AUCT sees positive momentum thru auction yard driven by repossessed vehicles from auto title loan segment, eyes 5-10% revenue growth target next year. Comment: The selling price of the cars don’t matter, what matters is volume for AUCT. But remember all those years ago how they talked about they could potentially apply their skillset to […]
Read More →Enjoying these markets?? Some say earnings were disappointing, I think earnings thus far have shown what’s been expected, those that can’t pass on costs quickly are hurt, those that can are minting it still. Breakdown to come later…
Read More →A non-event week due to earnings season. Now that’s close to finishing, I assume we’ll see more activity this week. Notable Transactions Buy(s) Sell(s)
Read More →Week 07/11 – 11/11 Company News frt.vn, hpg.vn, kbc.vn, nvl.vn, shb.vn, vib.vn, mwg.vn, fts.vn, bsr.vn, dig.vn, pow.vn, bwe.vn, nvl.vn, baf.vn BAF VN: still intends to issue VND600 bn of convertible bonds without warrants, without collateral to the IFC (the World Bank member). The release time is expected to take place in 4Q22 or 1Q23. BSR […]
Read More →ITEL: wins e-budget mgt system projects from Bureau of Budget total Bt 636.5m. Comment: And they keep winning every project that was spoken about 4-5 years ago. SCC: acquires 60% stake in waste management, Recycling Holding Volendam, for Bt 2.1b to enhance green polymer value chain. Comment: Doesn’t move the needle, but waste management has […]
Read More →BA: brings back annual unlimited flights campaign, Elite/Elite Plus card, Bt120k pre-paid ticket for FY23, kick-off 11.11 campaign tomorrow to fill cabin. Comment: If you live in Samui or plan to fly to the maldives often, this seems like a no brainer…presume that this is for them to receive a massive cash infusion. BBL & […]
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