Management Trades 01/04 – 05/04
Notable Transactions Buy(s) THB 208 mn Sell(s) THB 110 mn
Read More →Tag: sisb
Stocks in the news (aot, bts, cpn, mc, mjd, sisb) 29.03.24
AOT sees passenger thru Suvarnabhumi airport at 180K/day, with 60% rise in Chinese tourists in Mar, may exceed 141.84m this year target. Services along the MRT Yellow Line, operated by BTS, were suspended from early morning til midnight yesterday after parts from the monorail’s tracks fell on to the road below, damaging several vehicles. BTS […]
Read More →Stocks in the news (aav, hl, mint, sisb, tegh) 09.01.24
AirAsia has announced the merger of AirAsia and AirAsia X, making SEA a multi-hub for aviation while targeting TH as its hub for flights to Europe. Comment: Doesn’t appear to have a real impact on the thai listed entity. HL said its 50 drug stores are in Easy E-Receipt program, sees rising 1Q24 revenue growth […]
Read More →Stocks in the news (ace, kliniq, malee, osp, sisb, snnp, tmi) 07.12.23
ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy. KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr. Comment: Think this B grade version of MASTER is going to slower disappear […]
Read More →Stocks in the news (asimar, auct, chewa, ck, cmo, dmt, ktb, ivl, mpic, sav, sisb, shr) 26.09.23
ASIMAR wins ship building contract from Royal Thai Navy valued at Bt885m. Comment: Gov contracts kicking off. AUCT expects vehicles traffic thru auction yard accelerates as financial institution keen to purge repossessed vehicles by end of year, collab with Bank of Agri (BAAC) to open used car auction to serve bank customers, sees opportunity to […]
Read More →Stocks in the news (etl, jmt, pttep, ratch, sak, sisb, super, wice) 04.09.23
Total Logistic (ETL), on SET instead of MAI to accommodate future growth. Comment: The market’s in a pumping mode. JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year. Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost […]
Read More →Stocks in the news (cbg, egco, forth, gift, kjl, pr9, proud, sisb) 21.07.23
CBG: convenience store unit, CJ Express, postpone listing from prior schedule on 2H23 to next 1-2 years, Daily news. Comment: Ouch, does this imply that upcountry spending is far worse than we know? EGCO in collaboration with BoCo Rock Windfarm, a unit of Mitsubishi, to produce hydrogen from power plant with 113MW capacity. BoCo’s current […]
Read More →Management Trades 12/06 – 16/06
Notable Transactions Buy(s) THB 186 mn Sell(s) THB 517 mn
Read More →Stocks in the news (aot, ap, chayo, fn, makro, mc, sbnext, sc, sisb, tpipl, tpipp) 07.06.23
AOT reaffirms solid start 1Q24 (Oct-Dec23) driven by full flight slots for IATA winter schedule starting from last week of Oct till last Sat of Mar. AP reports Bt18.8b 5M23 presales, account for 30% of Bt58b target this year, plans 38 projects in 2H worth Bt51.8b, firms on Bt57.5b transfers this year and Bt37.5b backlog. […]
Read More →Stocks in the news (ama, as, ba, dusit, ecl, hft, hmpro, itc, tu, gable, sisb, ttcl) 09.05.23
AMA targets 20-25% full year revenue growth from Bt3.23b FY22 driven by improved demand for marine & land oil transports on recovery demand for fuels, target full year utilization rate exceed 85% vs 80% FY22, sets Bt340m capex to add 1 tanker from current 9 vessels. Comment: It’s the margin risk…volume is typically there, and […]
Read More →