Market research on Thai Stocks in the SET Index
Week 24/10 – 28/10dgc.vn, msn.vn, pc1.vn, tcb.vn , vic.vn, vjc.vn, vhm.vn Company NewsDGC VN: announced its business plan for Q4 with total consolidated revenue of VND3,299 bn (-5% YoY), PAT of VND1,100 bn (-21% YoY). Comment: They’ve had a good run in the past 2 years purely due to the commodity price rises. Granted its […]
Read More →AOT: sees no impact if Treasury department decides to scrap 50% land rent discount at 6 airports from next year as remedy package for duty free shop, tenants & airlines also coming to an end at eo-FY23, higher international arrivals, recovery aero & non-aero revenue > rescue package. MAKRO: launched mini mart platform, BuddyMart, aims […]
Read More →AOT: Treasury department mulls scrap 50% land rent discount at 6 airports next year as Covid situation eased. Comment: Tourism figures are still -50% of pre wuflu, but the share price is already near the 2019 peak. Well ok…granted I do still think TH will back to those high travel figures within the next 6-12 […]
Read More →ADVANC: mulls propose JAS to buys JASIF at lower than Bt 8.5/unit in exchange of keeping rental guarantee payment of fiber network by Tripple T Broadband, tabloid. Comment: Well that’s amusing. It’s just an IRR calculation atm. ASAP: expects windfall from an upcoming domestic travel stimulus, revamp fleets to accommodate car rent demand upcoming holiday […]
Read More →B: debut automated EV at smart warehouse, upbeat outlook from higher productivity, lower energy & labor costs. Comment: The issue with this is that you need SIZE, unless it’s a massive warehouse, there is no scale factor. COM7, DELTA and RATCH are among top candidates to be added into SET50 for 1H23, tabloid. CSS-PG Electric-PMC […]
Read More →We are now entering the quiet period as it’s earnings season. Notable Transactions Buy(s) THB 105 mn ITEL – Owners son (of ILINK) is buying. A – Now that’s been a while since the owner bought shares. Sell(s) THB 56 mn HMPRO – He’s still selling hmmm….
Read More →Week 17/10 – 21/10 Stock news (baf.vn, dig.vn, dhg.vn, drc.vn, fmc.vn, fpt.vn, hdc.vn, imp.vn, pdr.vn, plx.vn, ptb.vn, nt2.vn, ntc.vn, szc.vn, vos.vn, vpi.vn) Comment: A lot is company performance figures – note that 3Q21 has a low base due to the lockdowns (remember those) – thus I can’t comment on every name – too much to […]
Read More →AWC accepted transfer of leasehold rights of Bt4,205m Gateway Ekamai Project from its subsidiary, with plan to develop it into a fully functioning shopping center. Comment: Another private asset of the family are being monetised into the plc. BJCHI secures 2 contracts from Santos for projects in AU, involving supply and provide fabrication of wellhead […]
Read More →ASW expands into lifestyle and entertainment by taking 41.18% stake in Zaap World, to add brand value among new gens. Comment: Other than MK suki, and perhaps now After You, what other Thai brands have actually succeeded staying in people’s minds? CKP adds 8% more stake worth Bt21.5b in Luangprabang PP, bringing total to 50%, […]
Read More →AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency. AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece. Comment: Now here’s your typical […]
Read More →