Tag: viet stocks
Stocks in the news (aeonts, cnt, gfpt, gulf, mint, rabbit) 11.07.25
Recap: AEONTS: reported 1Q26np (end of May) at Bt 771m +47% yoy, In-line with Bt 777m consensus, topline -2.1% yoy; but improved asset quality & used car HP portfolio saved earnings. Comment: Now, is the beginning of the recovery? Has it turned the corner? Not just for AEONTS but the entire sector? CNT: reported acquisition […]
Read More →Stocks in the news (amata, ap, true, advanc, whaup, tta) 09.07.25
AMATA’s assessing the impact of 36% US tariff, but was in line with its expectation, still keeps 3,500 rai land sale target this year, while WHA said no impact to its main customers, EV and data center, but assessing impact on electrical appliance clients, firms on 1,750 rai land sale target. Comment: Let’s see how […]
Read More →Stocks in the news (bafs, osp, tasco) 08.07.25
BAFS anticipates positive 2Q earnings growth YoY, driven by a 6% increase in jet refueling volume amid strong air traffic from the EU and South Asia. The company maintains full-year revenue growth target of 9% to above Bt3.8bn, with sales volume forecast to rise 7% to 5.4bn liters. Key clients include carriers from Thailand, India, […]
Read More →Stocks in the news (aot, egco, estar, mtc, lts) 07.07.25
AOT: Norse Atlantic Airways has confirmed a new weekly Manchester–Bangkok route starting November 26, with potential for expansion depending on demand. Comment: These are all positives. Now what about that King Power deal? EGCO targets 4–5 M&A deals in 2H25, focusing on energy projects and renewable assets in the U.S. and Middle East. ESTAR maintains […]
Read More →Market Update 07/07
It’s shopping time, 7/7! How appropriate given that the market is now 20% for the year, the PE seems to have magically disappeared from my bberg but whatever. The yield is now at 4.4%, the index is almost down below 1x PBV – which typically means, it’s shopping season. But we are blessed in Thailand […]
Read More →Management Trades 30/06 – 04/07
Notable Transactions Buy(s): THB 90 mn Sell(s): THB 11.7 mn
Read More →Stocks in the news (dv8, hmpro, gunkul, maguro, sisb) 04.07.25
DV8 received a tender offer for all share from a group of 8 foreign investors at Bt0.56/share, vs Bt5.5 lastclosed. Comment: Wait what? Is this news correct? A 90%discount to market prices? It does seem to be the case so whoever pumped the stock is going to be quite surprised. HMPRO opens new Hybrid Store […]
Read More →Stocks in the news (advanc, true, advice, com7, jpark, sappe) 03.07.25
NBTC board postponed endorsement of June 29 mobile spectrum auction, won by TRUE and ADVANC, to make sure there was no collusion, rescheduled meeting to Jul 6, the deadline for it to approve the bidding outcome. Comment: Perhaps for the first time I agree with this news that this is no collusion between these twogroups […]
Read More →Stocks in the news (awc, ktb, banpu, ktc, maguro, nl, seafco, spali) 01.07.25
AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards. Comment: Even with green bs, loan growth is still nothing… BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen […]
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