Management Trades 18/03 – 22/03
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 36.6 bn
Read More →Tag: Gunkul
Stocks in the news (asap, bkgi, gunkul, gulf, sgp, synex) 20.03.24
ASAP target vehicle sales >2,500 units from a 2-week event, BKK International Motor Show (Mar 27-Apr 4), expects positive feedback from new launch Changan Lumin EV & Deepal L07-S07 long range. Comment: This will be interesting to follow, EV gov subs are still there but lower, will these oddly named EV cars do well? BKGI: […]
Read More →Stocks in the news (bpp, gunkul, ip, ptt, tidlor, true) 08.03.24
BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]
Read More →Stocks in the news (erw, gpsc, gunkul, onee, ner, ptt, rabbit) 01.03.24
ERW firms on plan to open 14 Hop Inn budget hotels in Thailand, Philippine & Japan this year, to upgrade mid-scale & luxury hotel group to improve room rate, target 5% RevPar growth this year. Comment: It’s genuinely remarkable how consistent this group has been. But let’s see still plenty of time to f things […]
Read More →Stocks in the news (bts, stec, ratch, gunkul, ptg, siri) 03.01.23
A wheel fell off a Yellow Line monorail train and hit a taxi in Thepharak, outskirt of BKK. The train is operated by a consortium headed by BTS (75%), STEC and RATCH. Comment: One hopes that this is a 1 off accident… But I’ll happily blame STEC (anutin) all day long. GUNKUL plans to raise […]
Read More →Stocks in the news (aot, ccet, gunkul, delta, ori, siri) 27.11.23
AOT’s Chiangmai airport reports 47% of flights, 77 domestic and 24 overseas, during Nov 27-28 Loy Krathong, has been cancelled, due to safety concerns, related to flying of lanterns and balloons during the Loy Krathong festival. AOT: Air India confirmed new service flying direct from Delhi to Phuket starting Dec 15,23. Comment: Incredible Indiaaaaaa. Thailand […]
Read More →Management Trades 16/10 – 20/10
Notable Transactions Buy(s) THB 111 mn Sell(s) THB 46 mn
Read More →Stocks in the news (advanc, vgi, bafs, bcp, epg, gunkul, siri, vranda) 01.09.23
ADVANC sold 33.33% of e-wallet Rabbit Line Pay to Line man (TH) & Line Company (TH), VGI also purged 33.33% to both parties. Comment: Looks like digital wallets and all these “fancy” things actually don’t make $….who woulda thunk it. BAFS maintain 4.2b FY jet refueling volume target +40% yoy from 2.99B FY22, sees rev […]
Read More →Stocks in the news (advanc, bem, crd, gland, gunkul, pttgc, sawad, scap) 23.08.23
Further delay to ADVANC’s takeover bid of 3BB is expected after NBTC’s sub committee tasked with scrutinizing the economic impact of the deal has asked NBTC board to extend its working timeline for another 60 days. Comment: Translation “We’ve been spending taxpayer money going on holiday in Europe with our families and forgot to do […]
Read More →Stocks in the news (aot, bcp, bcpg, bbl, gpsc, gunkul, osp, plt, plus, stark, ttcl) 29.06.23
AOT: Malaysian low-cost airline MYAirline, launched daily four daily flights to BKK (2 SIA & 2 DMK) starts Jul 1, mulls flying from KL to Phuket & Chiang Mai by eoy. Comment: Great to see more competition (as an end-user). BCP expects to wrap up 65.99% ESSO stake buy in 4Q, while insisting that Bt9.94 […]
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