Management Trades 20/02 – 24/02
Notable Transactions Still a quiet week, the fun should start in the first week of March once all earnings are done Buy(s) THB 29 mn Sell(s) THB 82 mn
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Stocks in the news (asw, chayo, epg, gulf, proud, rml, scb, scn) 04.10.22
ASW reported 9M22 residential sales at Bt13.1b, >Bt10b FY target thanks to strong sales of 2 condos (Kave Town Colony BKK Uni & Atmoz Oasis Onnut), will launch 2 projects Esta Rangsitkhlong 2 (SDH) & Kave Universe Bangsaen (condo) total Bt1.2b by end of year. CHAYO reported 9M22 debts acquisition >Bt4.2b, plans to add Bt10b-11b […]
Read More →Stocks in the news (leo, mint, proud, proen, tge, thcom, whaup) 19.08.22
LEO sees growth momentum in 2H on rising demand entering high seasonal for imports-exports, while global shopping sales by giant e-commerce in China, 2nd self-storage in Yaowarat, and 2nd container yard all to help contribute and sees 30-35% revenue growth this year. MINT sees resorts & hotels operation in Maldives and EU already surpassed pre-Covid […]
Read More →Stocks in the news (amata, wha, ck, kkp, ori, proud, tm, tru, ttb, wfx) 04.08.22
AMATA and WHA stand to benefit on relocations following fresh China-Taiwan tensions, while ASIAN, TU, TKN, and SNNP may benefit from food export bans, Tabloid. Comment: Well, everyone used to say that AMATA and WHA was going to benefit from the China tariff’s, that didn’t materalise. Why would this? And if there is going to […]
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