Management Trades 13/11 – 17/11
Earnings season is over and just look at the number of buy’s by management/directors Notable Transactions Buy(s) THB 809 mn Sell(s) THB 25mn
Read More →Tag: planb
Stocks in the news (cpall, crc, planb, mint, rs, stanly, vranda) 15.09.23
CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →Stocks in the news (cpanel, dmt, ivl, gfpt, cpf, btg, tfg, gpsc, mint, planb, stark) 25.05.23
CPANEL reported 6 contracts signed in May to supply precast concrete (4 horizontal, 2 vertical) total Bt263.8m, lifting backlog to Bt1.311b, mulls expand capacity by 25% to 990k sqm. by end of 3Q to expand wider range of products. DMT sees daily avg tollway traffic QTD at 98k trips/d driven by recovery air traffic via […]
Read More →Stocks in the news (ap, bcp, bgrim, centel, glory, gpsc, planb, maco, ktc, siri, snnp, true, tsr, ttb, ziga) 19.04.23
AP’s 1Q presale reached Bt11b, Bt41.4b backlog, sees momentum into 2Q with 17 projects worth Bt22.1b. BCP to expand its energy logistics business thru its unit, BKK Fuel Pipeline and Logistics (BFPL), to provide oil transport services thru pipelines. Comment: Where pump? Let’s see after 1Q earnings, the market is looking weak. BGRIM debuts 1st […]
Read More →Stocks in the news (ah, bts, bcp, esso, kbank, mfec, planb, ptt, smd, tvdh) 16.03.23
AH targets 10-15% FY23 revenue growth, margin within 10-12% range driven by parts sales on both domestic & overseas, new orders from EV manufacturing relocations, sets Bt1b capex for plant upgrade & maintenance. BTS is confident Yellow and Pink lines will start commercial operation this year, adding Bt2b revenue. Comment: The political mudslinging here has […]
Read More →Stocks in the news (aav, bam, byd, planb, nusa, osp, samart, scb) 27.02.23
AAV targets FY23 passenger reach pre-Covid level at 20m, +100% from 10m in FY22, expects cabin factor within 87-88% vs 81% FY22, 20% air fare hike, fuel surcharge to boost revenue. Comment: By 4Q23 they’ll comfortably be pack, now it’s just a question of getting the same number of planes up in the air. BAM […]
Read More →Management Trades 23/01 – 27/01
Notable Transactions Buy(s) THB 428 mn Sell(s) THB 780 mn
Read More →Stocks in the news (bem, centel, crc, ncl, planb, tli) 21.11.22
BEM: expects daily average MRT ridership jumps from 300k to 500k trips/day during TH Red Cross fair at Lumpini Park during Dec 8-18. Comment: And the fact that people are back in the offices even though the wuflu is still going around. CENTEL: sets Bt 6b capex for hotel, F&B and M&A. Comment: This is […]
Read More →Stocks in the news (gulf, forth, lalin, planb, ptt, sabuy) 26.08.22
GULF: keeps 80% FY22 revenue growth target from higher capacity yoy, full year recognition of GSRC unit 1/2/3, contribution from INTUCH, sets Bt120b 5-year capex FY22-26 (60% for renewable, 20% large pp, 10% digital biz, 5% infra, 5% LNG), will conclude 2-3 M&A overseas pp by end of year, keeps investment plan in blockchain ecosystems […]
Read More →Stocks in the news (apure, cpanel, dod, lpn, mbk, planb, tfg) 24.01.22
APURE mulls price hike on exports canned sweet corn from higher packaging & transport costs, expects no impact to sales volume as price well below competitors, will begin exports frozen corn & frozen edamame 2H22. CPANEL sets 25% revenue growth target this year, on 3-5% growth in real estate industry, sets to increase precast concrete […]
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