Management Trades 27/07 – 31/07
Buy(s) THB 6 mn N/a Sell(s) THB 8 mn N/a It’s earnings season, thus don’t expect much movement in management trades.
Read More →Tag: Thailand
WHTW Top 10: 27/07 – 31/07
BoT looks to lighten burden for distressed borrowers : The Bank of Thailand is considering adding a haircut method to the third phase of debt relief measures to help borrowers reeling from lower income caused by the virus crisis. Bangkok Post Exports tumble 23% in shaky June : Worst showing since July 2009 prompts full-year […]
Read More →Stocks in the news (aot, ilm, ihl, kbank, nok, ptt, pttor, rml, mtc, sawad, ktc) 31.07.20
AOT: mulls sending subsidiary, AOTGA, to replace THAI for ground operations, will signs Bt 9.7b SIA 3rd runway construction contract with NWR in August., target cod FY23. Comment: But all the news is about the reduction in income from the duty free player… ILM: launch built-in & custom made furniture services, Younique, to fill demand […]
Read More →Stocks in the news (aot, bdms, ckp, prm, sict, tcap, true) 30.07.20
AOT: extends a credit term of payment to 12 month instead of 6-month for concessionaires & airlines affected by C19 at all 6 airports under supervision. Comment: And there’s news on changes in the duty free concession fee. BDMS: appointed Ms. Poramaporn Prasartttong-Osoth, M.D. as president effective September 1 and Chairperson of the executive committee, […]
Read More →Stocks in the news (aav, amata, bts, dtac, gpsc, kkp, jmt, mint, threl) 29.07.20
AAV: expects AOT give nods on proposal to operate 24 daily domestic flights service from SIA to Chiang Mai, Phuket, Krabi, Suratthani, seeks to expand international flights from SIA to China, Vietnam, Myanmar & Cambodia before end of year. AMATA: announced RO 83m shares 12.8554217:1, PO price to announce before September 21, subscription October 9, […]
Read More →Market Update 27/07
Thailand is on holiday today and tomorrow. But as of writing nothing “serious” in the media/corporates have appeared. Thus the same story continues. Vietnam had 3 new cases for the first time in 100 days and their market is -7% over 2 days. Granted that market daily value traded is an 1/8 of Thailand’s so […]
Read More →Management Trades 20/07 – 24/07
Notable Transactions Buy(s) THB 245 mn GULF – The founder has come out swinging again Sell(s) THB 10.9mn N/A
Read More →WHTW Top 10: 20/07 – 25/07
Appoint Suriya, PM urged : PPRP wants him to get plum energy post. The ruling Palang Pracharath Party (PPRP) has proposed that Industry Minister Suriya Jungrungreangkit becomes the new energy minister in the upcoming cabinet reshuffle, saying the portfolio is among the party’s quota. Bangkok Post BoT rules out IMF help, cites fundamentals : Bad […]
Read More →Stocks in the news (anan, bcpg, teamg, centel, dcon, gulf, kbank, nwr, pttgc, tqm, mtc, sawad, ktc) 24.07.20
ANAN target Bt8b transfer in 2H from completion of 5 condos projects total Bt21b, 7 ready to move in projects 90% booked account for Bt20b. Comment: The question for prop co’s have been 1) GPM impact 2) Shift to low rise vs high rise and how they’ll manage this. BCPG & TEAMG win district cooling […]
Read More →Stocks in the news (arip, bjc, ckp, dcc, ndr, osp, planb, thai, tkn, tqm, wha) 23.07.20
ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]
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