Day: July 6, 2023

7

Stocks in the news (chayo, mint, phg, spali, true, xo) 06.07.23

CHAYO reported Bt5.33b NPL & NPA purchased in 1H, lifts bad debts to Bt88.3b under management, target Bt100b by end of year. Comment: The industry is still going to be a boom period for another 5 years, there is just too much bad debt out. CK expects full year construction backlog reaches record high above […]

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0

Stocks in the news (ah, amr, ea, heng, human, lpn, rojna, scb, spali, tpch) 05.07.23

AH’s firm on record high revenue target this year, from Bt28.3b yoy, on higher orders, contributions from JV, and newly acquired 60% stake in Avee, a Malaysian auto part maker affiliated of Proton Group. Comment: Despite the odd venture into India, this company has performed incredibly well relative to its peers in Thailand over the […]

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