Market research on Thai Stocks in the SET Index
CRE VNToday is the ex-date for executing purchase rights at the ratio 1:1 and issuing bonus shares at the ratio 10:3. The subscription period for purchasing rights will be from Aug 24 to Sep 13. FYI, today’s reference price will be adjusted from VND28,200 to VND16,600. Besides, Mrs. Tran Thi Tuyet Mai, wife of BoD […]
Read More →LEO sees growth momentum in 2H on rising demand entering high seasonal for imports-exports, while global shopping sales by giant e-commerce in China, 2nd self-storage in Yaowarat, and 2nd container yard all to help contribute and sees 30-35% revenue growth this year. MINT sees resorts & hotels operation in Maldives and EU already surpassed pre-Covid […]
Read More →ASIAN sees stronger 2H on recovery in 4 main business, boosting this year revenue to Bt11.2b, with 50% achieved in 1H. Comment: Just look at their growth in pet food BEM maintained FY tollway traffic 1.1m trips/day, MRT ridership >300k/day, reopening of Queen Sirikit Conventional Center and cod of One Bangkok Dusit Thani to boost […]
Read More →BKI sees 2H turnaround on absence of heavy Covid claims, higher investment incomes on improving mkt condition, pays dividend Bt3.5, XD Aug 24. Comment: It’ll be interesting to see how the insurance players progress over the next 6-12 months. Given that 3 players are out – bankrupt due to covid claims. Competition down, market size […]
Read More →AS’s 2 major holders sell 73.72m shares (15.7% of total outstanding) and up to 33.83m units of AS-W2 to SABUY, expects synergy from digital ecosystem, blockchain and e-payment service while SABUY can access new clients from AS’s 100m mobile gamers account. Comment: It’s very interesting watching SABUY work. I think this has been a great […]
Read More →AOT reported 6M22 (Jan-Jun) passenger traffic from 6 airports under management +170% yoy to 22.4m, +14.1m vs 8.3m travelers 6M21. Comment: What demand slowdown? The rate of change is going to look amazing til the end of 2024. BE8 sells PP 26.050m shares (11.52% of paid up) at Bt47.6/share to Keymaker Venture Capital, will use […]
Read More →Notable Transactions Now that earnings season is over, it’ll be interesting to see which way management, directors’ & owners will go. Buy(s) THB 1 mn N/a Sell(s) THB 3 mn N/a
Read More →ACE sees solid growth momentum in 2H and on track to meet >Bt6b revenue target this year, signs MOU to supply electricity to Asia Clean IE in Chonburi and to join bid for community waste power plant. NBTC board postponed decision on TRUE-DTAC merger, need more info, while consumer advocates petitioned the Norwegian embassy in […]
Read More →AP reported 7M22 sales at Bt29.96b, account for 60% of Bt50b residential sales target, 3Q momentum remained strong from completion of 2 condos Rhythm Ekamai Estate & Life Sathorn Siera, current backlog Bt33.63b ensure earnings visibility, firms on Bt47b FY revenue target. Comment: More market share for the big boys. COTTO expects 2H turnaround from […]
Read More →LH Group could be the one to decide fate of JAS’s broadband (TTTBB) spin-off to ADVANC as the group is the 2nd largest unit holder of JASIF, 616.08m units or 7.7% of total outstanding. Comment: Haven’t looked into this, though I wouldn’t see why LH wouldn’t vote for this change. NRF to cod 1st phase […]
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