Management Trades 14/10 – 18/10
Notable Transactions It’s a quiet week and will continue to be quiet as it’s earnings season… Buy(s) THB 8.7 mn Sell(s) THB 1.7 mn
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (bbl, crd, itc, maguro, moshi, mcot) 18.10.24
BBL: 3Q net profit @ Bt12.47b, +9.9% yoy, beats Bt11.44b consensus, thanks to better than expected NIM, investment gains and strong non-NII recovery, lower LLP qoq. Comment: Balance sheet is average still…but if BBL is struggling…just imagine how everyone else is doing… CRD sees strong 4Q driven by waste collection biz in Chiang Mai and […]
Read More →Stocks in the news (aot, bbl, ktb, thai, sak, qhpf, ttcl) 17.10.24
AOT: ITA Airways extends direct flights btw Rome-BKK beyond winter schedule that end on Mar 27, 2025 to offer year-round service. Comment: Death of tourism blah blah, this is thailand, I saw the phuket tsunami disaster first hand and tourism increased 10x. BBL & KTB are expected to benefit from lower NPL after Thai Airways […]
Read More →Stocks in the news (dmt, onee, ptg, sawad) 16.10.24
DMT sees positive 2H momentum, supported by surged toll way traffic aft Air Asia X relocate back to DMK airport effective Oct 1, tailwind from flights increase on reopening of DMK building 1 and holiday season in 4Q boost earnings, maintain FY daily average target at 116,000 trips/d from +8.5% yoy from 106,907 in 2023 […]
Read More →Management Trades 07/10 – 11/10
Notable Transactions Buy(s) THB 70 mn Sell(s) THB
Read More →Stocks in the news VN
Week 07/10 – 11/10 baf.vn, kbc.vn, ft.vn, nlg.vn, pnj.vn, ppc.vn, tcb.vn , vic.vn, vjc.vn, Corporate BAF VN: BAF wants to issue 65 mn individual shares to professional securities investors at a price much lower than the current market price. The offering price is VND15,500/share, 30% lower than the close price on October 8 of VND22,200/share […]
Read More →Stocks in the news (banpu, bgrim, proen, hmpro, sawad, siri, spvi, top) 11.10.24
BANPU teams up with APAC Sustainable & Decarbonization Infra Equity Fund sponsored by Aravest & SMBC Group to jointly fund $145m investment in Amp Co, a JPN renewable solution firm, to develop solar & wind project combined 800 mw in JPN. BGRIM mulls expand proportion of direct PPA in port, expects robust demand growth for […]
Read More →Stocks in the news (ani, bch, bjc, ccet, estar, master, ncl) 10.10.24
ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →Stocks in the news (aot, bem, caz, centel, dusit, cpn, nwr, ori, sprc, true) 09.10.24
AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19. BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One […]
Read More →Stocks in the news (egco, or, orn, proen, tatg, tfg) 08.10.24
EGCO submitted bidding for renewable PPA with ERC combined 2,180mw. Comment: What will EGCO win vs GULF? OR teams up PTTGC to joint expand sustainable aviation fuel (SAF) to enhance entire value chain from refinery to retail fuels, out on sale by 1Q25. ORN says 2 of ongoing condos project in Chiang mai (The Astra […]
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