Management Trades 11/09 – 15/09
Notable Transactions Buy(s) THB 76 mn Sell(s) THB 71 mn
Read More →Tag: noble
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 →Stocks in the news (age, as, auct, ihl, jasif, kcg, ktb, noble, tkn) 03.08.23
AGE is open for talks with new business partners, on 3 main businesses, logistics, alternative energy, and other sustainable business, after securing a 23.45% stake in QTC, sees growth in 2Q, especially coal business, after recoding 1.06m tons sales in 1Q, on track to meet 5.2m tons FY23 target. Comment: Coal demand isn’t disappearing, it […]
Read More →Stocks in the news (ace, bch, delta, mc, noble, rbf, sabuy, sc, true) 03.03.23
ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →Stocks in the news (ichi, ktb, mint, noble, or, proen, scb, thcom, tsth) 20.01.23
ICHI mulls selling international franchise of its JPN restaurant, Oishi Biztoro, seeks to expand selling channel via multiple formats to expand coverage, plans to open 30 new restaurants over next 3 years as dine-in recovery, focus costs management to stretch margin. Comment: Because they haven’t done well with it.. KTB in collab with BJC to […]
Read More →Stocks in the news (cpn, pttep, noble, siri, sky, ttb) 03.11.22
CPN: plans Bt 14b investment in 2 mixed-use projects in Nakhon Sawan & Nakhon Pathom provinces, target cod both within 1H24. Comment: And they’re going to conquer it all. PTTEP: reaffirms solid 4Q from higher Oil & Gas sales volume from Arthit, Erawan & Bongkot fields, tailwind from Algeria Hassi Bir Rekaiz projects, seeks to […]
Read More →Stocks in the news (advanc, age, dpaint, noble, or, siri, ttcl) 17.10.22
ADVANC sets Bt30b capex to expand 5G network, to boost customer bases for AIS 5G and AIS Fiber to 2.2m from 1.97m, and to wrap up data centre JV with GULF by end of year. AGE mulls expand from coal & logistic to hire purchase business, target existing trailer drivers of the company, plans to […]
Read More →Stocks in the news (asia, noble, ptg, sabuy, siri) 20.05.22
ASIAN revised revenue growth target this year to 19% (Bt11,200m) from 12% earlier, boosted by strong 1Q, with pet foods and frozen foods boosting overall revenue up 35%, keeps 17-18% GPM. Comment: The food/agri co’s have been able to very quickly pass on the cost increases to the market here in Thailand – very different […]
Read More →Stocks in the news (ap, mill, noble, saam, sabuy, scc) 11.05.22
AP target 11 new launch total Bt16.24b in 2Q (1 SDH Bt3.4b, 8 townhome Bt7.24B & 2 condos Bt5.6b), sees 4M22 sales topped Bt16.15b (Bt13.52b horizontal & Bt2.62 vertical), Bt31.93b backlog assures earnings visibility, firms on Bt47b full year revenue target. Comment: I do wonder if all the increases in commodity prices, will the construction […]
Read More →Stocks in the news (bgrim, brr, ea, ecl, gpi, kbank, noble, qtc, sabuy, sc, winner) 19.01.22
BGRIM to import 650K tons of LNG via its right to PTT’s terminal under an 8-year contract, to supply SPP replacement. BRR target 30% FY22 revenue growth driven by higher sugar sales volume yoy, sugarcane ecoware packaging & utility sales, will expand RDF fuel business this year. EA sets 20% revenue growth target this year, […]
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