Management Trades 16/01 – 20/01
Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
Read More →Tag: ori
Stocks in the news (asap, awc, bec, bgrim, gunkul, fsmart, ori, ptg, siri, ygg) 17.01.23
ASAP sees 1Q23 car rent jump 400% yoy as demand surge on increase travelers, allots Bt2b budget to expand fleet. Comment: There are multiple ways to play the recovery in tourism. This is one. AWC saw bookings and room occupancy rates in December exceed that of pre-pandemic period. BEC signed an exclusive Thai drama and […]
Read More →Management Trades 12/12 – 30/12
Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →Stocks in the news (bcpg, ner, ori, jwd, prapat, scb, sprc, u, uba, uobhk) 07.12.22
BCPG’s planning to build Asia’s largest wind farm in Laos, 600MW, in coop with PowerChina International, to COD in 2025. NER seeks board approval for its 3-year business plan, including Bt500K tons sales and Bt30b revenue target, Bt400m capex for expansion in 3 new plants in Northeastern, targeting 1.1m ton/year capacity. Comment: Their margins have […]
Read More →Stocks in the news (ah, bm, crc, ori, pr9, scc, sgp, tisco, ureka, wha) 06.10.22
AH firms on 30% revenue growth target on 5-6% auto industry growth, and expansion in EV market. Comment: Again this revenue growth has nothing to do with EV’s, but it’s the narrative being used. BM’s upbeat outlook from pending orders of steel module for Tao-Bin robotic barista machines from FORTH, keeps Bt1.4b FY22 revenue target, […]
Read More →Stocks in the news (anan, iig, leo, ori, osp, stech) 25.08.22
ANAN expects 3Q turnaround from transfer of Bt7b Ideo Rama9-Asoke condo projects, will launch 5 project by eo-September, maintaining Bt13b FY transfer target. Comment: Ah a former darling that has fallen from flying too close to the sun. When the situation goes from shit to bad – watch for the share price recovery. IIG maintained […]
Read More →Stocks in the news (amata, wha, ck, kkp, ori, proud, tm, tru, ttb, wfx) 04.08.22
AMATA and WHA stand to benefit on relocations following fresh China-Taiwan tensions, while ASIAN, TU, TKN, and SNNP may benefit from food export bans, Tabloid. Comment: Well, everyone used to say that AMATA and WHA was going to benefit from the China tariff’s, that didn’t materalise. Why would this? And if there is going to […]
Read More →Stocks in the news (advanc, fpi, jmart, lph, makro, ori, psh, scb, spali, tkn) 11.07.22
Last week’s announcement by ADVANC on its proposal to acquire fixed broadband provider Triple T Broadband (TTTBB) is expected to complicate the telecom regulator’s decision on the fate of the merger between TRUE and DTAC, with the sector becoming a duopoly. Comment: It’s not complicated, its very straightforward, the next decade will see great cashflows […]
Read More →Stocks in the news (aeonts, biz, cpall, dtac, jmart, kbank, ori, scb, tu, wice) 06.07.22
AEONTS’s 1Q23np (end of May) at Bt1.11b, -3% yoy, il/w Bt1.03b consensus. BIZ in talk partner to invest in hospital business, aims to diversify earnings from med supplies, cancer radiosurgery system, disinfection & unmanned delivery robot business. CPALL signed Lisa Blackpink as brand ambassador, citing The Standard Wealth. Comment: I suppose this is positive? DTAC’s […]
Read More →Stocks in the news (dod, global, ori, or, rml, rp, stark, tiph) 20.06.22
DOD reaffirmed 20% revenue growth target this year to Bt1,220m, on plans to exports >50 hemp supplements, sets Bt180m capex to expand warehouses and boost productivities. Comment: The quality of TH’s hemp supplements are rubbish due to the FDA requirements on the low THC levels. Barely has any medical use cases. GLOBAL forms venture with […]
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