AOT: expects full year revenue reaches pre-Covid level above Bt62b driven by positive momentum from aero & non-aero rev, SAT-1 terminal on track to cod upcoming Sept. CHASE: reported Bt1.6b bad debts purchased for Bt150m during 4M23, aims to seal 2 more deals before end of 2Q. Comment: The first time they’ve bought something in […]
Read More →Like I said…Thailand has effectively been on holiday since mid-April until mid-May, and now volumes have returned to the market and earnings season is almost over. What’s happening this weekend? Well well well there’s a little thing called the election, and here is what is very amusing….everyone practically has a general idea of the outcome […]
Read More →A short week as there were only 2 trading days Notable Transactions Buy(s) THB 222 mn Sell(s) THB 244 mn
Read More →ADVANC: to report 1Q net profit on May 8, Bt6.79b consensus. AMATA: Director, Viboon Kromadit, resigned from the company, effect from May 1. Comment: He’s the been the key salesman for the company managing the relationships with, predominately, the Japanese customer base. PTG: reaffirms solid 2Q from strong fuels sales volume on improved domestic travel, […]
Read More →MAJOR: upbeat 2Q earnings from strong ticket sales during long holiday, higher contribution from advertising revenue & retail business. Comment: First Top Gun saved the industry and now the Super Mario Brothers are going to take it to the moon. TACC: acquires Korean beauty products distributor, Blush Beauty (TH), seeks to branch out from beverage […]
Read More →Strip DELTA out and the YTD doesn’t look this awful, but strip DELTA out for the past 2 years and the SET returns look far worse. Which sector has the best divvy’s? Resources, I haven’t changed my tune on this….oil and friends are still going to have a decent run… In 2 weeks earnings season […]
Read More →Company ctg.vn, dig.vn, fpt.vn, hdb.vn, sab.vn, vhm.vn, vic.vn, vnm.vn, vbb.vn, vtr.vn CTG VN: aims, in 2023, to increase total assets by 5-10% YoY, increase charter capital to VND60,387 bn or over VND66,000 bn through the plan of issuing shares to pay dividends approved by competent authorities. DIG VN: stops offering 100 mn shares to raise […]
Read More →Notable Transactions Buy(s) THB THB 192mn Sell(s) THB 0 mn
Read More →GRAND: BTS raised holding by 0.059% to 15.0505% on Apr 26. Comment: Everyone’s known that GRAND was cheap and waiting for a new shareholder/management team to do something with it. I don’t think BTS group is the answer, but the stock could pump…. JMART: board approved share buyback up to 16m shares (1.1% of paid […]
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