Author: Pon
Stocks in the news (itel, scc, tkc) 11.11.22
ITEL: wins e-budget mgt system projects from Bureau of Budget total Bt 636.5m. Comment: And they keep winning every project that was spoken about 4-5 years ago. SCC: acquires 60% stake in waste management, Recycling Holding Volendam, for Bt 2.1b to enhance green polymer value chain. Comment: Doesn’t move the needle, but waste management has […]
Read More →Stocks in the news (ba, bbl, tli) 10.11.22
BA: brings back annual unlimited flights campaign, Elite/Elite Plus card, Bt120k pre-paid ticket for FY23, kick-off 11.11 campaign tomorrow to fill cabin. Comment: If you live in Samui or plan to fly to the maldives often, this seems like a no brainer…presume that this is for them to receive a massive cash infusion. BBL & […]
Read More →Stocks in the news (cbg, egco, ktc, mtc, pttor, sabuy, spali) 09.11.22
CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]
Read More →Stocks in the news (aot, centel, ncl, tisco) 08.11.22
AOT: anticipates positive earnings momentum carry thru next year post holiday season supported by non-aero revenue as minimum guarantee rent will reimpose to all tenants at 6 airports after remedy package expired end of March, 23, tailwind from Certify Hub export cargo inspection and lower personnel expense from introduced of SAWADEE Travel app to boost […]
Read More →Stocks in the news (bbl, kliniq, jkn, tu, vl, wha) 07.11.22
BBL: credit cost is expected to descending lower from 4Q22 after set aside LLP in 2/3Q to tackle headwinds, NIM expansion from rate hike & repriced overseas loans able to offset soften fees & non-NII, 240% NPL coverage eo-3Q, CAR 18.2%, T1 15% reassure financial health. Comment: If you want a pure corporate play, it’s […]
Read More →Market Update 07/11
We’re still in the midst of earnings season and guess what…several companies are reporting better than what most have expected….people still forget that TH only opened up in May/June this year… B-b-b-but russian/ukraine, inflation, recession. Wasn’t 2020-2021 already economically awful for this part of the world? I don’t care much about a “US Recession” it […]
Read More →Management Trades 31/10 – 04/11
Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 mn
Read More →Stocks in the news VN
Week 31/10- 04/11 Company News vhg.vn , vpg.vn, vnd.vn VHG VN Trung Nam Construction Investment JSC targeted electricity sales at US$1bn in 2026, up from US$200mn last year, with EBITDA margin at 90%, co. said in a statement released at investor meeting in Ho Chi Minh City on Thursday. Trungnam Group planned to join bidding […]
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