Tag: viet shares
Stocks in the news (erw, pttep, tasco, tkc, thcom) 03.09.25
ERW reported liquidation of subsidiary, Erawan Philippines, in which it indirectly holds 100% of shrs thru Hop Inn Hotel Philippines, no impact on oper of the co., and other subsidiaries as the subsidiary has not conducting any oper. PTTEP completed acquisition of 34% stake in E&E Algeria Touat B.V., which oper onshore basin gas field […]
Read More →Stocks in the news (ace, aura, bem, tacc, thai) 04.09.25
ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy. AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 […]
Read More →Stocks in the news (gpsc, gulf) 08.09.25
GPSC: acquires additional stake in Ratchburi Power (RPCL), an independent power producer with an installed capacity of 1,400mw from Toyota Tsusho Corp and Chubu Electric Power, company will indirectly hold 40.625% stake post transaction. GULF: CEO, Sarath Ratanavadi, sold 62m shares (0.41%) at Bt47 each to JPM Structured Products B.V., his group still hold 59.96% […]
Read More →Stocks in the news (com7, toa, vranda) 09.09.25
COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr. Comment: After a decade..it still amuses me how simple it is to just trade […]
Read More →Stocks in the news (ace, bch, gulf, tfg) 10.09.25
ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]
Read More →Stocks in the news (ama, ap, human, ivl, jmart, jmt, wice) 11.09.25
AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →Stocks in the news (ktb, malee, pttgc, rabbit, top) 12.09.25
KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon. Comment: Voila….if PT wasn’t so stuck up about brand name, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small […]
Read More →Stocks in the news (anan, bh, dusit, eastw, gwm, kbank, cpaxt, inset, itd, jas, ptg, ptt, scb, skin, true) 15.09.25
ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →Stocks in the news (atp30, cococo, eastw, itd, nex, ptt, pttgc, sc, spali, tu) 16.09.25
ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins are 25% higher than ICE vehicles. COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin recovery, cost savings, and new product launches; 2H25 sales +13%-14% YoY. Comment: Thailand is the coconut […]
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