have fallen or are falling for valid fundamental reasons. CPAXT and CPALL due to the potential investment into Seven & I and the potential stress on their respective balance sheets. OSP […]
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