Month: July 2022

1

Stocks in the news (amr, chayo, cpn, dtac, ea, gfpt, ilink, mufg, nwr, rsp, tpipl) 01.07.22

AMR sets Bt2b revenue target, supported by Bt2b backlog, and plan to expand motorbike’s battery changer kiosk to 1,000 by end of next year. CHAYO reported Bt1.41b NPL & NPA acquired during 1H22, total distressed assets under management at Bt74.294b eo-1Q (Bt17.34b secured & Bt56.945b unsecured). Comment: Now lets see which bank will partner with […]

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4

Stocks in the news (bdms, bem, biotec, kbank, jmt, pf, sena, stech, ube) 30.06.22

BDMS, who owns 95.76% in SVH, will tender for the remaining 4.24% at Bt480/share and will delist SVH from SET. BEM to hold rate for Blue Line at Bt17-42 until end of year, then raise to Bt17-43, sees no impact. Comment: I have often commented that the MRT in Singapore is cheaper than the subway/skytrains […]

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