Day: April 11, 2023

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Stocks in the news (ah, bcp, bcpg, gpsc, ihl, jkn, ratch, rt, spali, tacc) 11.04.23

AH sees strong 1Q on seasonal, firms on Bt31b record rev t/g this year, supported by 4% growth in domestic car production growth, OEM, and easing chip shortage. Comment: Over time you have to look at AH as a steady 10% compounder, but with periods where they spike and then mean revert because at the […]

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Stocks in the news (delta, fti, gulf, jsp, scb, snnp, skr) 10.04.23

DELTA’s shareholders approved par split from Bt1.00 to Bt0.10, pending SET’s announcement on the date. Comment: And boom? Normally that’s the case, lets see this time around. FTI sets >20% sale growth t/g this year, on rising demand for water purifiers and filters, mulls new products and branches. GULF eyes few M&A in the US […]

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