Day: March 23, 2023

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Stocks in the news (jasif, aot, aura, ba, be8, chow, ilink, samart, singer, stech, takuni, tasco) 23.03.23

3BB is having liquidity issue and short on rental payment to JASIF, may lead to contract restructuring.Comment: Great quality eh? AIS is buying themselves a great asset… AOT board approves Bt36b 3rd phase development at Donmuang Airport, design to complete in Oct and bidding start in 4Q23, target 40m passenger vs 30m now. AURA targets […]

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Stocks in the news (bcp, beauty, ci, egco, kamart, imh, itthi, major, rph, true, tse) 22.03.23

BCP’s unit, OKEA, acquires 28% stake in Equinor’s Statfjord O&G EP area for $220m, expects to increase production to 13k-15k boepd in FY23 & 16k-20k boepd in FY24, transaction is expected t be complete in 4Q. Comment: Could this be a decent refinery play now? Given that we only have BCP and TOP could be […]

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