Management Trades 20/03 – 24/03
Notable Transactions Buy(s) THB 265 mn Sell(s) THB 159mn
Read More →Tag: Thailand
Stocks in the news (asap, dohome, jr, ori) 24.03.23
ASAP: upbeat outlook from strong car rent demand on the back of domestic tourism stimulus, surging tourists arrival, allot Bt2b budget to expand fleet size, eyes Bt4b full year revenue target. Comment: It’s not for the Chinese to rent, the real tourists that spend money on this are already back to Thailand and you’ll begin […]
Read More →Stocks in the news (advanc, aot, chase, ecl, pcc, ptg, s, sithai, tkn, tpoly, wha, xo) 21.03.23
ADVANC upbeats earning outlook from improved ARPU on eased competition, higher revenue from sim sales on surging tourists arrival, maintain mid-single digit revenue growth target, broadband M&A with TTTB expected to complete by end of 1Q. Comment: And voila…we have 3 players now (yeah yeah I know it’s only 2 NT doesn’t count, but on […]
Read More →Stocks in the news (auct, bch, ktb, itc, sabuy) 20.03.23
AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]
Read More →Market Update 20/03
Ouch, so a few banks are going, the Swiss are down to 1 chocolate financier, and the only name keeping the SET high is DELTA, strip it out and it’s below 1,500. So the question is when can we start nibbling again? Don’t know, let’s watch and see….It also looks like the election date is […]
Read More →Management Trades 13/03 – 17/03
Notable Transactions Buy(s) THB 724 mn Sell(s) THB 474 mn
Read More →FY22 Breakdown, ouch!
Just look at the dumps taken by several plc’s in the 4Q22… Here are the highlights: Italicised copied n pasted from a broker report.
Read More →Stocks in the news VN
Week 13/03 – 17/03 bwe.vn, cii.vn, nvl.vn, phr.vn, qns.vn, ree.vn, stk.vn, vhc.vn, vib.vn, vic.vn, vpb.vn Company BWE VN: agreed to invest in and buy shares of Long An Water Supply and Sewerage Joint Stock Company. The number of shares to be purchased corresponds to the ownership rate of 20 – 100% of the voting shares […]
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