Management Trades 19/01 – 23/01
Notable Transactions Buy(s) THB 9 mn Sell(s) THB 193 mn If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →Tag: noble
Stocks in the news (ktb, lh, noble, or, top, xo) 22.01.26
📊 KTB Company Overview Krung Thai Bank Public Company Limited is Thailand’s largest state-owned regional bank, founded in 1966 and headquartered in Bangkok. The bank operates through three main segments—Retail Banking, Wholesale Banking, and Treasury and Investment—providing comprehensive commercial banking services including deposits, loans, credit cards, investment products, cash management, and digital banking solutions to […]
Read More →Stocks in the news (advanc, awc, ccet, master, noble, siri, symc) 02.12.25
ADVANC’s joined forces with MakeMyTrip, India’s leading OTA platform for hotel and travel bookings, to help drive Thailand’s tourism industry. By combining the strengths of two industry leaders in communications and travel, the partnership elevates the end-to-end journey for Indian visitors. (Kaohoon) AWC’s unveiled Skyflyers: Wings of Garudapterus, a new riverside experience at Asiatique The […]
Read More →Stocks in the news (ratch, gpsc, atlas, egco, bem, mpj, noble) 14.10.25
Property: The BKK condo market is expected to rebound in 2027, as sluggish conditions are likely to persist through next year and the expected general election, according to property consultancy Cushman & Wakefield Thailand. (Bangkok Post) Comment: Depends upon your definition of rebound, if it’s after a -50% and theres a +1% rebound, then yes […]
Read More →Stocks in the news (acap, banpu, cpaxt, egco, ivl, noble, or, sc, stecon, tu, turbo) 01.10.25
Retail bondholders of ACAP have petitioned the police and the SEC to expedite the recovery of unpaid debts that have remained unresolved for over five years, seeking to restore investor confidence in the market. Comment: Get ‘em boys, but you’re not getting anything b/c it was unsecured debt….know what you’re buying.. BANPU’s natural gas unit, […]
Read More →Stocks in the news (centel, ea, noble, siri) 26.11.24
CENTEL upbeat 4Q earnings driven by strong advance booking for hotels in TH, improved ADR from 2 newly refurbished Centara Mirage Pattage & Centara Karon Phuket, tailwind from Centara Grand Osaka and Centara Mirage beach resort Dubai, 142 villas Centara Mirage Lagoon Maldives on track to cod in Feb 2025, additional 8 hotels in TH […]
Read More →Stocks in the news (aot, ckp, noble, seafco) 27.08.24
AOT: Saudi Arabia to add Phuket to its seasonal destinations, 2nd city in TH to join network after BKK, scheduled 6 wkly flights frm Riyadh & Jeddah to Phuket, starts frm Dec 2. Comment: Inshallah. CKP reaffirms solid 3Q frm strong flow rate thru Nam Ngym & Xayaburi hydro pp during rainy season, lower interest […]
Read More →Stocks in the news (hana, jmart, mint, noble, scb, snnp) 29.02.24
HANA set up a 49:51 JV with PTT, to study a possible investment in smart electronics industry. JMART reaffirms solid 1Q driven by strong mobile sales supported by new launched Samsung AI S24 Ultra, higher contribution from subsidiaries (JMT & Tee Noi hot pot) to boost earnings. Comment: Market just has no love for JMART […]
Read More →Management Trades 11/09 – 15/09
Notable Transactions Buy(s) THB 76 mn Sell(s) THB 71 mn
Read More →Stocks in the news (age, aot, cgd, noble, ptt, rs, uac) 21.08.23
AGE upbeats 3Q earnings from recovery coal sales vol & improved selling price, keeps 4m tons FY sales volume target, allots Bt110m to upgrade logistic & IT, credit cost expects to improve aft TRIS upgrade rating to BBB- from BB+ in June. Comment: They are still going to $hit cash due to the high coal […]
Read More →