Management Trades 28/10 – 01/11
Notable Transactions Buy(s) THB 193 mn CGD – Another massive transaction by a family member. Sell(s) THB 22.9mn N/A
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (aav, human, jasif, planb, siri, sgf, tk, tfg) 01.11.19
AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]
Read More →Stocks in the news (bay, ea, gpi, rojna, siri, sena, spvi, tu) 31.10.19
BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]
Read More →Stocks in the news (ckp, hmpro, jkn, mono, ner, qtc, rs, samart, sawad, sena, tu) 30.10.19
CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]
Read More →Stocks in the news (ama, aot, bbl, col, delta, egco, ptt, rojna, scb, scc, thai) 29.10.19
AMA mulls to add 30-40 oil trucks from current 161 vehicles to fill logistic demand for petrol, biodiesel and vegetable oil and liquid prods. Comment: Given that it has fallen so much I wonder if there is value here… Transport Ministry has suggested AOT to halve its landing and parking charges at all airports under […]
Read More →Stocks in the news (acg, amata, aot, gpsc, gunkul, inset, ncl, plat, scb, scc, wph) 28.10.19
ACG sees recovery vehicle sales 4Q on seasonal, will amp up year end campaign to boost sales, plans to add 15 dealerships next year to expand sales and maintenance services. Comment: That doesn’t seem to be the case when look at the sales #s for the industry domestically/regionally/internationally AMATA reassures solid turnaround from strong IE […]
Read More →Stocks in the news (bem, itd, ck, ivl, kbank, seafco, pylon, tiger, wha, whart) 25.10.19
Transport Ministry said he has full authority to revise BEM’s concession extension before the expiry date in Feb 2020. CP Group led consortium, including ITD, CK, BEM, signed a Bt224b contract yesterday to build high-speed train route linking 3 major airports, which is expected to boost economic development and create >100K jobs. Comment: And this […]
Read More →Property Stimulus Measures
So the government has come out with the another round of property stimulus measures, and here are the details: On October 22nd, 2019, the Cabinet approved a temporary reduction in transfer fee from 2% to 0.01% and mortgage registration fee from 1% to 0.01% to those home buyers of up to Bt3m/unit. It will last […]
Read More →Stocks in the news (anan, ivl, jas, ktb, tmb, thai) 24.10.19
ANAN’s a prime beneficiary of Govt’s prop stimulus, plans promo to liquidate Bt33b worth of stocks, Tabloid. Comment: Well not really, as several of their projects are above THB 3 mn IVL t/g recycling 750K tons of plastics by 2025, with Nakorn Prathom plant capable of recycling 1.65m of plastic bottles p.a. Comment: Some have […]
Read More →Stocks in the news (banpu, pace, rpc, sawad) 22.10.19
BANPU in jv with Dura Power to open Lithium Ion battery in China with 1 Gwh capacity. A debt default by PACE will likely dampen other prop developers’ ability to issue new debentures, warns a property industry source. Comment: Absolute bull$hit, AP, LH, PSH, ANAN can (and have) all easily issue debentures/bonds at rates below […]
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