Tag: thai stock market
Stocks in the news (aot, cpf, btg, snnp, ttb) 08.09.23
AOT: Transport Minister mulls propose Royal Thai Air force to obtain vacant flight slots to accommodate commercial flights on an upcoming high season. Comment: As Queen ML says “this looks like they’re getting ready to announce a huge capex for AOT” CPF & BTG are expected to turnaround in 4Q as domestic swine selling price […]
Read More →Stocks in the news (amata, wha, bdms, ktb, siri, tse) 07.09.23
Kia is considering building a car factory in TH capacity 250k units p.a., may sign agreement with government for plant construction as early as this year, Maeil Business Newspaper. positive WHA & AMATA. Comment: Ahhh finally a non CCP related company…. BDMS: holders approved raising foreign ownership limit to 30% from current 25% of total […]
Read More →Stocks in the news (bch, pcc, seafco, thcom, top) 06.09.23
BCH: reaffirms Bt 13b FY revenue target, sees revenue growth from international patients 50% yoy from robust traffic, expects FY fly-in patients tops 120k. Comment: Every hospital group that had foreign patients prewuflu will show the same revenue growth from international patients. PCC: wins substation project from Metropolitan Electricity Authority (MEA) valued at Bt 85.04m. […]
Read More →Stocks in the news (irpc, or, tkn, top, tqm, scb, singer, wha) 05.09.23
IRPC’s unveiled an innovative nano-zinc oxide product, a nutrient supplement for plants, under Renifoxx brand. OR to expand healthcare biz in 1Q24, mulls Japanese style budget hotel at OR’s service stations, starting Bt1,000/night, sees no impact from diesel price cap due to its well diversified into non-oil. TKN revised up FY revenue growth target to […]
Read More →Stocks in the news (etl, jmt, pttep, ratch, sak, sisb, super, wice) 04.09.23
Total Logistic (ETL), on SET instead of MAI to accommodate future growth. Comment: The market’s in a pumping mode. JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year. Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost […]
Read More →Market Update 04/09
I can’t get over thinking that with the new government in charge that there is going to be a massive wave of investments unleashed into Thailand. The country has been stuck with a bunch of donkey kongs running the place for the past decade whom had no idea how to do anything other than suppress […]
Read More →Management Trades 28/08 – 01/09
Notable Transactions Buy(s) THB 45 mn Sell(s) THB 172 mn
Read More →WHTW Top 10: 28/08 – 01/09
+ a bonus 3
Read More →Stocks in the news (advanc, vgi, bafs, bcp, epg, gunkul, siri, vranda) 01.09.23
ADVANC sold 33.33% of e-wallet Rabbit Line Pay to Line man (TH) & Line Company (TH), VGI also purged 33.33% to both parties. Comment: Looks like digital wallets and all these “fancy” things actually don’t make $….who woulda thunk it. BAFS maintain 4.2b FY jet refueling volume target +40% yoy from 2.99B FY22, sees rev […]
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