Author: Pon
Stocks in the news (centel, tisco, whaup) 14.03.25
CENTEL: upbeat outlook after announced hotels & resorts expansion plan at ITB Berlin travel exhibition, will launching new hotels including Centara Indonesia & Nepal, Centara Grand Lagoon Maldives, 2 facelift projects including Centara Grand Beach resort Hua-Hin & exclusive villas under Centara collection plus fully refurbished Centara Grand Beach Krabi and repositioned as Centara Reserve […]
Read More →Stocks in the news (banpu, bcp, cpf, mgc, ttb, tpbi) 13.03.25
BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025. BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5. Comment: Yes – but it’s been switched between the same parties. […]
Read More →Stocks in the news (anan, auct, bjc, ccet, shr) 11.03.25
ANAN sets Bt14.5b revenue target this year, from Bt10b backlog recognition, plans Bt50b Phuket project to capitalize in downward interest rate trend. Comment: Is this why it pumped? Isn’t this company bankrupt? And they’re launching a THB 50 bn phuket project on top of the Porsche condo residences on Sukhumvit? How the fudge are they […]
Read More →Market Update 10/03
The popular news today is that the digital wallet news is coming back. Other than that…let’s see what happens. Over the weekend I watched this report on Thailand’s debt situation on youtube, https://www.youtube.com/watch?v=_hpCpEm6PeE. It’s everything we know i.e. demographics, people overspending, covid leading to multiple issues, and its decently made – worth your 40 mins. […]
Read More →Stocks in the news (amata, ba, bam, banpu, jpark, thai, trubb) 10.03.25
AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank. Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location BA sees 2M25 passenger […]
Read More →Management Trades 03/03 – 07/03
Notable Transactions Buy(s) THB 184 mn Sell(s) THB 85 mn
Read More →Stocks in the news (bgrim, ori, nrf, synex, toa, wha) 07.03.25
BGRIM sets 10-15% revenue growth target from gradual COD of new projects with combined 605MW with plan to add 40-50MW from new industrial and old clients to align with pool gas system, no impact from Global Minimum Tax, sets Bt12b capex and to secure partner for data centre in 1H25. ORI plan to sell 6 […]
Read More →Stocks in the news (bcp, delta, ptt, toa, plus) 06.03.25
BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
Read More →