Management Trades 11/07 – 15/07
Notable Transactions Buy(s) THB 44 mn N/a Sell(s) THB 998 mn JMART & GUNKUL – In reality this is a share swap between the two owners. So now they’re both fully vested in one another performing well.
Read More →WHTW Top 10: 11/07 – 15/07
Telecom chess match tightens: AIS acquisition of Triple T Broadband puts more pressure on the regulator as it decides on True-DTAC merger, with the sector becoming a duopoly. Last week’s announcement by Advanced Info Service (AIS) on its proposal to acquire fixed broadband provider Triple T Broadband (TTTBB) is expected to complicate the telecom regulator’s […]
Read More →Stocks in the news (ck, cho, com7, iii, ner, ptg, richy, sat) 15.07.22
CK wins Bt1.078b expressway maintenance contract from BEM. CHO sees solid 2Q, supported by Bt1,496m backlog, on track for M&A in the US, Eon Reality Inc, an operator in Metaverse, as part of CHO Tech Riders 2030 plan. COM7’s appointed a service and solutions distributor for Alibaba Cloud for integrate cloud services in Thailand. III […]
Read More →Stocks in the news (bch, kbank, or, sappe, gunkul, scb, wice) 14.07.22
BCH up hospitel capacity to accommodate rising virus cases after long holidays. Comment: Lots of unregistered “positive” cases throughout my network at the moment. Obviously not shown in the figures, and by now you’ll know my viewpoint is that I just don’t care about this. I hope that most people don’t care either. KBANK in […]
Read More →Stocks in the news (bgrim, kbank, or, scb, sisb, wha) 12.07.22
BGRIM performed foundation stone laying for its Bgrim Power Angthong 2 and 3, 280MW combined worth Bt12b, CODed late next year and Bt5-6b revenue per year. Comment: Screwed on margins for the rest of this year until the government can start charging the nation higher costs for electricity. KBANK’s announced a Bt100b strategic program aimed […]
Read More →Stocks in the news (advanc, fpi, jmart, lph, makro, ori, psh, scb, spali, tkn) 11.07.22
Last week’s announcement by ADVANC on its proposal to acquire fixed broadband provider Triple T Broadband (TTTBB) is expected to complicate the telecom regulator’s decision on the fate of the merger between TRUE and DTAC, with the sector becoming a duopoly. Comment: It’s not complicated, its very straightforward, the next decade will see great cashflows […]
Read More →Market Update 11/07
And my fear for my commodity names ended up being correct, and I think great buying ops. Despite all this rhetoric about the end of the world and demand destruction, I just don’t see it being the case (for now – still a low a probability event) The SET and most of the region (excl […]
Read More →Management Trades 04/07 – 08/11
Notable Transactions Buy(s) THB 452 mn GUNKUL – Just look at how much he’s bought over the past 2 months JMART – Wow, adisak still pounding the table buying back his shares ITEL – A rare one, son/MD is buying. SUPER – And he’s still buying Sell(s) THB 636 mn APCS – There’s a new […]
Read More →WHTW Top 10: 04/07 – 08/07
State firms set to spend 90% of funds: The head of the State Enterprise Policy Office is confident disbursement of state enterprises’ investment budgets will reach 90% of the total this year, after tallying 32% as of May. Enterprises using the fiscal 2022 year have until Sept 30, while those using the calendar year still […]
Read More →Stocks in the news (awc, gulf, kbank, jp, mint, osp, tfg, utp, wha) 08.07.22
AWC anticipates solid turnaround 2H from recovery OCC & higher room rate, contribution from MICE, 12 hotels on track to open FY23-FY27. Comment: Despite it being one of the larger groups on the mkt, it doesn’t attract as much investor interest. GULF raised revenue growth target this year to 80% from 60%, on rise in […]
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