Tag: ekh

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Stocks in the news (advanc, centel, ekh, ptt, sa, turtle) 23.11.23

ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB. CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex. Comment: Look at the rates the strong hotel players […]

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Stocks in the news (auct, ccp, chayo, ci, ekh, jpark, pttep, jmt, mbk, ori, smt) 03.11.23

AUCT is expected to report big jump 2H driven by vehicle registration fees thru auction yard, revenue from vehicles transfer and acceleration of traffic from repossesses vehicles purge by financial institution by end of year, Tabloid. Comment: Just go through KKP’s MD&A and you’ll see that there are still a lot of cars to be […]

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Stocks in the news (asw, bbl, bch, ekh, egco, heng, susco, takuni, uniq) 05.10.23

ASW keeps Bt15b FY residential sales target after logged Bt11.784b 9M23, maintain 5 launch plan total Bt11.55b in 4Q. BBL, TTB and KTB are expected to report robust profit growth in 3Q driven by NIM expansion, Thunhoon. Comment: Your deposit rates are up 1% yay! Your lending rates are up +2%….. BCH upbeats 3Q earnings […]

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Stocks in the news (all, bdms, ea, ekh, grammy, pttep, spa, synex) 02.08.23

ALL reported Bt263.67m default on debt payment with KKP. Comment: It’s a dead man walking, should be bankrupt. BDMS targets 6-8% full year revenue growth driven by higher fly-in patients from Middle-East, CLMV and China, target 2H OCC above 67% from 62% in 1H on seasonal, broader segment coverage from health insurance & SSO. EA […]

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Stocks in the news (amarin, asian, aai, ci, civil, ditto, ekh, major, shr, stark, wave, whaup) 30.05.23

AMARIN: co., name changed to Amarin Corp, ticker unchanged, effective today. ASIAN and its unit, AAI, are ready to move production base to Vietnam or Philippines if new government raises minimum wage to Bt450. Comment: This is a convenient excuse for the company to invest overseas. It’ll be more to do with FTA’s from the […]

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Stocks in the news (age, aura, ekh, nrf, thg, spali, zen) 17.03.23

AGE upbeats outlook from improved revenue mixed after diversify from coal trading business to logistic and agricultural trade, mulls expand coal sales in VN & Cambodia to meet demand, branch out from coal logistic to other goods such as cement, biomass fuel & agricultural products to utilize existing resources, provide new source of revenue. Comment: […]

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Stocks in the news (awc, bpcg, bec, bts, crc, ekh, ep, esso, gtb, iktc, hmpro, prapat) 14.03.23

AWC inked deal Zhejiang China Commodities City Group (CCC Group) to expand wholesales AEC trade center, solution service center for EXIM operators & ecommerce merchants, bulk purchase, group purchase & multi level procurement. Comment: Well there you go, they are happy for Thailand to be a net importer from China. This is going to kill […]

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Stocks in the news (bts, bem, centel, ekh, ktb, princ, seafco, sgp, spa) 06.01.23

BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8. Comment: News is reallllllllllllllllly lacking this first week back. CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens. Comment: Would be good to know what % this is of total bookings. EKH sees […]

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Stocks in the news (aot, cotto, ekh, gulf, hmpro, nrf, or, snnp, thai, wha) 01.08.22

AOT’s Mae Fah Luang-Chiang Rai International Airport will be closed until Wednesday after a Nok Air passenger jet skidded off the runway on Saturday night. COTTO hikes ceramic tiles & flooring products price by 1-2% on higher energy costs, expects 2H sales fairly even with 1H, sets Bt400m budgets for efficiency upgrade, jv overseas partners […]

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