BANPU sees solid 2Q21 on rising coal price to >$100/ton, while cutting costs in coal mines in Australia and Indonesia. Comment: And AGE and LANNA have benefited as well. JUBILE keeps 10% revenue growth target this year, on solid 1Q which showed a 11% growth, with plans to expand branches and promo in 2H to […]
Read More →From a Head of Research friend “Earnings: 1Q season is over and on aggregate it was up 28% and c.30% of our forecast. We run a preview on most our and on aggregate the actual earnings were 15.5% higher than expectation. This means upgrades…” Watch for the upgrades, why? The fortune cookie vaccine and AZ […]
Read More →With earnings reporting season over all the owners/directors have started buying/selling their shares again. Notable Transactions Buy(s) THB 988 AUCT – That’s a huge block trade, family took back some 14% the company. RS – He’s buying again. SABUY – They’re making moves and being paid well in share price performance, the MD buys more. […]
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