Management Trades 29/05 – 02/06
Notable Transactions Buy(s) THB 179 mn Sell(s) THB 985 mn
Read More →Tag: stec
Stocks in the news (ah, ask, tidlor, thani, singer, bem, crc, floyd, ratch, scb, stec, thcom, true, tta, work) 31.08.22
AH keeps 30% FY22 revenue growth target, maintains GPM within 10-12% range, strong auto parts orders for new launch models, new clients in Africa & Argentina, improved operation in Vietnam & Malaysia plant and auto dealership business to boost earnings, study new products to shift from chassis production to EV parts. Comment: Should that forecast […]
Read More →Stocks in the news (bch, gunkul, jmart, singer, ivl, ktc, hl, lalin, prapat, ptg, stec, ck, itd, uniq, nwr, tu) 14.03.22
BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]
Read More →Stocks in the news (adb, aot, ck, stec, itd, jp, ner, nwr) 25.02.22
ADB mulls production capacity of med-grade plastic compound, sealant for construction and plastic beads for cable to capture demand, eyes 30% sales growth target. AOT: Thai Lion Air plans to resume international flights from SIA in 2Q, will open BKK-Jakarta route to serve transit passenger to JPN & India. Comment: Now if only Thailand could […]
Read More →Stocks in the news (delta, snc, stec) 23.02.22
DELTA: expects chips & parts shortage to improve 2H22, plans to invest US$ 120m for new plant in India & expansion in TH, eyes 10-20% revenue growth target, will curb costs to buffer margin. Comment: Still trading at 70-80x earnings….. SNC: anticipates 1H turnaround from recovery demand for account parts upcoming summer season, higher OEM […]
Read More →Stocks in the news (bay, inset, stec, tidlor, top, twpc) 04.02.22
BAY targets 3-5% FY22 loan growth, NPL <2.6%, teams up MUFG to expand corporate loans in ASEAN, no plans to set up jv on distressed assets management. Comment: That’s because BAY has been far more prudent compared to other banks. If you look at what else MUFG has in the region, you’ll see how BAY […]
Read More →Stocks in the news (aie, bcpg, bts, gulf, stec, ratch, global, impact, jmt, singer, kool, ner, tu) 29.09.21
AIE reaffirms solid turnaround 3Q from recovery biodiesel sales volume on easing travel restriction, expects positive momentum 4Q from demand for fuels on holiday season, improved vegetable oil sales vol on reopen of F&B, higher export volume of raw glycerine to India & China for food, pharma, cosmetic production. Comment: Am curious to see how […]
Read More →Stocks in the news (advanc, apco, bay, bem, bgc, fpt, human, lst, pjw, stec, synex/cpw/com7/spvi, ttcl, cwt/uac/tpch/cpi) 13.09.21
ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]
Read More →Stocks in the news (anan, bpp, cpf, ilink, ner, sprc, stec, tkn, twpc) 30.04.21
ANAN inked deal with local crypto broker (Bitkub), allowing property buyers to make purchase with crypto via Bitkup wallet. Comment: More positive for Bitkub than for ANAN BPP to start recognizing Bt220-250m p.a. revenue from its 13.4% stake in the Nakoso IGCC PP from 2Q21, on track to expand investment in the US, China, Japan […]
Read More →Stocks in the news (ask, bgrim, cpn, mbk, mint, nwr, pttgc, snc, stec, stgt, tvo) 22.02.21
ASK announced RO 175.95m shares 2:1 at Bt17/shares for existing holders, XR April 27. Comment: Wow, thats quite substantial, this explains the stock dropping today by ~10%. Then again post recap, it’ll have a cleaner balance sheet, able to expand etc etc, same story different co. BGRIM sets EBITDA margin target at >30% this year, […]
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