Management Trades 01/04 – 05/04
Notable Transactions Buy(s) THB 208 mn Sell(s) THB 110 mn
Read More →Tag: CPALL
Stocks in the news (amata, centel, cpall, ptt, sis, spali, tfg) 28.03.24
AMATA upbeat FY24 outlook from surged demand for industrial land on improved FDI, margin is expected to expand yoy on price hike, 50% of Bt14b outstanding backlog to realize this year, may see FY24 sales exceed 720 acres target (1,800 rais), will submit filing to list utility unit (AMATAU) by end of year. CENTEL is […]
Read More →Stocks in the news (aav, advanc, true, aot, cpall, egco, jmt, ner, rcl, scb, scc, tidlor) 12.03.24
AAV eyes 20m FY24 passenger target, supported by improved traffic to China on the back of visa wavier scheme (93 flights/week vs 83 in 4Q23), larger fleet size yoy (60 aircrafts vs 56 in FY23), new route from Taipei-Okinawa, Taipei-Osaka, Kaohsiung-Narita start from 2Q. ADVANC and TRUE are awaiting NBTC’s draft auction planned for 3 […]
Read More →Stocks in the news (aot, bay, bgrim, centel, cpall, cpn, prm, tpoly) 07.03.24
AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]
Read More →Stocks in the news (cpall, crc, planb, mint, rs, stanly, vranda) 15.09.23
CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →Management Trades 21/08 – 25/08
Notable Transactions Buy(s) THB 96 mn Sell(s) THB 418 mn
Read More →Management Trades 14/08 – 18/08
Notable Transactions Buy(s) THB 112 mn Sell(s) THB 196 mn
Read More →Stocks in the news (cpall, forth, moshi, spali, spcg, true, tse) 26.05.23
CPALL anticipates 2H turnaround from eased financial burden after refinance MAKRO deal, target 700 new 7-11 branches by end of year after opened 209 in 1Q, target 100 outlets in Cambodia by end of year, debuts first 7-11 branch in Laos this year, ramp up promo on 7-11 Delivery & All Online to boost sales, […]
Read More →Stocks in the news (bri, cpall, fss, ilink, itel, nrf, pcc, rt, tu) 09.03.23
BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →Stocks in the news (jmart, chg, cpall, ratch, sat, thg, tqm) 25.11.22
JMART to reveal JV partner for new business next week, keeps 50% revenue growth target next year, firms on Bt500b group market cap target in 2024. Comment: Well…they said on the call yesterday that they will announce a new JV that will make people surprised, in a positive way? Group target mkt cap is implied […]
Read More →