Management Trades 03/06 – 07/06
Notable Transactions Buy(s) THB 334 mn Sell(s) THB 89 mn
Read More →Tag: Gunkul
Stocks in the news (auct, btg, gunkul, gfpt, proen, 7up, ae) 15.05.24
AUCT: sees robust traffic thru auction yard upcountry, seeks to expand network to accommodate >48k vehicles p.a. Comment: They are minting it! BTG mulls up pet food production capacity to 110k tpa to fill local & overseas demand, launches premium PET food (Perfecta Holistic Grain Free) to boost sales, target 10% CAGR over the next […]
Read More →Management Trades 18/03 – 22/03
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 36.6 bn
Read More →Stocks in the news (asap, bkgi, gunkul, gulf, sgp, synex) 20.03.24
ASAP target vehicle sales >2,500 units from a 2-week event, BKK International Motor Show (Mar 27-Apr 4), expects positive feedback from new launch Changan Lumin EV & Deepal L07-S07 long range. Comment: This will be interesting to follow, EV gov subs are still there but lower, will these oddly named EV cars do well? BKGI: […]
Read More →Stocks in the news (bpp, gunkul, ip, ptt, tidlor, true) 08.03.24
BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]
Read More →Stocks in the news (erw, gpsc, gunkul, onee, ner, ptt, rabbit) 01.03.24
ERW firms on plan to open 14 Hop Inn budget hotels in Thailand, Philippine & Japan this year, to upgrade mid-scale & luxury hotel group to improve room rate, target 5% RevPar growth this year. Comment: It’s genuinely remarkable how consistent this group has been. But let’s see still plenty of time to f things […]
Read More →Stocks in the news (bts, stec, ratch, gunkul, ptg, siri) 03.01.23
A wheel fell off a Yellow Line monorail train and hit a taxi in Thepharak, outskirt of BKK. The train is operated by a consortium headed by BTS (75%), STEC and RATCH. Comment: One hopes that this is a 1 off accident… But I’ll happily blame STEC (anutin) all day long. GUNKUL plans to raise […]
Read More →Stocks in the news (aot, ccet, gunkul, delta, ori, siri) 27.11.23
AOT’s Chiangmai airport reports 47% of flights, 77 domestic and 24 overseas, during Nov 27-28 Loy Krathong, has been cancelled, due to safety concerns, related to flying of lanterns and balloons during the Loy Krathong festival. AOT: Air India confirmed new service flying direct from Delhi to Phuket starting Dec 15,23. Comment: Incredible Indiaaaaaa. Thailand […]
Read More →Management Trades 16/10 – 20/10
Notable Transactions Buy(s) THB 111 mn Sell(s) THB 46 mn
Read More →Stocks in the news (advanc, vgi, bafs, bcp, epg, gunkul, siri, vranda) 01.09.23
ADVANC sold 33.33% of e-wallet Rabbit Line Pay to Line man (TH) & Line Company (TH), VGI also purged 33.33% to both parties. Comment: Looks like digital wallets and all these “fancy” things actually don’t make $….who woulda thunk it. BAFS maintain 4.2b FY jet refueling volume target +40% yoy from 2.99B FY22, sees rev […]
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