Management Trades 23/05 – 30/05
Notable Transactions Buy(s) THB 240 mn Sell(s) THB 200 mn
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (advance, bam, bcpg, prapat, seafco, tpipp) 30.05.25
ADVANC’s unit, Advanced Wireless Network, has submitted bids for 850MHz, 1500MHz, 2100MHz and 2300MHz spectrum , qualified bidders will be announced June 19, auction on June 29. TRUE, via its unit TrueMove H has also submitted for similar spectrum Comment: Allowing this duopoly is going to come at the cost of the country and the […]
Read More →Stocks in the news (aav, cpn, sappe) 29.05.25
AAV keeps FY psx t/g ~23-24m, adding 6 aircrafts tally to 66 planes to strengthen mkt share in competitive routes, lower oil px open upside to margin, will review annual t/g aft eo-2Q. Comment: As long as oil stays low, margin improvement. CPN to launch 9 new pjs woth Bt16b, including a luxury single-detached house […]
Read More →Stocks in the news (apco, aot, awc, bjc, ba, btg, ktb, kbank, ivl, siri, tfg, tidlor, top) 28.05.25
APCO in talks Nigeria prtnr to expand health supplement biz in Africa, expects to secure OEM ords to supply 12 items at first phase, ink deal in Jun. AOT: Austrian Airlines will increase flights frm Vienna to BKK, operating double daily services for an upcoming winter flight scheduled frm Oct till Apr 2026. AWC & […]
Read More →Stocks in the news (epg, lts, stpi, top) 27.05.25
EPG collabs with metal sheet roofing producer, Assavas Metal, to joint expand roof solution, bringing its AERO-ROOF insulation to combine with Assavas roofing system. Comment: Who cares about EPG…really…tell me? anyone? anyone? Does the company now have 1,000,000 patents? Perhaps the company should focus on getting their returns on capital/assets/equity higher. LTS’s board approved acquisition […]
Read More →Stocks in the news (bgrim, cpall, ratch, stecon, true) 26.05.25
BGRIM acquires 97% stake in Philippine solar power pcdr (Caronsi Solar Energy Corp) undertaking & developing 65mw solar project. Comment: The Philippines is the best example of a country that is controlled by 10 families and a group of corrupt politicians and civil servants. An unpopular opinion I have is that Duterte was fantastic for […]
Read More →Management Trades 19/05 – 23/05
Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
Read More →Stocks in the news (ap, ba, ckp, kgi, zgi) 23.05.25
AP: sees growth momentum r/m intact, 4M25 pre-sales +18% yoy to Bt 14b, m/t 2Q launch plan 7 SDH project worth Bt 12b, 3 condos project total Bt 8.1b scheduled to transfer in 2Q bolster earnings. Comment: That is impressive to see. One of the few real estate players to show growth this year. Then […]
Read More →Stocks in the news (amata, amatav, cpaxt, imh, rcl, top) 22.05.25
AMATA keeps FY industrial land sales target at 1,400 acres (3,500 rais) +15% yoy driven by demand from data center, electronics and auto sector at EEC area in Rayong & Chonburi, growth from Amata Smart City Namor in Laos remain intact supported by industrial clients from China, 50% of Bt 21.49b land sales backlog to […]
Read More →Stocks in the news (asap, fsmart, jas, mono, planb, or, psg, sabuy, sena) 21.05.25
ASAP eyes 28% FY rev growth target above Bt11b driven by rental fleet cars and used vehicle sales, tailwind from Changan EV dealership and growth from motor insurance brokerage. Comment: Could it be time for this name to return? I remember meeting the CEO pre covid, and he impressed me. FSMART to seal deal with […]
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