Management Trades 27/04 – 1/05
Notable Transactions Buy(s) THB 101 mn THG – A director is buying shares from the Chairman/Founder? A change finally occurring here? Sell(s) THB 75.8 mn THG – See above
Read More →Day: May 5, 2020
Market Update 05/04
And now the fun starts. 1Q earnings are continuing to be released for Thai companies/region/world. Economies are going to begin opening up. What is currently being priced into the markets/sectors/names? Hope? Reality? Will there be a disappointing in how slow the economy opens up? Several businesses are gone, salaries are lost, debt has been accumulated. […]
Read More →Stocks in the news (chg, delta, inet, mbk, mint, pace, seafco, singer, ttw) 05.05.20
CHG reaffirms 10% revenue growth target after securing more SSO’s patients. Comment: The hospitals that aren’t focused on foreign customers are now the safer players. DELTA sees higher revenue from abroad after US & EU ease lockdown, maintained 5-10% revenue growth target, tailwind from weak THB boost earnings. Comment: That is impressive. INET will branch […]
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