Management Trades 24/04 – 28/04
Notable Transactions Buy(s) THB THB 192mn Sell(s) THB 0 mn
Read More →Tag: jkn
Stocks in the news (ah, bcp, bcpg, gpsc, ihl, jkn, ratch, rt, spali, tacc) 11.04.23
AH sees strong 1Q on seasonal, firms on Bt31b record rev t/g this year, supported by 4% growth in domestic car production growth, OEM, and easing chip shortage. Comment: Over time you have to look at AH as a steady 10% compounder, but with periods where they spike and then mean revert because at the […]
Read More →Stocks in the news (awc, bdms, ci, ilink, jkn, kce, mtc, scc, sithai) 26.01.23
AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →Management Trades 28/11 – 02/12
Notable Transactions Buy(s) THB 298 mn Sell(s) THB 104 mn
Read More →Stocks in the news (asw, bgrim, bjc, bts, hl, jkn, scgp, siri, super) 01.12.22
ASW in 51% jv with Japan’s Takara Leben to develop a condo projects worth Bt1.35b under KAVE brand near Kaset Uni, their 2nd jv. BGRIM coded 140mw Amata Bgrim Power (ABP1R) co-gen power plant on Nov 29. BJC upbeats 4Q earnings from positive SSSG at Big C hypermarket, surging traffic at mini Big C on […]
Read More →Stocks in the news (bbl, kliniq, jkn, tu, vl, wha) 07.11.22
BBL: credit cost is expected to descending lower from 4Q22 after set aside LLP in 2/3Q to tackle headwinds, NIM expansion from rate hike & repriced overseas loans able to offset soften fees & non-NII, 240% NPL coverage eo-3Q, CAR 18.2%, T1 15% reassure financial health. Comment: If you want a pure corporate play, it’s […]
Read More →Random Thoughts…
Inflation/supply chain A silly analogy however every once in a while Ill enjoy an overpriced (but fantastic) coffee for 120 baht. Recently the price has increased to 140, why? According to the staff it’s because finding fresh cow milk is harder than before. This doesn’t apply just to them, the average coffee that I buy […]
Read More →Stocks in the news (bafs, itel, jkn, or, planet, ppm, toa, tfg) 07.06.22
BAFS sees 2Q jet refuelling +19% yoy (673m liter), firms on Bt3.3b full year revenue target +101% yoy.BAFS to return to profit next year, sees solid recovery ib jet fuel sales in 2Q from reopening and PP business. Comment: Goes without saying, you don’t need tourist #’s to recover immediately, just # of flights. ITEL […]
Read More →Stocks in the news (aav, aot, bgrim, jkn, kkp, pttep, smd, wha) 02.12.21
AAV to start accepting digital currency for payment from next year, sees 100% recovery in domestic travels in 2Q22. Comment: I can just picture royal nationalists saying that is anti-monarchy… now, I am curious to see how far these systems will go. Though for now expect for all the Thai companies accepting “digital currencies” to […]
Read More →Stocks in the news (aja, auct, bh, ck, ep, jkn, major, rjh, tse) 22.09.21
AJA appointed by Alibaba to be agent of Alibaba Cloud in TH, target data center demand from large corporate, smart city, 5G & Sattelite connectivity. Comment: Wait what? Perhaps they are just one of 1,000 agents. AUCT upbeats 2H earnings from flooding repossessed vehicles thru auction yards as FI accelerating hair-cut on hire purchase to […]
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