Management Transactions 25/09 – 29/09
Notable Transactions Buy(s) THB 85 mn Sell(s) THB 82 mn
Read More →Tag: sgp
Stocks in the news (anan, bbl, epg, ivl, sa, spali, sgp, tse, uac) 02.06.23
ANAN in collaboration with KME Prop to enter Myanmar luxury segment, sets Bt300m presales target. Comment: Are they nuts? Money laundering? Isn’t there a war still going on there? So ANAN is happy to provide Burmese generals an overpriced piece of real estate? BBL to raise lending and deposit rates by 25 bps today, to […]
Read More →Stocks in the news (aav, chayo, imh, irpc, ratch, sgp, snnp, tu) 16.05.23
AAV sees Apr load factor >90%, 80-90% for the first 2 weeks of May, supported by 3 new routes from Chiangmai to Beijing, Hangzhou & Changsha, aims to secure at least 10-15% market share from Chinese travelers visit Thailand. Comment: The Red wave is coming. CHAYO anticipates Bt150b NPL flooding in the system 1H23, allots […]
Read More →Stocks in the news (bts, bem, centel, ekh, ktb, princ, seafco, sgp, spa) 06.01.23
BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]
Read More →Management Trades 21/11 – 25/11
Notable TransactionsBuy(s) THB 1.3 bn Sell(s) THB 1.5 bn
Read More →Stocks in the news (ah, bm, crc, ori, pr9, scc, sgp, tisco, ureka, wha) 06.10.22
AH firms on 30% revenue growth target on 5-6% auto industry growth, and expansion in EV market. Comment: Again this revenue growth has nothing to do with EV’s, but it’s the narrative being used. BM’s upbeat outlook from pending orders of steel module for Tao-Bin robotic barista machines from FORTH, keeps Bt1.4b FY22 revenue target, […]
Read More →Stocks in the news (amr, auct, banpu, ckp, kiss, mega, ner, nrf, sgp, spcg, wha) 02.09.22
AMR secured Bt214m underground wiring projects, boosting backlog to Bt2.1b, firm in Bt2b revenue target this year, after MOU with AJA into e-bike business, target 30 EV battery swap locations by end of year. AUCT sees recovery traffic at auction yard after Finco’s debt moratorium ended 1H22, hiked entry fee for passenger vehicles to Bt10k/unit […]
Read More →Stocks in the news (kce, imh, ivl, osp, princ, sgp, sgf, top, tpipp) 11.01.22
KCE’s growth momentum to continue on higher demand for PCB, boosted by growth in IT products and EV related, while extra windfall from weak THB, Tabloid. IMH re-open 200 beds community isolation facility for Covid patients in Ratchburana district. IVL to acquire VN PET packaging co, Ngoc Nghia (NN) capacity 76ktpa for Bt3.1b, transaction to […]
Read More →Stocks in the news (asian, bay, jwd, mc, mtc, sgp, sun, tcmc) 04.06.21
ASIAN firms on 10% revenue growth target above Bt9.5b on recovery from all 4 business, including frozen seafoods, pet foods, ready-meals and tuna, aims to keeps margins within 14-15% range, allot Bt 400m to up capacity of pet foods & frozen fried foods, revamp production line. BAY sees weak mortgage lending from weak property demand […]
Read More →Management Trades 18/01 – 22/01
Notable Transactions Buy(s) THB 5.3 bn SGP – Left pocket, right pocket THG – And he’s still buying shares. Sell(s) THB 5.5 bn SGP – See above COMAN – The Founder sold to the CEO/owner of DNA/More. BGRIM – KEX – Senior management/directors still dumping shares.
Read More →