Week 21/10 – 25/10 Company (cii.vn, kbc.vn, msn.vn, mwg.vn, pvs.vn, vhm.vn) CII VN: successfully issued VND300 bn in 2-year non-convertible, unsecured bonds with a 10% annual interest rate. Comment: That’s cheap…..cheap in the sense that it’s a dodgy company and it should really be offering 15-20%, and Central Bank rate is 4.5%ish KBC VN: Hung […]
Read More →BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
Read More →It’s coming to the end of the year, in a month it’s effectively done for the year. I do wonder what the impact of the US elections is going to make on markets. For the americans reading this, vote trump, if you’re a man and you vote for camel toe – well that says it […]
Read More →Still a quiet week, earnings season until mid Nov. Notable Transactions Buy(s) THB 1 mn Sell(s) THB 2.5 mn
Read More →Bonus 1 Tourism: Lisa Manoban, a world-renowned Thai artist, has been confirmed to perform at TH Countdown 2025 event in BKK, Tourism Ministry.
Read More →ADVICE sees recovery in IT business despite delay in Windows 12 launches to mid-2025, see 10% avg sales growth per branch yoy, but overall growth this year may miss 10% target due to sluggish 1H, while solar cells installation service to officially launch in Nov. INSET in talks with 3-4 new clients building data center […]
Read More →AURA sees solid growth in 2H24, on higher margin between domestic and global price, while elevated gold price had more than helped low seasonal in 3Q. Comment: It’s not a true gold play, it’s a gold financing/retail play with low NPLs BTG sees continued momentum in 3Q earnings, on higher swine price and lower animal […]
Read More →AMATA to wrap up 300-500 rai land sales, boosting FY24 sales to all time high, with current backlog to realize until 2026. Comment: That’s nothing…WHA is spanking them. AUCT to start auctioning of 2nd hand E-Bike and EV, with 30 in 1st lot on Oct 26. Comment: This will set the secondhand price in the […]
Read More →CPF & GFPT are expected to recovered windfall from surged chicken exports order to JPN aft first bird flu outbreak of the season found at poultry farm in Hokkaido. Comment: Everyone will be massively surprised by how great the margins are from GPFT and CPF’s (core business) for the 3Q LTS signed exclusive dealer with […]
Read More →GULF & ADVANC are up 50%, True +100%, own the cartels… It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT […]
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