Management Trades 27/04 – 1/05
Notable Transactions Buy(s) THB 101 mn THG – A director is buying shares from the Chairman/Founder? A change finally occurring here? Sell(s) THB 75.8 mn THG – See above
Read More →Author: Pon
Market Update 05/04
And now the fun starts. 1Q earnings are continuing to be released for Thai companies/region/world. Economies are going to begin opening up. What is currently being priced into the markets/sectors/names? Hope? Reality? Will there be a disappointing in how slow the economy opens up? Several businesses are gone, salaries are lost, debt has been accumulated. […]
Read More →Stocks in the news (chg, delta, inet, mbk, mint, pace, seafco, singer, ttw) 05.05.20
CHG reaffirms 10% revenue growth target after securing more SSO’s patients. Comment: The hospitals that aren’t focused on foreign customers are now the safer players. DELTA sees higher revenue from abroad after US & EU ease lockdown, maintained 5-10% revenue growth target, tailwind from weak THB boost earnings. Comment: That is impressive. INET will branch […]
Read More →WHTW Top 10: 27/04 – 01/05
SME soft loans open for applications: Commercial banks to relay customer list to BoT. On Monday, the Bank of Thailand plans to kick off applications for the 500-billion-baht soft loan scheme for small and medium-sized enterprises (SMEs) affected by the coronavirus, with banks expected to start taking out the loans from the central bank late […]
Read More →Stocks in the news (aot, lpn, makro, smpc, thai, thre, tnp) 30.04.20
AOT expects 92 flights on reopening May 1, psx remains low at 3-4kpd, no plans to cut airport tax. LPN: SSO cut holding by 0.2383% to 4.9791% of total outstanding last Fri (Apr 24), SEC filing. MAKRO upbeats 2Q earnings following debut of mobile app to boost online sales, expects e-commerce continue to grow amid […]
Read More →Stocks in the news (awc, ktc, toa, ba, bts, ichi, jkn, jmt, ptt, thai, tlgf, wha) 29.04.20
AWC, KTC, TOA are expected to be added to MSCI Global Standard to be announced May 12, tabloid. BA to resume domestic flights on May 15, starting with 2 flights to and from Samui daily. Comment: The samui monopoly (okok market leader) begins. BTS will increase trains frequency to avoid overcrowded on lockdown easing starts […]
Read More →Stocks in the news (aot, cbg, centel, ecf, epg, hmpro, seafco, spcg) 28.04.20
AOT said remedy packages offering to airlines will dent its revenue this year by 17%, in talks to reduce state prop charges and cutting other costs. Comment: Plus take into account the packages given to renters. Their earnings are gone for the year. CBG will add more functional drink on shelf after sales of Woody […]
Read More →Market Update 24/04
And now the bull and the bears will fight Bulls Its only 2 months lost earnings The recovery is underway globally with multiple economies beginning to open up Liquidity is flush in the system Massive fiscal spending to kick in by June Low interest rates Bears: Still “expensive” valuations The economic destruction will be felt […]
Read More →Stocks in the news (aav, jmart, ple, scb, seaoil) 27.04.20
AAV raised air fares as social distancing requirement cuts capacity by 30%, request soft loans from government. Comment: Well then…so the low-cost airlines won’t be low-cost anymore. This is inflation. JMART welcomes KB Kookmin Card, a unit of KB Financial Group, to take a 50.99% stake in J Fintech, hoping to build on synergy, to […]
Read More →Management Trades 20/04 – 24/04
Notable Transactions Buy(s) THB 2.9 mn N/a Sell(s) THB 3.3 mn N/a
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