Tag: vietnam
Management Trade 15/09 – 19/09
Notable Transactions Buy(s) THB 65 mn Sell(s) THB 154 mn
Read More →Stocks in the news (aav, advanc, banpu, impact, sc, scx, turbo, vih, itc, aai) 18.09.25
AAV launches three new international routes from Bangkok: Almaty, Sendai, and Riyadh; will take delivery of 2 A330 aircraft in 4Q; domestic routes BKK–Chiangrai and BKK–Nakhonsithamarat start 1 Oct. Comment: At one point this should be an interesting trade…I thought it was the case a few months ago…let’s see. AIS: Thailand Cyber Wellness Index 2025 […]
Read More →Stocks in the news (amata, aot, cbg, com7, cpf, epg, mtc, nex, sino, teamg, vgi) 17.09.25
AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue. Comment: It’s still roaring in. AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term […]
Read More →Stocks in the news (atp30, cococo, eastw, itd, ptt, pttgc, spali, tu, kbank, sc) 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 25% higher than ICE vehicles. Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again… COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin […]
Read More →Stocks in the news (anan, bh, dusit, eastw, gwm, kbank, capxt, 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 →Market Update 15/09
Boom what a quick recovery. List the uncertainties that may have held back the Thai Equity market
Read More →Management Trades 01/09 – 12/09
Side note: I’ve noticed some new equities, STX and STARM. I wonder what these are..RTO’s? Notable Transactions Buy(s) THB 220 mn Sell(s) THB 3 bn
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 branding, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small fortune […]
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 […]
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