Management Trades 11/09 – 15/09
Notable Transactions Buy(s) THB 76 mn Sell(s) THB 71 mn
Read More →Tag: malee
Management Trades 19/06 – 23/06
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 94 mn
Read More →Stocks in the news (banpu, chayo, gulf, malee, pttep, siri, thcom, utp, wp) 02.06.22
BANPU sees growth momentum in 2Q from high energy price, 2H boosted by revenue recognition of its 93% stake in XTO Energy worth Bt25.1b. Comment: Despite the stupid hedges, its trading at 4x trailing PE, ROE’s of 20% and both natty gas and coal are far higher. CHAYO expected to book Bt300m gains from disposal […]
Read More →Stocks in the news (beauty, cpn, pjw, planb, jubile, malee, singer, tnp) 08.03.21
BEAUTY’s confident of turning around to profitable this year, sees 5% revenue growth on cost cutting and hemp-based cosmetics. Comment: Another “hemp player”. No one is trusting BEAUTY given that there are no Chinese tourists in town. CPN firms on plan to open 2 malls this year including Central Plaza Ayudhaya & Sriracha, Central Plaza […]
Read More →Stocks in the news (bwg, ktc, ori, spali, sappe, osp, tipco, malee) 25.09.19
BWG reports cod 7mw waste powerplants. Comment: As with all of these projects, it was delayed for a year but in the end its up and running and a positive. MOF grants Pico finance license to KTC, aims to control interest rate competition in the market, expects to approve nano fin & P-loan before end […]
Read More →That sweet weed
Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]
Read More →Stocks in the news (b, delta, ecl, ever, gl, htech, kool, malee, rojna, ssp) 02.08.18
B B expects earnings to turn around this year and expects revenue to double after it restructured into an integrated logistics service provider. It is negotiating with foreign business partners and expects a response within six months. (Kao Hoon, 2/8/18) DELTA DEISG announced a plan to make a tender offer to acquire all of DELTA […]
Read More →Stocks in the news (bsm, demco, epco, gl, grammy, gulf, jas, kbank, ktc, malee, nok, pf, psl, ratch, sabina, sawad, sc, se, spali, ssp, tpbi, wha, irpc) 17.05.18
BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]
Read More →MSCI Changes
Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE
Read More →Larry Fink’s Letter to CEOs
I would love to see this implemented throughout the world. Companies do forget at times that shareholders, no matter how small, are owners of the business and in the end they have to answer to them. So it’s a refreshing to see this type of letter being published and distributed. As usual here’s some snippets […]
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