Management Trades 30/06 – 04/07
Notable Transactions Buy(s): THB 90 mn Sell(s): THB 11.7 mn
Read More →Tag: Thailand
Stocks in the news (dv8, hmpro, gunkul, maguro, sisb) 04.07.25
DV8 received a tender offer for all share from a group of 8 foreign investors at Bt0.56/share, vs Bt5.5 lastclosed. Comment: Wait what? Is this news correct? A 90%discount to market prices? It does seem to be the case so whoever pumped the stock is going to be quite surprised. HMPRO opens new Hybrid Store […]
Read More →Stocks in the news (advanc, true, advice, com7, jpark, sappe) 03.07.25
NBTC board postponed endorsement of June 29 mobile spectrum auction, won by TRUE and ADVANC, to make sure there was no collusion, rescheduled meeting to Jul 6, the deadline for it to approve the bidding outcome. Comment: Perhaps for the first time I agree with this news that this is no collusion between these twogroups […]
Read More →Stocks in the news (awc, ktb, banpu, ktc, maguro, nl, seafco, spali) 01.07.25
AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards. Comment: Even with green bs, loan growth is still nothing… BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen […]
Read More →Stocks in the news (civil, ea, spi, mint, true, uniq) 30.06.25
CIVIL wins construction contract from Highway Dept for Highway#4046 Trang-Ban Khok Ton route valuedat Bt648.44m. EA got approval from holders in 3 bonds due in 2025 & 2026 to lengthen payment deadlines by 7 years,but failed to get approval from enough holders to extend payment on 8 bonds worth Bt26b, aiming to ease its financial […]
Read More →Management Trades 23/06 – 27/06
Notable Transactions Buy(s) THB 237 mn Sell(s) THB 126 mn
Read More →Random Thoughts: Uncloggin the poop in Thailand’s financial system
In the midst of thousands of meetings this week…random thoughts…specifically a POOP theme play. Discussing with a few folks about the upcoming BoT Governors, now what if Vithai (Government Savings Bank) is the next one?What stocks could be in play?One thought was SAWAD – sure makes sense given the relationship between the two organisations. MTC […]
Read More →Stocks in the news (aav, ckp, gunkul) 27.06.25
AAV: mulls increase proportion of domestic flights to increase market share and capitalize opportunity from domestic tourism stimulus, keeps FY passenger target between 23m-24m travelers, will revise figures after 2Q results. Comment: Weaker oil prices + domestic stim + bombed out share price = hello! CKP: anticipates big jump yoy as May flow rate at […]
Read More →Stocks in the news (aot, cfarm, erw, global, kce, scb, scc) 26.06.25
AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →Stocks in the news (cwt, gunkul, or, ptt, scb) 24.06.25
CWT board approved plan for listing of renewable unit, Green Power 2 (GPT), on MAI, will sell IPO not exceed 31.81% of GPT’s paid-up. GUNKUL signed direct PPA with JPN partner, Murata Manufacturing (TH), will develop 7mw solar farm at 1st phase, target cod 1Q26. OR expects no material impact on retail business because there […]
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