BCH’s expected to report solid turnaround in 2Q driven by robust foreign patient traffic, higher contribution from SSO patient revenue following increase in adjusted RW, improved operation of hospital unit in Laos, tailwind from respiratory disease amid rainy season. KTC amends the company’s objectives to pave the way for expansion into life and non-life insurance […]
Read More →And just like that, in the space of 2-3 weeks, the SET is only down -14% ytd. (from < -20%) Still hold to a viewpoint that 1) There’s no more selling pressure because everyone is out or stuck at the top 2) Thailand could surprise better than expected on the tariff’s after seeing the # […]
Read More →Notable Transactions Buy(s) THB 110 mn Sell(s) THB 54 mn
Read More →Bonus 10
Read More →KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio. ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% […]
Read More →MINT reaffirms solid 2Q from robust OCC & RevPar during Apr-May from hotels in EU +7% yoy, will ramp up re-payment in 2H to reduce interest exp, newly acquired GAGA Beverages will help solidify and complement existing food brand portfolio. Comment: At one point this name will be attractive to investors again…the only question is […]
Read More →ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →Companies Tickers: cmg.vn, ctg.vn, dbc.vn, fcn.vn, fpt.vn, hah.nv, hdb.vn, idc.vn, nkg.vn, vci.vn, vjc.vn, nlg.vn CMG VN: received approval to develop a USD250 mn CMC Hyperscale Data Center at Saigon Hi-Tech Park. Comments: Rumours have it that Samsung wants to exit from CMG CTG VN: is seeking buyers for its VietinBank Tower project in Hanoi, accepting […]
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