Market research on Thai Stocks in the SET Index
ASK: Chailease Capital raised holding by 7.9827% to 9.4219% on Jun 6. Comment: I still remember when the share price was going sky high in 2021 and they raised capital and asking a good friend (Mrs ML I know you’re here), “since when did ASK become a growth stock?” and she went “this world is […]
Read More →ADVANC, GULF, JAS secure exclusive rights for Thai Football League broadcasts for the next 4 seasons till 2029, includes an option for a 2-year extension. Comment: It does feel that Gulf is slowly chopping away at the stranglehold that CP group has had with True. AOT: Emirates launch 2 new routes via BKK-Danang & BKK-Siam […]
Read More →Notable Transactions Buy(s) THB 38 mn Sell(s) THB 0.4 nm
Read More →EPG sets Bt14b revenue target this year, on aggressive expansion in contraction mats and packaging, while focusing on cost control to maintain margin, sets Bt483m capex. OR in collab with RCL in developing biodiesel for shipping fleet, aiming to reduce carbon footprint. SPALI keeps plan for 36 new projects, after recovering from quake, with windfall […]
Read More →ICHI sees solid 2Q with 25% rise in sales on recovering oversea sales, especially CLMV, while OEM has received Bt185m in orders, plus extra gain from Ayudhaya land sales worth Bt120m. Comment: Well – it’s the “hot season” as well. Let’s see if this actually the case, I was of the viewpoint that we were […]
Read More →Ohhh boy here we go. Note: There’s likely to be several data errors, blame the service provider, I’m not going to double check ~900 listed companies results. Chart 1: Ups and Downs Comment: Which companies showed increases/decreases QoQ and YoY for both sales/revenue & net profits. How’s that for a depressing image that ~20% of […]
Read More →GULF reported 1Q net income rose 55% yoy to Bt6.6b, based on pro forma financial performance after completing a merger in April.GULF is to raise Bt300b to refinance and boost future investment after merging with INTUCH, over next 5-10 yrs. The plan will replace the Bt200b plan, under which Bt185b have already been issued. Comment: […]
Read More →Notable Transactions Buy(s) THB 240 mn Sell(s) THB 200 mn
Read More →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 →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 […]
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