Category: Updates

Updates

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Stocks in the news (bgrim, gulf, itd, kkp, cpf) 16.05.25

BGRIM posts 51.6% increase in net profit for first quarter: B.Grimm Power Plc (BGRIM) reported a 51.6% increase in net profit for the first quarter this year, while advancing industrial user expansion and nearing commercial operation dates for its renewable energy projects. Net profit jumped by 51.6% to 749 million baht, while earnings before interest, […]

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Stocks in the news (tidlor) 15.05.25

TIDLOR to debut today, after transforming into a holding co via share swap at 1:1 ratio, while NTL is delisted effective today. Comment: Some clever people were telling me yesterday that the last 2 companies to switch to holdco’s were SCB and STEC and both their share prices, as did TIDLOR’s, declined stupidly into the […]

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Stocks in the news (cpall) 14.05.25

CPALL board approved Bt7.5b share buyback, not exceeding 150m share or 1.67% of paid up, between May 16 to Nov 14. Comment: Accept our little gift you peons

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Management Trades 05/05 – 09/05

It’s still a quiet period for the insider buying/selling (officially) as the earnings season period continues until the 15 May. Let’s see what happens after then… Notable Transactions Buy(s) THB 15 mn Sell(s) THB 0

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Market Update 12/05

Thailand cut rates, the baht went to as strong as 32.8 versus the USD and the market has recovered a bit. Trumpy has spanked China (though let’s see what happens over the next 1-2 months regarding this negotiation – the probability of this already resolved by now is 1%, no negotiation can be completed in […]

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Stocks in the news (awc) 13.05.25

AWC sets >Bt100b 5-yr capex, focusing on domestic, with 3 new hotels to CODed and Jurassic World in Jul, interested in Govt’s entertainment complex for non-casino segment. Comment: Buying from the family? Or actual development? AWC b/s still feels stretched and even with the share price -50% since its IPO, it’s still expensive…

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Stocks in the news (bgrim, pttep, sav, spali, tu) 09.05.25

BGRIM mulls increasing proportion of direct PPA on power sales in portfolio, target data center & AI infrastructure. Comment: What happened to their renewable port and targets? DE PTTEP keeps FY O&G sales volume target at 510k boepd, EBITA margin btw 70-75%, sees 2Q sales momentum remain strong aft increased stake in Sinphuhorm project, larger […]

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