Day: June 23, 2023

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Stocks in the news (acg, crc, jmart, nex, pttep, scn) 23.06.23

ACG sets Bt300m to expand AutoClik (Fast-Fit) branches to 20 this year, from 13 currently, and 30 by end of 24, to open its 13th in Phuket today. Central Marketing Group (CMG), a unit of CRC, and a leading distributor of >40 top global brands in fashion, beauty, watches, and tech segments, anticipates revenue growth […]

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Stocks in the news (aot, bafs, bdms, delta, hmpro, kbank, stark, ptg, ptt, tbn) 22.06.23

AOT mulls hiking passenger service charge (PSC) from current Bt100 and Bt700, for domestic and international, Tabloid. Comment: Monopolies are great. And they have every right to do so given the higher cost of everything today. BAFS mulls revising up full year jet fuel sales volume from current 4.2b litres after logged 1.069b litres in […]

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Stocks in the news (a5, advanc, true, blc, delta, ggc, makro, cpaxt, mc, mint, human, peace, teamg, world) 21.06.23

A5’s 80 units 29 storey hi-end project, Tonson One Residence, under jv Capstone Asset begins transfer in 2Q, expects positive earnings momentum in 2H from Bt4.5b backlog, maintain launch plan total 4 projects worth Bt8b in 2H. Comment: Well…they launched/planned all these projects and deals right before covid…at a time of cheap capital, let’s see […]

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Stocks in the news (bem, bts, delta, mint, prm, siri, stark) 20.06.23

BEM reported May MRT riderships +50% yoy, 5% qoq to 345k trips/d, tollway +5% yoy to 1.1m trips account for 90% of pre-covid level, upbeat 2H outlook from surging traffic following cod of monorail Yellow line, upcoming pink line and boost from Lumpini station after cod of One BKK project 1Q24. Comment: And the YoY […]

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Stocks in the news (btg, crane, itel, itthi, scb, stark, tidlor, trt, warrix) 19.06.23

BTG anticipates recovery margin 2H on improving chicken & swine selling price on seasonal exports, improved domestic selling price following crackdown in illegal import meats, eased pressure from feedmill costs as price topped out early this year, firms on 5-10% full year sales growth target. Comment: Could be time to relook at all the names […]

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