Market Update 23/06
Thailand is having good fun with Cambodia. It’s an interesting few weeks ahead and it’s all about the budget…it’s THB 150 bn up for play between the two main ministries….
Read More →Tag: Thailand
Management Trades 16/06 – 19/09
Notable Transactions Buy(s) THB 2.7 bn Sell(s) THB 0.6 mn
Read More →Stocks in the news (cpaxt, egco, inet, pcc, ptt) 20.06.25
CPAXT reaffirms that no investment plans in any other project of Magnolia Quality Development Corp (MQDC), nor has it provided any financial support or engaged in any fin relationship with MQDC as per rumours spur in the mkt. Comment: We fully believe everything that CP group has to say about MQDC. Oh c’mon, it’s broke […]
Read More →Stocks in the news (nrf, osp, pttep) 19.06.25
NRF announced cash call via RO total 94.510m shares, 15:1 @ Bt1/share, subscription from Aug 21-27, issue free warrant (NRF-W2) for RO subscribers, XR Aug 1. Comment: Yeah….I thought plant based food was going to save the world. F wits…how’s the deal with Golden Weed donkey kong played out? I do think it’s time for […]
Read More →Stocks in the news (asap, bbl, ktb, thai, bdms, stecon) 18.06.25
ASAP expects car rental demand to accelerate from July on the back of new domestic travel stimulus. Its Changan EV dealership business is gaining traction, with Deepal S05 deliveries beginning this month. Comment: Well….or are fears about the Neta going under dampening consumer sentiment on the Chinese brands? (exclu BYD perhaps?) BBL and KTB are […]
Read More →Stocks in the news (bgrim, bpp, gulf, tkn) 17.06.25
BGRIM reported 4 tranches of CD, paying 2.84% to3.9% p.a. completely sold out with 2x bk covered. Comment: No funding issues for the stronger “quality” names. BPP sells 91.69mw interest in Tokimei Kumiai (TK) solar project in JPN for Bt4.46b, transaction to complete within 3Q25. GULF CEO and major shareholder Sararath bot 62.97m share of […]
Read More →Stocks in the news (aot, gulf, psh, seafco, ner) 16.06.25
AOT holds briefing after board meets to discuss King Power Duty Free’s request to surrender concessions at Phuket, Chiang Mai and Hat Yai airports at 2:45pm. AOT plans to hire advisers to review the operations under its management, AOT plans to hire advisers to review the operations under its management, an analysis will be completed […]
Read More →Market Update 16/06
How’s this for a piece of good news….ESG LTF whatever it is called deadline is this month – massive fund flow incoming!! right….
Read More →Management Trades 09/06 – 13/06
Notable Transactions Buy(s) THB 340 mn Sell(s) THB 584 mn
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