Tag: Gunkul

0

Stocks in the news (bch, gunkul, jmart, singer, ivl, ktc, hl, lalin, prapat, ptg, stec, ck, itd, uniq, nwr, tu) 14.03.22

BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]

Read More →
0

Stocks in the news (cbg, jmart, kwm, gunkul, phol, smd, sky, trc, tu, xo) 06.01.22

CBG anticipates FY22 sales turnaround on improving domestic consumption, recovery CLMV & China sales, will launch CBD mixed drinks before eo-1Q, 2 functional drinks in April, firms on 20% revenue growth target. Comment: Sales turnaround? Revenue this year is ontrack to be equal to 2020 and higher than 2019. JMART sets 50% profit growth target […]

Read More →
0

Management Trades 20/12 – 31/12

Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]

Read More →
0

Stocks in the news (as, gunkul, htech, ori, rs, tqr) 29.11.21

AS mulls introducing 5-6 new games next year, sets 15-20% revenue growth target, while exploring expansions in Vietnam and Indonesia, firms on 15-20% revenue growth this year, with 30% growth in game mobile. Comment: Let’s see about this…. GUNKUL sets 20% revenue growth target next year to Bt10b, target winning 7-10% of Bt50b EPC works […]

Read More →
0

Stocks in the news (bbik, chayo, gunkul, smd, tm, tqm, wp) 16.09.21

BBIK: Bluebik Group, online business consulting, big data & advanced analytics, digital solutions debuts today, 25m share at Bt18 apiece, Yuanta leads. Comment: And that was a great first day for this thai “Tech” name. Have a look around the market and the valuations these guys are now trading at, not nasdaq level though…or yet….? […]

Read More →
0

Management Trades 23/08 – 27/08

Notable Transactions Buy(s) THB 71 mn N/a Sell(s) THB 1.16 bn ERW – A YUGE block, I suspect it’s to a family holding co. PSL – The CEO dumped 10% of his holdings or THB 200mn +, retirement in 2-3 years is expected. Question is, does this selling remove the support the share price has […]

Read More →
0

Stocks in the news (gunkul, jmart, mtc, pm, tm, tipco) 27.08.21

GUNKUL reaffirms Bt10b revenue target this year, +20% yoy, expects to sign Bt700m new contract, boosting backlog to Bt9.6b, sets 3-year capex at Bt20b to boost capacity, mulls investment in hemp business and Built2Suit. GUNKUL target FY21 revenue growth >20% yoy from larger power portfolio, Bt3b out of Bt9.6b EPC backlog to transfer this year, […]

Read More →
0

Stocks in the news (asian, banpu, cbg, dod, epg, gunkul, mint, moong, ori, qh, sak, scgp, simat, tisco) 16.08.21

ASIAN keeps Bt9.4b FY21 revenue target after logged Bt4.6b in 1H, sees demand for pet foods, pre-cooked meal & frozen seafood remained strong in 2H, positive THB revenue from weak currency. BANPU trades XR 3:1 @ Bt 5, XW 1:1 for RO subscribers today. Comment: They’ve already announced 1 deal, but I’m still annoyed by […]

Read More →
2

Stocks in the news (aot, bam, bpp, chewa, crc, fns, gunkul, ircp, mtc, ori, prm, pttgc, sabuy, sisb, thai, thg) 07.06.21

AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure can manage. BAM sees 2Q turnaround […]

Read More →