Management Trades 03/02 – 07/02
Notable Transactions Buy(s) THB 27mn N/A Sell(s) THB 13mn N/A
Read More →Month: February 2020
Market Update 10/02
Look for a horrible 1Q20 for almost every sector, and then a recovery (of sorts). What does it mean for the market, well has the market hit peak fear yet?
Read More →WHTW Top 10: 03/02 – 07/02
A study in panic : The coronavirus outbreak could kneecap the tourism and export sectors, though lessons learned from the Sars epidemic may lessen the blow. The novel coronavirus outbreak in China and other parts of the world has struck fear among the masses, with a global health emergency declared by the World Health Organization […]
Read More →Stocks in the news (advanc, aot, crc, gpsc, sawad, siri, tcap) 07.02.20
ADVANC FY19 came after close at Bt 31.19b +5% yoy; missed Bt 32.18b consensus, pays interim Bt 7.34 dps, XD Feb 19. Comment: It’s a dividend payer, if 5G bids and capex are too strenuous it should comfortably maintain its DPS ratio, perhaps even an increase? AOT: report Feb MTD passenger arrival at SIA drops […]
Read More →Stocks in the news (kbank, kkp, ktc, nok, teamg) 06.02.20
KBANK: cuts MRR rate for SMEs & individual customers by 25 to 6.62% from 6.87% following policy-rate cut by 25 bps yesterday to record low at 1%. Comment: There go their NIMs, their ROEs etc etc KKP: target FY loan growth within 7-9%, NPLs below 3.9%, 10 IB deals on hand to provide cushions. Comment: […]
Read More →Stocks in the news (aav, advanc, true, dtac, aot, cpf, cpn, major, mint, tip) 05.02.20
AAV may save as much as Bt800m after Cabinet cut jet fuel tax from Bt4.726/liter to Bt0.20/liter, Bt300m for THAI. Comment: But it may not make up for the loss in demand. ADVANC, TRUE, DTAC, TOT and CAT have all submitted bids for 5G spectrums, with ADVANC and TRUE said to be vying for 3 […]
Read More →Thailand’s Exports to China
Great piece of information sent to us this morning from the clever lady that is M.L. @ MBKET.
Read More →Stocks in the news (advanc, dtac, true, ihl, ivl, planb, pttgc, nok, spcg, tm) 04.02.20
ADVANC, DTAC, TRUE, TOT, CAT are expected to submit bidding for 5G licenses today, qualified bidders will be announced on February 11 and auction begins February 16 Comment: WHERE’S JAS? IHL wins contract to supply leather to US footwear, KEEN, production starts 2Q, expects to wrap up additional 4 contract this year. IVL cod 440ktpa […]
Read More →Market Update 03/02
Up and until the latest flu virus hit I was of the viewpoint that 2020 would see a recovery in YoY economic #’s Tourism figures would continue to improve Banking would still be weak due to the industry’s structural changes The THB/USD would be slightly weaker but not by more than -1% or so Property […]
Read More →Management Trades
Notable Transactions Note: Buys outweigh sells by 10x in numbers (not value) Buy(s) THB 94 mn THG – And the Founder continues to buy shares RS – That’s an interesting return by this shareholder/co-owner Sell(s) THB 0.6 mn N/A
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