Management Trades 30/01 – 03/02
Notable TransactionsBuy(s) THB 353 mn Sell(s) THB 324 mn
Read More →Tag: gulf
Management Trades 23/01 – 27/01
Notable Transactions Buy(s) THB 428 mn Sell(s) THB 780 mn
Read More →Management Trades 16/01 – 20/01
Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
Read More →Stocks in the news (cho, gulf, susco, tfg, cpf, thcom, wha) 16.01.23
CHO sets Bt1-1.5b revenue target this year, returning to profit in 3Q23, supported by Bt800m revenue from SPAC and Bt90m/Q revenue from hemp related business, and Bt1.3b backlog from BMTA bus maintenance contract, realizing over 5-year. Comment: I do like the business model here, as it’s a simple cf spread, but I don’t like the […]
Read More →Stocks in the news (gulf, rjh) 05.01.23
Gulf eyes indirect route to taking over AIS: Firm aims to pursue further restructuring. SET-listed Gulf Energy Development is expected to pursue a further restructuring of its telecom business portfolio this year, which will include becoming the direct major shareholder of leading mobile operator Advanced Info Service (AIS), according to a market analyst. Thailand’s biggest […]
Read More →Stocks in the news (bem, dtac, true, gulf, sgc, singer, warrix, wfx) 13.12.22
BEM: reported Nov avg MRT ridership +89% yoy to 345k trips/d, expects positive traffic volume carry thru new year from events, schools on-site classes and foreign tourists. Comment: And you thought people wouldn’t be back in the offices 6 months ago… Central Administrative Court has thrown out petition from Thai Consumer Council (TCC) seeking an […]
Read More →Stocks in the news (awc, crc, bcp, ck, com7, egco, epg, gulf, gunkul, ihl, nrf, proen) 24.11.22
AWC and CRC are added to MSCI Min Volatility Index, while OSP had weighting increased, effective Nov 30. Comment: WTF is this index? BCP sets Bt200b capex to boost green business and gas, target Bt70b EBITDA in 2030, from current Bt40b. CK is close to signing Bt210b Luangprabang project this year, while falling steel price […]
Read More →Stocks in the news (auct, btsgif, gulf, mbk, nvd, teka, thg, tps) 14.11.22
AUCT sees positive momentum thru auction yard driven by repossessed vehicles from auto title loan segment, eyes 5-10% revenue growth target next year. Comment: The selling price of the cars don’t matter, what matters is volume for AUCT. But remember all those years ago how they talked about they could potentially apply their skillset to […]
Read More →Stocks in the news (asw, chayo, epg, gulf, proud, rml, scb, scn) 04.10.22
ASW reported 9M22 residential sales at Bt13.1b, >Bt10b FY target thanks to strong sales of 2 condos (Kave Town Colony BKK Uni & Atmoz Oasis Onnut), will launch 2 projects Esta Rangsitkhlong 2 (SDH) & Kave Universe Bangsaen (condo) total Bt1.2b by end of year. CHAYO reported 9M22 debts acquisition >Bt4.2b, plans to add Bt10b-11b […]
Read More →Stocks in the news (ask, ba, bem, ch, gulf, ptt, samco, super, xo, upoic) 12.09.22
ASK keeps Bt37b FY loan target after logged Bt18.14b in 1H, improves debt service ability and high seasonal in 4Q to boost earnings. Comment: And because of their product/customer base, NPLs are not going to mimic what has been seen in the motorcycle space BA reaffirms Bt8b revenue target this year, 2.6m passengers, on tourism […]
Read More →