Tag: viet shares
Stocks in the news (akr, thani, thre, tfg) 12.05.23
AKR upbeats 2Q from Bt600m backlog pending to realize, expects demand for transformer accelerate in 2H after 4,852mw renewable PPA signed as 1 transformer requires for every mw, will bid project from authorities (MEA & PEA) combined Bt3b in May & Jun, target to win at least 10-15%, firms on 15% full year revenue growth […]
Read More →Stocks in the news (advanc, aot, aq, as, asap, atp30, ditto, gunkul, ktb, jts, mtw, plt, tse, thcom) 11.05.23
ADVANC’s upbeat 2Q ARPU after revamped airtime package, broadband deal (TTTBB) to conclude by end of 3Q. Comment: Disappointing earnings…and there is a major risk for ADVANC, that Telenor will send decent management to run true&dtac. AOT expects to receive permit for operating 3 airports (Krabi, Buriram & Udonthani) within 3-4 months, then propose cabinet […]
Read More →Stocks in the news (bla, heng, irpc, kex, sawad, svi, vpo) 10.05.23
BLA teams up commercial vehicle hire purchase lender, MICRO, to offer loan protection insurance, life & accident insurances for MICRO’s customers. HENG expects 2Q loan growth expand by 6-7% yoy from improved economic activities, tailwind from tourism and back to school season, seeks M&A to boost inorganic growth. Comment: That’s not good enough for a […]
Read More →Stocks in the news (ama, as, ba, dusit, ecl, hft, hmpro, itc, tu, gable, sisb, ttcl) 09.05.23
AMA targets 20-25% full year revenue growth from Bt3.23b FY22 driven by improved demand for marine & land oil transports on recovery demand for fuels, target full year utilization rate exceed 85% vs 80% FY22, sets Bt340m capex to add 1 tanker from current 9 vessels. Comment: It’s the margin risk…volume is typically there, and […]
Read More →Stocks in the news (aot, chase, color, makro, nrf, snnp, prm, toa, tsr) 08.05.23
AOT: expects full year revenue reaches pre-Covid level above Bt62b driven by positive momentum from aero & non-aero rev, SAT-1 terminal on track to cod upcoming Sept. CHASE: reported Bt1.6b bad debts purchased for Bt150m during 4M23, aims to seal 2 more deals before end of 2Q. Comment: The first time they’ve bought something in […]
Read More →Management Trades 01/05 – 05/05
A short week as there were only 2 trading days Notable Transactions Buy(s) THB 222 mn Sell(s) THB 244 mn
Read More →Stocks in the news (advanc, amata, pttg, ptt, siri, tcrb, tsr, sbnext) 03.05.23
ADVANC: to report 1Q net profit on May 8, Bt6.79b consensus. AMATA: Director, Viboon Kromadit, resigned from the company, effect from May 1. Comment: He’s the been the key salesman for the company managing the relationships with, predominately, the Japanese customer base. PTG: reaffirms solid 2Q from strong fuels sales volume on improved domestic travel, […]
Read More →Stocks in the news (major, scb, tacc, wha) 02.05.23
MAJOR: upbeat 2Q earnings from strong ticket sales during long holiday, higher contribution from advertising revenue & retail business. Comment: First Top Gun saved the industry and now the Super Mario Brothers are going to take it to the moon. TACC: acquires Korean beauty products distributor, Blush Beauty (TH), seeks to branch out from beverage […]
Read More →Market Update 02/05
Strip DELTA out and the YTD doesn’t look this awful, but strip DELTA out for the past 2 years and the SET returns look far worse. Which sector has the best divvy’s? Resources, I haven’t changed my tune on this….oil and friends are still going to have a decent run… In 2 weeks earnings season […]
Read More →