Management Trades 26/04 -30/04
Notable Transactions Buy(s) THB 5.7mn N/a Sell(s) THB 11.5 mn N/a
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (anan, bpp, cpf, ilink, ner, sprc, stec, tkn, twpc) 30.04.21
ANAN inked deal with local crypto broker (Bitkub), allowing property buyers to make purchase with crypto via Bitkup wallet. Comment: More positive for Bitkub than for ANAN BPP to start recognizing Bt220-250m p.a. revenue from its 13.4% stake in the Nakoso IGCC PP from 2Q21, on track to expand investment in the US, China, Japan […]
Read More →Stocks in the news (inet, irpc, pttep, scc, tks, tplas, tta) 29.04.21
INET sees FY21 revenue from cloud services +50% yoy from remote working, online platform expansion & paperless adoptions, will estimate Bt4.5b IFF (DCREIT) offering in 2Q. Comment: I still don’t understand why any private enterprise would bother with INET. IRPC upbeats FY21 earnings from wider chem spreads yoy, stock gains & improved sales vol supported […]
Read More →Random Thoughts: AirAsia Thailand Delisting & Relisting
God damn it! I was and remain of the viewpoint that AirAsia is going to rock and roll coming out of this period and I was looking forward to participating in an equity recap of AAV and ride the recovery trade in 2H21 and throughout 2022. But the clever folks there decided to keep the […]
Read More →Stocks in the news (asw, bay, mint, jkn, spali, tidlor, thai, thg, tu) 28.04.21
ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]
Read More →Stocks in the news (ace, uac, ah, bgrim, lpn, sawad, sflex, thai, umc) 27.04.21
ACE and UAC are to submit bids for 10 and 6 community PP permits today. Comment: ACE > UAC (police connections help) AH sees capacity utilization above 80% 1Q21, expects positive parts sales momentum carry thru 2H from improving auto market, eyes 10-15% revenue growth target. Comment: Then they are maxed out. BGRIM is in […]
Read More →Stocks in the news (cmr, color, bch, ea, htech, ner, pttgc, ratch, tfg) 26.04.21
CMR sees 100% OCC at Lanna 1 & Lanna 2 hospital in Chiangmai, will cod 200 beds Lanna 3 hospital in 3Q, lifts total to 410 beds, target FY21 revenue growth no less 30%. Comment: Making bank. Unless ppl have amazing insurance or are at a state hospital, people are going to suffer with payments […]
Read More →Management Trades 19/04 – 23/04
Notable Transactions Buy(s) THB 40 mn RS – And he’s still buying it up Sell(s) THB 145 mn ZIGA – Strange strange company, somehow this steel player is going into Cannabis too. But hey the CEO offloaded a huge amount of stock.
Read More →Stocks in the news (ace, tpch, uac, egco, gunkul, age, cpf, tfg, inset, lh, pimo, rs, scgp, siri, whaup) 23.04.21
ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
Read More →Stocks in the news (advanc, ilink, sanko, stark, tidlor, whaup, wge, zen) 22.04.21
ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]
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