Management Trades 10/04-12/04
Notable Transactions Buy(s) THB 540 mn Sell(s) THB 128 mn
Read More →Tag: Thai equities market
Stocks in the news VN
Week 10/04 – 14/04 Company acb.vn, anv.vn, bcg.vn, bsr.vn, bwe.vn, dgc.vn, dig.vn, fcn.vn, fmc.vn, gvr.vn, hbc.vn, hvn.vn, kbc.vn, mpc.vn, mwg.vn, pan.vn, pnj.vn, ree.vn, shb.vn, vhm.vn, ACB VN: recorded, in 1Q2023, PBT of VND5,120 bn (+24% YoY), reaching 26% of the whole year plan. In 2023, ACB sets PBT target of VND20,058 bn (+17.2% YoY) and […]
Read More →Stocks in the news (arip, bcp, biz, ptg, ptt, sak, thani) 12.04.23
ARIP sets 30% rev growth target this year, a record high, from Bt226m yoy, on recovering tourism. Comment: If that’s the case, it will be both all time highs for both revenues and profits. It’s been listed since 2010, but haven’t really looked into this name, could be a smaller example of a listed player […]
Read More →Stocks in the news (ah, bcp, bcpg, gpsc, ihl, jkn, ratch, rt, spali, tacc) 11.04.23
AH sees strong 1Q on seasonal, firms on Bt31b record rev t/g this year, supported by 4% growth in domestic car production growth, OEM, and easing chip shortage. Comment: Over time you have to look at AH as a steady 10% compounder, but with periods where they spike and then mean revert because at the […]
Read More →Stocks in the news (delta, fti, gulf, jsp, scb, snnp, skr) 10.04.23
DELTA’s shareholders approved par split from Bt1.00 to Bt0.10, pending SET’s announcement on the date. Comment: And boom? Normally that’s the case, lets see this time around. FTI sets >20% sale growth t/g this year, on rising demand for water purifiers and filters, mulls new products and branches. GULF eyes few M&A in the US […]
Read More →Market Update 10/04
So DELTA gets put on the cash balance list and voila and what has held the market up for the past year has wobbled. Amusing….well there’s still a stock split coming and a rather useless SET Management in place that allowed DELTA to join the SET50 and artificially inflate the index…or conspiracy hat on, this […]
Read More →Management Trades 03/04 – 07/04
Notable Transactions It’s going to be a quiet week or 3 given that Thailand is effectively on holiday until the 2nd week of May and earnings season is going to start again. Buy(s) THB 264 mn Sell(s) THB 264 mn
Read More →Stocks in the news VN
Week 03/04- 07/04 Corporate fmc.vn, kbc.vn, kdh.vn, msn.vn, nvl.vn, pc1.vn, pow.vn, ree.vn, sab.vn, stb.vn, tbp.vn, vhm.vn, vic.vn, vos.vn, FMC VN: recorded, in March, revenue of $14.6 mn (about VND345 bn) (-21% YoY). For 3M2023, FMC’s revenue reached $43.2 mn (about VND1,020 bn) (-26% YoY). Comment: A similar trend is seen practically across all companies in […]
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