Management Trades 25/04 – 29/04
Notable Transactions Buy(s) THB 118 mn THG – A director bought at 61 ish (post the collapse in the share price) and the owner bought at the top Sell(s) THB 11 mn N/a
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Market research on Thai Stocks in the SET Index
WHTW Top 10: 25/04 – 29/04
Car exports hit by parts crisis: Shortage cut March shipments by 10.2%. Car exports in March fell by 10.2% year-onyear to 93,840 units due to semiconductor and auto parts shortages, says the FTI. Thailand’s car exports in March dropped by 10.2% year-on-year to 93,840 units due to a shortage of semiconductors and auto parts, which […]
Read More →Stocks in the news (aot, ceye, cpw, ee, scc, tacc) 29.04.22
AOT to still report net losses this year, after only 19m pax traffic in 7M22, way below 62.13 FY22 target, which soon to be revised lower. Comment: Valued as if Chinese tourists are going to be here in force in 2 months CEYE: content management, digital marketing, on/offline media solutions, Chamni’s Eye, debut IPO 70m […]
Read More →Stocks in the news (bdms, ea, princ, salee, scc, tmt) 28.04.22
BDMS forms 60:40 jv with COM7 to expand upscale drugstore, offer medicines, med equipment, health tech products, BDMS will get expertise in retail mgt while COM7 expand into new biz in healthcare. Comment: Great move by both parties, but be aware it takes scale and massive scale for this to payoff. 100 stores is nothing. […]
Read More →Stocks in the news (asw, chayo, delta, fpi, gulf, inset, mc, ner, tu, wfx) 27.04.22
ASW sets Bt6b revenue target, +20% yoy, Bt10b presales, supported by 7 new projects worth Bt12.4b, and recognitions for Bt7.33b backlog. CHAYO target FY22 revenue growth >25% driven by outstanding Bt80b distressed assets under management, improved cash collection on easing curbs, credits facility for SMEs & franchise operators, upside from AMC ventures with BANK, will […]
Read More →Stocks in the news (aot, forth, mk, osp, sabina, samart, scn, snnp, wice) 26.04.22
AOT sees 19m passenger arrival for 6M22 (Oct 21 – Mar 22), likely fall short of 60-70m full year target, expects Transport Ministry to approve transfer of 3 airports (Udonthani, Burirum, Krabi) from Department of Airport by end of April. Comment: Still the best monopoly play on the country’s aviation, but….yes…valuations are what they are. […]
Read More →Stocks in the news (akr, cpf, ktc, rcl, rs, tccc, wice) 25.04.22
AKR sees 1Q transformer sales +20% yoy driven by renewable & EV chargers expansion, aims to secure 10-15% of Bt2.5b current bidding, target 20-25% revenue growth this year. CPF to list CP Vietnam in Vietnam. CPV generates Bt60-70b revenue p.a., or 20% of revenue, spinning off wud help raise fund for Bt10b chicken complex in […]
Read More →Management Trades 18/04 – 22/04
Notable Transactions Buy(s) THB 137 mn THG – Dr Boon still going 8alls to the wall with his purchases. Sell(s) THB 211 mn A5 – This director dumped 2% of total shares. RAM – Stock was pumped from 30 to 60 and then boom this “captain”/director sold his stake. KOOL – The MD has reduced […]
Read More →Stocks in the news (bgrim, dmt, ekh, rbf, singer, tfg) 22.04.22
BGRIM said 3,600MW LNG-to-Power in Vietnam may be included in the 8th Power Development in Vietnam, together with 2-3 more with 2,000-3,000MW. Comment: Just look at the power assets that BGRIM is gathering throughout Asia. DMT: Easy Pass smart card established by Express way authority (EXAT) able to access Don Muang tollway from April 23. […]
Read More →Stocks in the news (cv, psl, ral, seafco, spvi, thani, tsr, winmed) 21.04.22
CV acquires 60% stake in VN wood pellet manufacturer, DKC Energy Joint Stock Co., to strengthen energy source for renewable portfolio. Comment: How does a wood pellet manufacturer add to a renewable portfolio:? PSL signed agreement with KR client, Pan Ocean, to lease ultra max vessel for 9-11mths at US$35.5k/day. Comment: The smaller drybulk players […]
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