Management Trades 23/06 – 27/06
Notable Transactions Buy(s) THB 237 mn Sell(s) THB 126 mn
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Random Thoughts: Uncloggin the poop in Thailand’s financial system
In the midst of thousands of meetings this week…random thoughts…specifically a POOP theme play. Discussing with a few folks about the upcoming BoT Governors, now what if Vithai (Government Savings Bank) is the next one?What stocks could be in play?One thought was SAWAD – sure makes sense given the relationship between the two organisations. MTC […]
Read More →Stocks in the news (aav, ckp, gunkul) 27.06.25
AAV: mulls increase proportion of domestic flights to increase market share and capitalize opportunity from domestic tourism stimulus, keeps FY passenger target between 23m-24m travelers, will revise figures after 2Q results. Comment: Weaker oil prices + domestic stim + bombed out share price = hello! CKP: anticipates big jump yoy as May flow rate at […]
Read More →Stocks in the news (aot, cfarm, erw, global, kce, scb, scc) 26.06.25
AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →Stocks in the news (cwt, gunkul, or, ptt, scb) 24.06.25
CWT board approved plan for listing of renewable unit, Green Power 2 (GPT), on MAI, will sell IPO not exceed 31.81% of GPT’s paid-up. GUNKUL signed direct PPA with JPN partner, Murata Manufacturing (TH), will develop 7mw solar farm at 1st phase, target cod 1Q26. OR expects no material impact on retail business because there […]
Read More →Stocks in the news (ecf, icn, shr, thcom) 23.06.25
ECF reported fire incident at rubberwood furniture manufacturing plant in Rayong province, spray-painting area & part of the production area affected, 2 employees were minorly injured, no fatalities were reported. Comment: Be wary of these shares….there’s a “financing group” that are experts in “creating liquidity” involved now. ICN wins 2 contracts including integrated digital radio […]
Read More →Management Trades 16/06 – 19/09
Notable Transactions Buy(s) THB 2.7 bn Sell(s) THB 0.6 mn
Read More →Stocks in the news (cpaxt, egco, inet, pcc, ptt) 20.06.25
CPAXT reaffirms that no investment plans in any other project of Magnolia Quality Development Corp (MQDC), nor has it provided any financial support or engaged in any fin relationship with MQDC as per rumours spur in the mkt. Comment: We fully believe everything that CP group has to say about MQDC. Oh c’mon, it’s broke […]
Read More →Stocks in the news (nrf, osp, pttep) 19.06.25
NRF announced cash call via RO total 94.510m shares, 15:1 @ Bt1/share, subscription from Aug 21-27, issue free warrant (NRF-W2) for RO subscribers, XR Aug 1. Comment: Yeah….I thought plant based food was going to save the world. F wits…how’s the deal with Golden Weed donkey kong played out? I do think it’s time for […]
Read More →Stocks in the news (asap, bbl, ktb, thai, bdms, stecon) 18.06.25
ASAP expects car rental demand to accelerate from July on the back of new domestic travel stimulus. Its Changan EV dealership business is gaining traction, with Deepal S05 deliveries beginning this month. Comment: Well….or are fears about the Neta going under dampening consumer sentiment on the Chinese brands? (exclu BYD perhaps?) BBL and KTB are […]
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