Management Trades 11/12 – 15/12
Notable Transactions Buy(s) THB 172 mn Sell(s) THB 43 mn
Read More →Tag: spali
Management Trades 20/11 – 24/11
Notable Transactions Buy(s) THB 190 mn Sell(s) THB 368 mn
Read More →Stocks in the news (bgrim, cpn, nyt, pttgc, spali) 21.11.23
BGRIM inked deal Petronas Lubricant Int’l to jointly expand market in TH, explore energy solution in Thailand & Southeast Asia. CPN upbeats earnings visibility from project in the pipeline pending to cod, new malls & expansion of non-retail to be growth drive, Central Westville on track to cod next week (Nov 29), Central Nakhonsawan mall […]
Read More →Management Trades 09/10 – 12/10
Notable Transactions Buy(s) THB 220 mn Sell(s) THB 67 mn
Read More →Stocks in the news (ah, ckp, fti, hl, hmpro, spali, tfg) 09.10.23
AH sees strong growth in EV related business next year, with 12-month advanced orders, boosting capacity to 100%, and solid growth in its MG dealership. Comment: Well….EVs are great for the dealers – people will buy the cars, believe that they are great for 1-2 years, then the batteries die off, and will have to […]
Read More →Stocks in the news (aot, centel, cwt, leo, prm, spali, true, vgi) 19.09.23
AOT: Civil Aviation Authority (CAAT) affirms readiness of DMK airport to accommodate high season, handling capacity 57 flights/hr. able to cope with increased flight slots. Comment: The issue isn’t in TH, the issue is that China is isolating itself and making life difficult for citizens to easily fly overseas, and that incredible India doesn’t have […]
Read More →Stocks in the news (ah, com7, htc, m, shr, spali, whaup) 31.08.23
AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets. Comment: The impact is minor at best… COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales […]
Read More →Stocks in the news (bts, cbg, ner, ptg, pttgc, spali) 15.08.23
BTS: begins trial run of 34.5km MRT pink line (30 stations), t/g cod in Nov. Comment: This won’t add much to BTS’s bottom line nor value directly, however take into account that they’ll now own the skies around Bangkok and then what can the BMA do? They’ll have no choice but to extend to the […]
Read More →Stocks in the news (ace, amata, itd, jmt, pps, scb, scgp, scn, spali) 25.07.23
ACE to expand private PPA, sees growth there, to sign PPA for 18 alternative energy power plants by Oct, boosting capacity to 112.73MW. AMATA reaffirms 2,250 rai land sales target, entering high season, sees no impact from political impasse, as long as it’s peaceful. ITD with China Raiway jv won Bt9.34b railway construction contract in […]
Read More →Stocks in the news (jmt, chayo, chase, lpn, nex, samart, spali, warrix) 17.07.23
JMT, CHAYO and CHASE are expected to benefit from surged bad debts in 2H, SME, Hire-Purchase and mortgage are top non performing, Prachachart. Comment: CHASE shouldn’t be lumped into this they’re a rubbish firm compared to CHAYO and far lower than JMT. LPN launches Bt2.1b Earn Amata, a residential project, which offers 5-6% avg yield. […]
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