Tag: sabuy

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Management Trades 01/05 – 05/05

A short week as there were only 2 trading days Notable Transactions Buy(s) THB 222 mn Sell(s) THB 244 mn

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Management Trades 03/04 – 07/04

Notable Transactions It’s going to be a quiet week or 3 given that Thailand is effectively on holiday until the 2nd week of May and earnings season is going to start again. Buy(s) THB 264 mn Sell(s) THB 264 mn

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Stocks in the news (auct, bch, ktb, itc, sabuy) 20.03.23

AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]

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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 […]

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Stocks in the news (atp30, bgrim, brr, jmt, kbank, jubile, master, mvp, sabuy, scgp, takuni, thg, true) 25.01.23

ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]

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