Management Trades 11/10 – 15/10
Notable Transactions Buy(s) THB 98mn JMART – And he’s still buying! Sell(s) THB 296 mn SF – Owner sells a stake to? Not to CPN this time… TWZ – Major shareholder (11%) reduces his stake by ~2%
Read More →Author: Pon
WHTW Top (9) 10: 11/10 – 15/10
Domestically there isn’t enough interesting news to hit 10… Thailand’s National Regulatory Authority (NRA) for vaccines reached Maturity Level 3 – the second-highest level in the WHO regulatory systems classification system – on Aug 27, according to info published on its website. BoI incentives push for ‘Industry 4.0’: The Board of Investment (BoI) approved incentives […]
Read More →Stocks in the news (acg, asian, cpanel, makro, mtc, ncap, amanah, spali, top, tpoly, vl) 15.10.21
ACG to open 3 new FAST FIT in BKK from late November, to complete total of 6 by end of year, plans promo in 4Q to boost sales, which should be better yoy overall. Comment: Not to be confused with a gym name, Fast Fit is their version of B-Quik/ACT ASIAN to list its subsidiary, […]
Read More →Stocks in the news (aot, asap, bgc, centel, coman, mtc, ndr, tisco, wha) 14.10.21
AOT said international airlines have regained more than 70% of the slots at Suvarnabumi airports, in anticipation of November 1 reopening, seeing sharp spike in travels in initial stage. ASAP sets Bt2,000m capex to acquire new cars, seeing higher demand for rental vehicles as the country prepares for reopening from November 1. Comment: I expect […]
Read More →Stocks in the news (dohome, kex, itd, makro, sabuy, sonic, tkn) 12.10.21
DOHOME reported SSSG MTD-Oct >30% yoy, above 20% Sept avg, online sales +300% yoy, expects positive momentum carry thru holiday season, opening 2 stores before end of year. Comment: Now the question for firms like DOHOME is can it continue such a growth momentum from 2022 onwards? KEX forms venture with livestocks co, Betagro, to […]
Read More →Market Update 11/10
Fun thoughts: In USD terms, the SET is 0% for the year. Loving the moves in commodities – though it hasn’t completely translated to each commodity related company yet… Curious whether the move in the banking sector is the start of something. Gov bond yields are picking up, this can reflate bank earnings, throw in […]
Read More →Stocks in the news (ai, aie, bafs, thai, com7, irpc, kex, ktb, micro, mono, pdi, shr, trubb) 11.10.21
AI & AIE: both merged PAR from Bt0.25 to Bt1 effective today. BAFS: THAI cuts holding by 2.3529% to 4.019% of total outstanding on Thursday (Oct 7). Comment: Amusing Thailand. This is one of Thai’s best assets pre-covid, and will again be post-covid. COM7 maintained 15-20% FY21 revenue growth target, sees advance booking on iPhone […]
Read More →Management Trades 04/10 – 08/10
Notable Transactions Buy(s) THB 456 mn JMART – Look at how much he’s bought back BANPU – Wonder if the founder/chairman realises that the recap was a silly idea, share price would be +50% higher by now… SPALI – Family still buying! MORE – Funny movements in this share price for a while… RAM – […]
Read More →WHTW Top 10: 04/10 – 08/10
Govt caps diesel at B30/litre: The Energy Policy Administration Committee (Epac) has approved a cap on diesel prices of 30 baht per litre starting from next Monday until the end of the month to help reduce living costs for consumers, Deputy Prime Minister and Energy Minister Supattanapong Punmeechaow said yesterday. Bangkok Post PM outlines vision […]
Read More →Stocks in the news (bpp, egco, oto, scb, sena, spali, svi) 08.10.21
BPP: firms on plan to cod 3 power plants in JPN & Vietnam total 60mw in 4Q. EGCO: subsidiary, EGCO Plus, acquires 17.46% in U.S-based renewable developer, Apex Clean Energy Holding, transaction to completed within 4Q. OTO: wins a 3 year contract to provide call center & customer service for State Railway (SRT) total Bt166.84m. […]
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