Management Trades 19/05 – 23/05
Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
Read More →Tag: ani
Stocks in the news (ani, bch, bjc, ccet, estar, master, ncl) 10.10.24
ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →Stocks in the news (ani, asw, bem, btg, dmt, mgc, sabuy, spa) 15.12.23
ANI sets 25-30% rev growth target next year on higher airlines partners to cover Europe, with supports from shareholders, III and SKY, while SJWD mulls taking a majority stake. Comment: I do like the business here, it was the main value driver for III. ASW revised FY23 launch plan to 15 project worth Bt 30.26b […]
Read More →Stocks in the new (ah, ani, asefa, bki, cpf, cpn, delta, intuch, kbank, ktc, master, mint, mgi, ratch, sabuy) 14.12.23
AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]
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