DELTA’s 1Q25 earnings topped, Bt5.49b NP, +27% yoy, vs Bt5.33b estimate, rev Bt42.74b, +13% yoy, vs Bt41.48b estimate, robust growth attributed to accelerating investment trends in AI teaches, alongside ongoing advancements in digital techs and high-performance computing capabilities. Comment: Still knocking it out of the park – I’m just impressed… GLOBAL rpted Bt622m, 1Q25 NP, […]
Read More →Two interesting matters on the technical side of the markets, one DELTA is now going to capped at 10% – which would be amusing if the sector rallies again but the SET is going to be flat because of DELTA being capped; two – LTF selling is done for now as this the period where […]
Read More →What a boring week. Notable Transactions Buy(s) Sell(s) THB
Read More →Country Company/Financials hvn.vn, kbc.vn, mbb.vn, nkg.vn, vpb.vn,HVN VN: plans to invest nearly VND93,000 bn to buy 50 narrow-body aircraft, with VCB signing an MOU to arrange financing from 2026 to 2032. Comment: Boeing! KBC VN: announces investment in Phu Binh Industrial Park (675 ha, Thai Nguyen) with updated capital of over VND11,492 bn (+VND2,534 bn […]
Read More →AAI said sales expands by 10-15% in 1Q as importers stocking up ahead of US tariffs, sees growth momentum in April. Comment: And are they implying that 2Q will be absolute dog$hit? SAV announced buyback, up to 12.8m shares (2% of paid-up) under Bt180m budget starting from May 1 till Oct 31. Comment: Another buyback […]
Read More →GFPT is expected to report meaningful turnaround driven by margin expansion as feed mill costs significantly drop (corn & soymeal), healthy chicken exports sales vol & selling price, higher profit sharing from jv unit GFPT Nichirei (GFN) and McKey Food services. Comment: No surprises…usually 3-5 year story..I’ve whispered it enough times :p MASTER to open […]
Read More →AOT will start the search for a new CEO as incumbent Kerati Kijmanawat has submitted his resignation, effective April 24, citing personal reasons. Comment: Mr. T & friends want their folks in charge so they can handle kickbacks…I mean .. this is what a little birdy said .. I mean .. I am of the […]
Read More →BKA: home renovation services & second-hand home agent, Bangkok Asset Intergroup, debut IPO 60m shares at Bt1.8 apiece, Beyond Securities leads. Comment: Could the IPO fever come back? This one popped well and held the price. CPF acquires 23.8% of C.P. Pokphand (CPP) for $1.1b from Itochu, lifts holding to 100% of the holding co., […]
Read More →AGE sees no impact from coal sale target this year at Bt13b, from Bt17b overall revenue target, solid EVs business, sales’ expected to reach Bt2b this yr, while plan to transform into holding co to finish early next year. Comment: “No impact to coal sales” I believe I read somewhere that every form of energy […]
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