← Nex Point overview

Nex Point vs Chaozhou Three-circle: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Nex Point Public Company Limited (NEX.BK)

Q3 2026
▲4

NEX builds electric bus and truck business with new deals and funding

  • Government clean-energy policy boosts NEX Thailand allocated 200 billion baht to boost clean energy and electric transport. NEX is seen as a top beneficiary in electric buses and trucks, which could increase demand for its vehicles and support its stock price.

    This policy directly drives demand for NEX's core products and is a new catalyst.

  • NEX becomes official distributor of SINOTRUK electric trucks NEX secured exclusive rights to sell SINOTRUK's heavy-duty electric trucks in Thailand. This expands its product lineup and opens a new revenue stream, potentially lifting future profits and the stock price.

    This is a new partnership that broadens NEX's market and revenue potential.

  • Shareholders approve acquisition of Thai EV NEX will fully acquire Thai EV for 149.95 million baht via new shares, adding small and medium electric commercial vehicles to its lineup. This creates cross-selling opportunities and moves NEX toward full-service EV solutions, supporting growth.

    The acquisition expands NEX's product range and customer base, a new strategic move.

  • Credit guarantee and factory readiness for 1,520 electric buses EA approved 9.78 billion baht in credit guarantees, with 1.05 billion for NEX's working capital on the BMTA electric bus project. NEX and AAB also opened their factory to BMTA, confirming readiness to produce 1,520 buses. This de-risks the major order and supports revenue.

    These events secure funding and demonstrate operational readiness for a key contract, reducing execution risk.

August 2026
▲4

NEX builds electric bus and truck business with new deals and funding

  • Government clean-energy policy boosts NEX Thailand allocated 200 billion baht to boost clean energy and electric transport. NEX is seen as a top beneficiary in electric buses and trucks, which could increase demand for its vehicles and support its stock price.

    This policy directly drives demand for NEX's core products and is a new catalyst.

  • NEX becomes official distributor of SINOTRUK electric trucks NEX secured exclusive rights to sell SINOTRUK's heavy-duty electric trucks in Thailand. This expands its product lineup and opens a new revenue stream, potentially lifting future profits and the stock price.

    This is a new partnership that broadens NEX's market and revenue potential.

  • Shareholders approve acquisition of Thai EV NEX will fully acquire Thai EV for 149.95 million baht via new shares, adding small and medium electric commercial vehicles to its lineup. This creates cross-selling opportunities and moves NEX toward full-service EV solutions, supporting growth.

    The acquisition expands NEX's product range and customer base, a new strategic move.

  • Credit guarantee and factory readiness for 1,520 electric buses EA approved 9.78 billion baht in credit guarantees, with 1.05 billion for NEX's working capital on the BMTA electric bus project. NEX and AAB also opened their factory to BMTA, confirming readiness to produce 1,520 buses. This de-risks the major order and supports revenue.

    These events secure funding and demonstrate operational readiness for a key contract, reducing execution risk.

Latest
▲4

NEX builds electric bus and truck business with new deals and funding

  • Government clean-energy policy boosts NEX Thailand allocated 200 billion baht to boost clean energy and electric transport. NEX is seen as a top beneficiary in electric buses and trucks, which could increase demand for its vehicles and support its stock price.

    This policy directly drives demand for NEX's core products and is a new catalyst.

  • NEX becomes official distributor of SINOTRUK electric trucks NEX secured exclusive rights to sell SINOTRUK's heavy-duty electric trucks in Thailand. This expands its product lineup and opens a new revenue stream, potentially lifting future profits and the stock price.

    This is a new partnership that broadens NEX's market and revenue potential.

  • Shareholders approve acquisition of Thai EV NEX will fully acquire Thai EV for 149.95 million baht via new shares, adding small and medium electric commercial vehicles to its lineup. This creates cross-selling opportunities and moves NEX toward full-service EV solutions, supporting growth.

    The acquisition expands NEX's product range and customer base, a new strategic move.

  • Credit guarantee and factory readiness for 1,520 electric buses EA approved 9.78 billion baht in credit guarantees, with 1.05 billion for NEX's working capital on the BMTA electric bus project. NEX and AAB also opened their factory to BMTA, confirming readiness to produce 1,520 buses. This de-risks the major order and supports revenue.

    These events secure funding and demonstrate operational readiness for a key contract, reducing execution risk.

