Tag: Thai equities market
Stocks in the news (bay, delta, mint, onee, samart) 03.02.23
BAY target FY23 loan growth within 3-5% range after logged 3.1% last year, focus on ASEAN expansion to VN, Indonesia, Phil, offering ESG loan to Cambodia, Laos and TH, seen NIM in range of 3.3-3.5% vs 3.45% in FY22 while non-NII to be flat, FY23F NPL in range of 2.5-2.6% slightly higher than 2.32% last […]
Read More →Stocks in the news (asw, au, cnt, ea, nex, byd, forth, imh, lpn, scgc, seafoc, tge) 02.02.23
ASW plans 12 new projects worth Bt22.5b, sets Bt15b presales target and Bt7.2b revenue, Bt12.9b backlog, sets Bt400m capex for non-property business. AU sees solid 4Q22 on higher tourist numbers and seasonal, boosting FY22 growth to >25% target, mulls new products, 5 new branches, including 2 in HK this year. Comment: And every quarter is […]
Read More →Stocks in the news (add, advanc, bh, mega, nex, prm, s, trc, tge, true, dtac) 30.01.23
ADD: local fund, BBLAM, cuts holding by 1.4375% to 4.3536% of total outstanding on Jan 26. NBTC gave greenlight to ADVANC’s bid for 3BB and JASIF, pending appointment of independent consultant, before submitting for NBTC’s board approval in 1-3 months, Tabloid. Comment: Well that took them a while… BH sets double digit revenue growth this […]
Read More →Management Trades 23/01 – 27/01
Notable Transactions Buy(s) THB 428 mn Sell(s) THB 780 mn
Read More →Stocks in the news (bbl, bem, kbank, mint, mitsib, tpch, winmed) 27.01.23
BBL raises prime lending rates by 15-20bps, savings by 5-25bps from today, its minimum lending rate now at 6.45% and savings will be 0.5%, becomes the 1st to hike after BOT’s on Wednesday. Comment: Just look at that spread, remember the news article where the bankers said they wouldn’t increase rates. BEM mulls revising up […]
Read More →Stocks in the news (awc, bdms, ci, ilink, jkn, kce, mtc, scc, sithai) 26.01.23
AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →Stocks in the news (atp30, bgrim, brr, jmt, kbank, jubile, master, mvp, sabuy, scgp, takuni, thg, true) 25.01.23
ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]
Read More →Stocks in the news (biotec, centel, rbf, sabina, sisb, snnp, spa, uv) 24.01.23
BIOTEC signed MOU Beijing Super Power New Energy Tech Development (BJGSP) to invest in solid state battery to fill demand for energy storage for solar farm & household users. Comment: I have zero faith in anything a Thai company invests into in China. (exclu MINT with the food business) CENTEL may see positive surprise hotel […]
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