Category: Updates
Updates
Stocks in the news (ap, awc, bsrc, ck, com7, scb, sorkon, tse) 28.02.25
AP targets 12% FY25 revenue growth to Bt52.9b, supported by Bt41.62b outstanding backlog, 4 condos worth Bt10.4b (75-80% sold) scheduled to complete this year fuel earnings, sets FY25 launch plan at 42 residential projects total Bt65b (15 SDH, 18 townhome & 6 condos), pays Bt0.6 dps XD May 7. AWC plans to double its assets […]
Read More →Stocks in the news (cpall, ktc, ip, samtel) 27.02.25
CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate. Comment: That led to a pump yesterday… KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain […]
Read More →Stocks in the news (com7, gulf, moshi, mtc, ner, sav) 26.02.25
COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
Read More →Stocks in the news (ivl, sricha) 25.02.25
IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]
Read More →Stocks in the news (advanc, dmt, ptt, true) 24.02.25
ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →Management Trades 17/02 – 21/02
Notable Transactions Companies are still in silent period mode as earnings season is still ongoing… Buy(s) THB 29mn Sell(s) THB 0.1 mn
Read More →Stocks in the news (bcp, sc, snnp) 21.02.25
BCP board approves plan to tender for the remaining 631.859m share of BSRC via share swap, 6.5 to 1 new BCP share, before delisting. From yesterday closing price at Bt4.94 and Bt36.5 for BSRC and BCP, the former looks cheap. Comment: Well that’s interesting…. SC to rebrand and diversify into non-property business next year, as […]
Read More →Stocks in the news (aai, ilink, malee, smpc) 19.02.25
AAI sees no impact from trade war, will add new pet foods products in line up, eyes Bt6.5b FY25 revenue target. Comment: Trump is going to save the pets in america, I’m not worried about tariffs for this industry “They’re eating the dogs, they’re eating the cats…” ILINK signed power distribution improvement project with Provincial […]
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