Chaozhou Three-circle Group Co Ltd (300408.CS)

Q3 2026
▲3▼1

Buybacks and AI-driven MLCC boom lift Sanhuan; anchor investor exits

  • Company buybacks and ICBC loan support Sanhuan launched two buyback phases totaling up to 1.9 billion yuan and secured a 900 million yuan ICBC loan for it. By September 30 it had repurchased 8.65 million shares for 995 million yuan. Buybacks reduce shares outstanding and signal management confidence, supporting the stock price.

    Direct company capital actions that support the share price.

  • MLCC supercycle and AI server demand MLCC spot prices have jumped over 20% for standard parts and 60-80% for high-capacitance AI server types since June. Overseas leaders Murata and Samsung Electro-Mechanics posted record results and raised guidance. Analysts see the upcycle as early, boosting demand and pricing for Sanhuan's products.

    Core industry driver of revenue and profit growth for the company.

  • Strong earnings and fund demand Sanhuan guided first-half net profit up 45-65% year-on-year, with actual revenue up 54.8% and net profit up 56.2%. A top-performing fund held it as a heavy weight and increased electronics holdings. Strong results and institutional buying support the stock.

    Fundamental earnings growth and institutional demand underpin the stock.

  • Anchor investor fully exits H-shares Huafeng International, an anchor investor in Sanhuan's Hong Kong IPO, plans to sell its remaining 360,400 H-shares, fully exiting after already selling 420,900 shares near the H-share peak. The exit adds selling pressure and may weigh on sentiment, though it is a small stake.

    A real counterweight: insider selling that can pressure the stock.

August 2026
▲3▼1

Buybacks and AI-driven MLCC boom lift Sanhuan; anchor investor exits

  • Company buybacks and ICBC loan support Sanhuan launched two buyback phases totaling up to 1.9 billion yuan and secured a 900 million yuan ICBC loan for it. By September 30 it had repurchased 8.65 million shares for 995 million yuan. Buybacks reduce shares outstanding and signal management confidence, supporting the stock price.

    Direct company capital actions that support the share price.

  • MLCC supercycle and AI server demand MLCC spot prices have jumped over 20% for standard parts and 60-80% for high-capacitance AI server types since June. Overseas leaders Murata and Samsung Electro-Mechanics posted record results and raised guidance. Analysts see the upcycle as early, boosting demand and pricing for Sanhuan's products.

    Core industry driver of revenue and profit growth for the company.

  • Strong earnings and fund demand Sanhuan guided first-half net profit up 45-65% year-on-year, with actual revenue up 54.8% and net profit up 56.2%. A top-performing fund held it as a heavy weight and increased electronics holdings. Strong results and institutional buying support the stock.

    Fundamental earnings growth and institutional demand underpin the stock.

  • Anchor investor fully exits H-shares Huafeng International, an anchor investor in Sanhuan's Hong Kong IPO, plans to sell its remaining 360,400 H-shares, fully exiting after already selling 420,900 shares near the H-share peak. The exit adds selling pressure and may weigh on sentiment, though it is a small stake.

    A real counterweight: insider selling that can pressure the stock.

Latest
▲3▼1

Buybacks and AI-driven MLCC boom lift Sanhuan; anchor investor exits

  • Company buybacks and ICBC loan support Sanhuan launched two buyback phases totaling up to 1.9 billion yuan and secured a 900 million yuan ICBC loan for it. By September 30 it had repurchased 8.65 million shares for 995 million yuan. Buybacks reduce shares outstanding and signal management confidence, supporting the stock price.

    Direct company capital actions that support the share price.

  • MLCC supercycle and AI server demand MLCC spot prices have jumped over 20% for standard parts and 60-80% for high-capacitance AI server types since June. Overseas leaders Murata and Samsung Electro-Mechanics posted record results and raised guidance. Analysts see the upcycle as early, boosting demand and pricing for Sanhuan's products.

    Core industry driver of revenue and profit growth for the company.

  • Strong earnings and fund demand Sanhuan guided first-half net profit up 45-65% year-on-year, with actual revenue up 54.8% and net profit up 56.2%. A top-performing fund held it as a heavy weight and increased electronics holdings. Strong results and institutional buying support the stock.

    Fundamental earnings growth and institutional demand underpin the stock.

  • Anchor investor fully exits H-shares Huafeng International, an anchor investor in Sanhuan's Hong Kong IPO, plans to sell its remaining 360,400 H-shares, fully exiting after already selling 420,900 shares near the H-share peak. The exit adds selling pressure and may weigh on sentiment, though it is a small stake.

    A real counterweight: insider selling that can pressure the stock.