Market Update 22/02
Earnings earnings and earnings. But who cares? It’s momentum into the companies where the drop in demand < the drop in supply. And going forward starting 2Q, everything is going to look great YoY.
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ThaiCapitalist research
Management Trades 15/02 – 19/02
Notable Transactions Buy(s) THB 4.6 mn N/a Sell(s) THB 10.5 mn N/a
Read More →WHTW Top 10: 15/02 – 19/02
SpaceX rep held talk with NBTC on Friday on obtaining internet satellite license as it plans to open commercial booking in Thailand this year. A 4 days Censure debate against the PM and 9 ministers will begin on Tuesday and end on Friday, before the voting on Sat. It’ll be chaotic if the Opposition is […]
Read More →Stocks in the news (anan, or, sta) 19.02.21
ANAN plans 5 new projects worth Bt24.4b, sets Bt18.6b presales and Bt16b transfers this year. Comment: The owner should stop smoking weed and dreaming about drone deliveries and go back to focusing on his core business. OR will not fall under Cash Balance trading curb, after share price closed at Bt30.25 yesterday, causing its PE […]
Read More →Stocks in the news (aot, eastw, gfpt, noble, pttgc, true) 18.02.21
AOT lowers passenger projection this year to 31.9%, down 33.4% from earlier projection in November 20, flights down 25% to 335,459, and expects things to turn back to pre-Covid in 2024.AOT reports full system tested on automated people mover (APM) system at SIA satellite 1, will be able to carry up to 6k passenger/hour to […]
Read More →Stocks in the news (advanc, bay, dcc, eason, gcap, pttep, thai, thcom) 17.02.21
ADVANC targets 1mil new 5G customers, 1.6m home BB internet this year, sets Bt25-30b capex to expand networks, sees low single digit growth in service revenue. BAY’s auto loan unit, Ngern Tid Lor, submitted filing to SEC to sell IPO 1.043b shares. Comment: Now we’ll see behind the curtain of one of the largest players. […]
Read More →Stocks in the news (dtc, ktc, ip, or, ptt) 16.02.21
DTC signs mgt agreement with Fengshun Jindebao Kaiyue International to rebrand & management 190 guest rooms under the name of Dusit Princess Hot Springs Resort Fengshun, Guangdone, cod this April, will add 3 more hotels in China this year. Comment: A second announcement KTC expects KTB Leasing M&A transaction to complete before end of May, […]
Read More →Stocks in the news (dtc, ea, mti, nwr, or, salee, scc, wp) 15.02.21
DTC signed hotel management contract with Kuwait real estate co., Al Fajer International Holding, to mgt Dusit Princess Mahboula Kuwait, comprises of 180 rooms plus 70 serviced apartment, target cod 4Q23. Comment: These deals are still happening throughout the world. People here don’t understand that travel is relatively normal within parts of the UAE/pakistan/turkey/greece etc […]
Read More →Market Update 15/02
Hello crude oil my old friend.
Read More →Management Trades 08/02 – 12/02
Notable Transactions Buy(s) THB 508 mn EA – He’s transferring shares between himself? Probably for personal leverage reasons. Sell(s) THB 550 mn EA – See above NOBLE – Funny movements here.
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