ANAN’s Daddy Clearance Sale Oct 6-8 was a success with Bt1,131m presales, vs Bt500-1000m target, with all ready to be transferred in 4Q23. Comment: Massive discounts, and it’s not really a success as they’ll have to raise even more cash… CHG sees solid 4Q on rising patients from mid-east, CLMV, and social security quota (from […]
Read More →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 →Well this past weekend’s events have thrown things upside down, and I have nothing to add.
Read More →Week 02/10 – 06/10 cii.vn, ctd.vn, dxg.vn, hah.vn, hdb.vn, kdc.vn, kdh.vn, msn.vn, nvl.vn, nlg.vn, pow.vn, stb.vn, vcg.vn, vhm.vn, vic.vn, vgc.vn CORPORATE NEWS: CII VN: announced a public bond offering with an estimated amount of more than VND2,840 bn. Accordingly, the proceeds will be used to invest in bonds of two subsidiaries, BOT Ninh Thuan (VND1,200 […]
Read More →Notable Transactions Buy(s) Sell(s)
Read More →Bonus – PM Proving he’s a salesman
Read More →AAI reaffirms 2H turnaround driven by recovery PET foods order from overseas clients aft excess inventory jitter eased, 1 new client (private label) on board, expects margin widen from lower tuna price, higher utilization rate and tail wind from weak THB. Comment: So…take the bet before earnings…or wait and see… CPN sets Bt600m promo budget […]
Read More →ASW keeps Bt15b FY residential sales target after logged Bt11.784b 9M23, maintain 5 launch plan total Bt11.55b in 4Q. BBL, TTB and KTB are expected to report robust profit growth in 3Q driven by NIM expansion, Thunhoon. Comment: Your deposit rates are up 1% yay! Your lending rates are up +2%….. BCH upbeats 3Q earnings […]
Read More →AKR anticipates positive earnings momentum continue thru next year driven by rising demand for transformer from property & solar rooftop project, aims to fill EPC backlog from Bt300m current bidding, 50% out of Bt350m backlog to realize this year, maintain 15% FY revenue growth target. Comment: The demand for transformers and substations are going to […]
Read More →AOT: Thai Vietjet will resume cross-country direct flights from Phuket-Chiang Rai starting Oct 29 to capture rising number of leisure travelers in both cities. Comment: Not sure that’s a popular flight route, nonetheless a positive to see more flights in the air. CCET announced RO 4.6b shares, 1:0.7863 @ Bt1.5/share, XR Oct 10, subscription from […]
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