Management Trades 20/11 – 24/11
Notable Transactions Buy(s) THB 190 mn Sell(s) THB 368 mn
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ThaiCapitalist Commentary
Stocks in the news VN
Week 20/11 – 24/11 baf.vn, bsr.vn, kdc.vn, pnj.vn, vhm.vn, vic.vn Company BAF VN: has approved a plan to issue more than 68.4 mn shares via private placement to existing shareholders at a price of VND10,000 per share. BAF VN: was approved to list a bond batch (BAFH2225002) of VND300 bn. Comment: So more equity…again…but this […]
Read More →Stocks in the news (aav, asian, bcp, ktb, lh, or) 24.11.23
AAV: boost domestic flights from 87 to 105/d to accommodate travel demand on holiday season. Comment: This will go some way to alleviating high domestic ticket prices, and the scale increase should help AAV. ASIAN: cuts full year revenue target to Bt9.7b -14% yoy, weak topline on sluggish frozen food sales outweigh improve tuna export […]
Read More →Stocks in the news (advanc, centel, ekh, ptt, sa, turtle) 23.11.23
ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB. CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex. Comment: Look at the rates the strong hotel players […]
Read More →Stocks in the news (akr, amr, aot, aura, sav) 22.11.23
AKR reaffirms big jump 4Q from strong transformer sales as demand grow on the back of renewable expansion from corporate, upside from EPC project, Bt700m backlog pending to realize, keeps 15% full year revenue growth target. Comment: This industry, transformers and substation providers are going to make $ if the country continues to go down […]
Read More →Stocks in the news (bgrim, cpn, nyt, pttgc, spali) 21.11.23
BGRIM inked deal Petronas Lubricant Int’l to jointly expand market in TH, explore energy solution in Thailand & Southeast Asia. CPN upbeats earnings visibility from project in the pipeline pending to cod, new malls & expansion of non-retail to be growth drive, Central Westville on track to cod next week (Nov 29), Central Nakhonsawan mall […]
Read More →Stocks in the news (awc, banpu, bki, bla, ivl, ptg, warrix) 20.11.23
AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]
Read More →Market Update 20/11
Soooo, the naked short selling news – there’s no smoke w/o fire. And the retail investors are all over this in the Thai social media spaces providing evidence, here’s one link sent to me 2 weeks ago, facebook link re JMT , but like anything else in the markets – it will be forgotten and […]
Read More →Management Trades 13/11 – 17/11
Earnings season is over and just look at the number of buy’s by management/directors Notable Transactions Buy(s) THB 809 mn Sell(s) THB 25mn
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