Tag: gulf

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Management Trades 01/09 – 12/09

Side note: I’ve noticed some new equities, STX and STARM. I wonder what these are..RTO’s? Notable Transactions Buy(s) THB 220 mn Sell(s) THB 3 bn

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Stocks in the news (ace, bch, gulf, tfg) 10.09.25

ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]

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Stocks in the news (gpsc, gulf) 08.09.25

GPSC: acquires additional stake in Ratchburi Power (RPCL), an independent power producer with an installed capacity of 1,400mw from Toyota Tsusho Corp and Chubu Electric Power, company will indirectly hold 40.625% stake post transaction. GULF: CEO, Sarath Ratanavadi, sold 62m shares (0.41%) at Bt47 each to JPM Structured Products B.V., his group still hold 59.96% […]

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Stocks in the news (aot, asian, bcpg, gulf, gunkul, mint, top) 28.08.25

AOT: JPN-based LCC, Zipair, will increase flights from Narita-BKK route from daily to 10 flights/week starting from winter timetable on Oct 27. ASIAN revised down FY revenue target to Bt10.21b from Bt11.36b, cuts GPM to 14-15% range due to impact from strong THB & US tariffs on frozen seafood exports, mulls expanding revenue from pet […]

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Stocks in the news (advanc, gulf, inset, mgc, mtc, osp, tkn) 07.08.25 

ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy. Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share.. GULF to book Bt8.2b dividend income from […]

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Stocks in the news (gulf, pttgc, sawad, scgp, tfg, true) 30.07.25

GULF’s expected to report Bt58.5b Net Profit in 2Q, +797% yoy, thanked to ~Bt52b booking of ADVANC’s fair value, while normalized profit is expected at ~Bt7.24b, Thunhoon. Comment: Well there you go, that’s going to help to pump the name a bit. PTTGC is expected to take the final hit in 2Q from inventory & […]

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Stocks in the news (bbik, bcp, civil, gulf, sc) 23.07.25

BBIK keeps 20% FY revenue growth target driven by digital business advisory & management consulting for virtual bank, as well as AI adoption from corporate including financial institution, insurance, manufacturing, commerce and energy sectors, seeks to expand CLMV. Comment: Not sure on the value of the digital bank, but BBIK is still considered one of […]

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Stocks in the news (bcpg, biz, gulf, sc, teka, tmi) 15.07.25

BCPG’s board has approved the acquisition of a 17.48MW solar rooftop operator, Scan Advanc Power, from Contorno and Prompt Power for Bt211.61m. BIZ has secured medical equipment procurement contracts with five hospitals, totalling Bt858m. GULF, through its wholly owned subsidiary Gulf Edge Services, has raised its stake in cloud service provider AIS Broadband Co from […]

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Stocks in the news (aeonts, cnt, gfpt, gulf, mint, rabbit) 11.07.25

Recap: AEONTS: reported 1Q26np (end of May) at Bt 771m +47% yoy, In-line with Bt 777m consensus, topline -2.1% yoy; but improved asset quality & used car HP portfolio saved earnings. Comment: Now, is the beginning of the recovery? Has it turned the corner? Not just for AEONTS but the entire sector? CNT: reported acquisition […]

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