Management Trades 21/11 – 25/11
Notable TransactionsBuy(s) THB 1.3 bn Sell(s) THB 1.5 bn
Read More →Tag: Thai equities market
Stocks in the news VN – Week 21/11 – 25/11
Stock news dgw.vn, kdc.vn, vic.vn, msn.vn, nlg.vn, vng.vn, lpb.vn , tcb.vn DGW VN: In 4Q 2022, DGW targets a net profit of VND300 billion, down 8.3% yoy from the highest in Q4/2021 with a net revenue target of VND7,500 billion (down 5.3% yoy). Comment: High comp base, followed by a slowdown in consumer spending. KDC […]
Read More →Stocks in the news (jmart, chg, cpall, ratch, sat, thg, tqm) 25.11.22
JMART to reveal JV partner for new business next week, keeps 50% revenue growth target next year, firms on Bt500b group market cap target in 2024. Comment: Well…they said on the call yesterday that they will announce a new JV that will make people surprised, in a positive way? Group target mkt cap is implied […]
Read More →Stocks in the news (awc, crc, bcp, ck, com7, egco, epg, gulf, gunkul, ihl, nrf, proen) 24.11.22
AWC and CRC are added to MSCI Min Volatility Index, while OSP had weighting increased, effective Nov 30. Comment: WTF is this index? BCP sets Bt200b capex to boost green business and gas, target Bt70b EBITDA in 2030, from current Bt40b. CK is close to signing Bt210b Luangprabang project this year, while falling steel price […]
Read More →Stocks in the news (banpu, cpn, dtac, true, gland, gunkul, more, ptg, rt, teamg) 23.11.22
BANPU sees 4Q22 coal & gas sales volume higher qoq & yoy, no rush on hedging amid winter season, eyes opportunity in lithium mining business. Comment: Finally they aren’t being stupid with their hedging, coal is only up some 5x…. CPN sees solid 4Q on rising tourist arrival and seasonal campaigns, sets Bt20b to expand […]
Read More →Stocks in the news (aav, ah, aot, banpu, jwd, more, vgi, wice) 22.11.22
AAV: expects improvement in revenue & passenger load factor next year as tourism starts to pick up, will returned 5 aircraft at end of year, shrink fleet size to 53 aircraft, sufficient for service till eo-FY23. Comment: They’re not expecting any mass chinese tourism. AH: upbeat 4Q earnings from recognition of chassis orders for VinFast […]
Read More →Stocks in the news (bem, centel, crc, ncl, planb, tli) 21.11.22
BEM: expects daily average MRT ridership jumps from 300k to 500k trips/day during TH Red Cross fair at Lumpini Park during Dec 8-18. Comment: And the fact that people are back in the offices even though the wuflu is still going around. CENTEL: sets Bt 6b capex for hotel, F&B and M&A. Comment: This is […]
Read More →Market Update 21/11
Just look at it, no sector has been driving the market this year, arguably the market is kept up by PTTEP, GULF, a few of the banks and that’s basically it….earnings season is done, it’s your last chance to dump what you don’t want before Dec when the market is basically done for the year.
Read More →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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