Management Trades 14/11 – 18/11
Earnings season is over and directors are back to trading! Notable Transactions Buy(s) THB 181 mn Sell(s)
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Stocks in the news (aie, egco, gpsc, pf, stark, synex, tfg, tps) 27.09.22
AIE sees 3Q turnaround from lower biodiesel production costs as palm oil price drops 30% yoy, expects sales volume accelerates in 4Q on holiday season. EGCO raised 10% holding in 2 wind farms (Chaiyaphum 80mw & Theppana 7.5mw) to be sole owner post transactions, will realize immediate contribution from 3Q. GPSC completed transaction of US$500m […]
Read More →Stocks in the news (aav, asian, au, cho, iig, micro, rs, wha, tfg, teka) 30.08.22
AAV confirmed opening of 2 new routes to AU, BKK-Melbourne (3 weekly flights) & BKK-Sydney (4 weekly flights) from December 1 to capitalize on holiday season. Comment: Looks like AAV is going to start eating up the market share from the main carriers. ASIAN announced pre-emptive right for existing holders for IPO subscription of pet […]
Read More →Stocks in the news (awc, gulf, kbank, jp, mint, osp, tfg, utp, wha) 08.07.22
AWC anticipates solid turnaround 2H from recovery OCC & higher room rate, contribution from MICE, 12 hotels on track to open FY23-FY27. Comment: Despite it being one of the larger groups on the mkt, it doesn’t attract as much investor interest. GULF raised revenue growth target this year to 80% from 60%, on rise in […]
Read More →Stocks in the news (bafs, itel, jkn, or, planet, ppm, toa, tfg) 07.06.22
BAFS sees 2Q jet refuelling +19% yoy (673m liter), firms on Bt3.3b full year revenue target +101% yoy.BAFS to return to profit next year, sees solid recovery ib jet fuel sales in 2Q from reopening and PP business. Comment: Goes without saying, you don’t need tourist #’s to recover immediately, just # of flights. ITEL […]
Read More →Stocks in the news (bgrim, dmt, ekh, rbf, singer, tfg) 22.04.22
BGRIM said 3,600MW LNG-to-Power in Vietnam may be included in the 8th Power Development in Vietnam, together with 2-3 more with 2,000-3,000MW. Comment: Just look at the power assets that BGRIM is gathering throughout Asia. DMT: Easy Pass smart card established by Express way authority (EXAT) able to access Don Muang tollway from April 23. […]
Read More →Stocks in the news (aot, bem, ktc, imh, spali, spcg, sgf, tfg, wha) 20.03.22
AOT: Vietjet annced resumption of SIA – Danang route, 3 flights/week from Mar 27. Comment: VN was far stricter than Thailand in their restrictions, but I wouldn’t be surprised to see them open up far faster. Hell, even Malaysia is opening up faster than Thailand with less onerous requirements BEM: Office of Transport and Traffic […]
Read More →Stocks in the news (apure, cpanel, dod, lpn, mbk, planb, tfg) 24.01.22
APURE mulls price hike on exports canned sweet corn from higher packaging & transport costs, expects no impact to sales volume as price well below competitors, will begin exports frozen corn & frozen edamame 2H22. CPANEL sets 25% revenue growth target this year, on 3-5% growth in real estate industry, sets to increase precast concrete […]
Read More →Stocks in the news (aeonts, kbank, ktc, hydro, sft, svt, tfg, ube, xpg) 05.10.21
AEONTS reports 2Q21np (end of Aug) at Bt678m, -29.8% yoy; missed Bt1.09b consensus, pays Bt2.5 dps, XD Oct 18. Comment: “Ruh Roh” KBANK to cut loans to coal-fired power plants, target carbon free by FY30. Comment: Idiots. But this is more PR than anything else, when was the last time Thailand had a serious launch […]
Read More →Stocks in the news (apcs, awc, egco, irpc, nwr, princ, secure, siri, tfg, tkh, whaup) 01.07.21
APCS mulls to sell raw water business in EEC area, focus on core business, metal precision parts for auto, ventilation, optic, medical & solar business. AWC inked deal Nobu Hospitality to estimate Nobu Restaurant at rooftop of Empire Tower, target cod in 4Q, plans to add 1-2 hotels over 5-6 years. Comment: They aren’t acquiring […]
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