Management Trades 14/07 – 18/07
Notable Transactions Buy(s) THB 110 mn Sell(s) THB 54 mn
Read More →Tag: vietnam stock exchange
WHTW Top 10: 14/07 – 18/07
Bonus 10
Read More →Stocks in the news (KTC, itel, plt, scb, shr, tsth) 18.07.25
KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio. ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% […]
Read More →Stocks in the news (mint, or) 17.07.25
MINT reaffirms solid 2Q from robust OCC & RevPar during Apr-May from hotels in EU +7% yoy, will ramp up re-payment in 2H to reduce interest exp, newly acquired GAGA Beverages will help solidify and complement existing food brand portfolio. Comment: At one point this name will be attractive to investors again…the only question is […]
Read More →Stocks in the news (asw, dv8, ea, Floyd, ori, planb, stpi) 16.07.25
ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →Stocks in the news VN 14/07 – 18/07
Companies Tickers: cmg.vn, ctg.vn, dbc.vn, fcn.vn, fpt.vn, hah.nv, hdb.vn, idc.vn, nkg.vn, vci.vn, vjc.vn, nlg.vn CMG VN: received approval to develop a USD250 mn CMC Hyperscale Data Center at Saigon Hi-Tech Park. Comments: Rumours have it that Samsung wants to exit from CMG CTG VN: is seeking buyers for its VietinBank Tower project in Hanoi, accepting […]
Read More →Stocks in the news (bcpg, biz, gulf, sc, teka, tmi) 15.07.25
BCPG’s board has approved the acquisition of a 17.48MW solar rooftop operator, Scan Advanc Power, from Contorno and Prompt Power for Bt211.61m. BIZ has secured medical equipment procurement contracts with five hospitals, totalling Bt858m. GULF, through its wholly owned subsidiary Gulf Edge Services, has raised its stake in cloud service provider AIS Broadband Co from […]
Read More →Stocks in the news (aot, chayo, m, sccc, spali, sricha) 14.07.25
AOT: ITA Airways (Rome-based) will increase its direct Rome–Bangkok service from three flights per week to daily starting December. CHAYO is seeking bondholders’ approval for a two-year extension on five bond series, offering an additional 0.125% interest in return, citing unfavourable market conditions for new issuances. Comment: That’s all they’re offering to bondholders? The company […]
Read More →Market Update 14/07
Could the upside for Thailand be that there just isn’t any selling pressure left? 2Q earnings are starting soon, let’s see….perhaps all the crap is already priced in.
Read More →Management Trades 07/07 – 11/07
Notable Transaction(s) Buy(s) THB 31 mn Sell(s) THB 3.7 mn
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