Management Trades 31/10 – 04/11
Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 mn
Read More →Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 mn
Read More →Week 31/10- 04/11 Company News vhg.vn , vpg.vn, vnd.vn VHG VN Trung Nam Construction Investment JSC targeted electricity sales at US$1bn in 2026, up from US$200mn last year, with EBITDA margin at 90%, co. said in a statement released at investor meeting in Ho Chi Minh City on Thursday. Trungnam Group planned to join bidding […]
Read More →ADVANC: 3Qnp at Bt 6.03b -5.4% yoy; missed Bt 6.42b consensus, core service revenue +1% yoy; -0.5% qoq as inflation eroded purchasing power on price sensitive mobile users. Comment: Far better than DTAC & TRUE…for now… CAZ: awarded 2 construction contracts total Bt 143m. IVL: joins bidding race against Bain Capital & CVC for PET […]
Read More →CPN: plans Bt 14b investment in 2 mixed-use projects in Nakhon Sawan & Nakhon Pathom provinces, target cod both within 1H24. Comment: And they’re going to conquer it all. PTTEP: reaffirms solid 4Q from higher Oil & Gas sales volume from Arthit, Erawan & Bongkot fields, tailwind from Algeria Hassi Bir Rekaiz projects, seeks to […]
Read More →BCP: subsidiary, OKEA ASA, completed 3 O&G fields transfer from Norway O&G operator, Wintershall Dea, will realize revenue from November 1. Comment: Not sure on the pricing, but it’s going to be a great few years for O&G (main risk is if the american government allows o&g firms to start drilling again….) BH: cod-ed corneal […]
Read More →AAI: ASIAN’s pet food unit, Asian Alliance International, debut IPO 637.5m shares at Bt 5.55 apiece, Tisco & UOBKH joint-leads. Comment: And that’s how you do an IPO pump. BBL: expects FY22 loan growth near double digits vs 4-6% previous projection, target 2-4.5% for FY23 (1-1.5x of FY23F GDP growth), NPL & provision likely to […]
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