AH anticipates solid 1H from strong auto parts orders & MG auto dealership operation thanks to PHEV sales & BEV stimulus, firms on 30% revenue growth target. ASK sees 1Q22 loan growth +20% yoy driven by commercial vehicles hire-purchase, target FY22 new loans >Bt36b-38b, NPLs below 3%, stretch term loan to assist clients. Comment: They […]
Read More →I think in 2 weeks the news about Ukraine and Russia is over. (just the news not the fighting, for that who knows). Brokers are now finally upgrading commodity related names, though at one point perhaps the market will realise that there are genuine supply issues and that this isn’t Russia/Ukraine driven. At one point […]
Read More →Notable Transactions Buy(s) THB 359 mn BTS – The big boss is back to buying his shares SABUY – He continues buying in scale, even though other members of the board and management appear to be selling JMART – And Adisak continues accumulating! Sell(s) THB 354 mn BBIK – An overnight block to institutions.
Read More →When to bring the curtain down: Stakeholders debate merits of deputy pm’s early election talk. Deputy Prime Minister and Palang Pracharath Party (PPRP) leader Prawit Wongsuwon sparked debate over whether the government should call an early House dissolution when he floated the idea that it would be a good time to go the polls after […]
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