Day: January 29, 2023

2

Stocks in the news (bbl, bem, kbank, mint, mitsib, tpch, winmed) 27.01.23

BBL raises prime lending rates by 15-20bps, savings by 5-25bps from today, its minimum lending rate now at 6.45% and savings will be 0.5%, becomes the 1st to hike after BOT’s on Wednesday. Comment: Just look at that spread, remember the news article where the bankers said they wouldn’t increase rates. BEM mulls revising up […]

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Stocks in the news (awc, bdms, ci, ilink, jkn, kce, mtc, scc, sithai) 26.01.23

AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]

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Stocks in the news (atp30, bgrim, brr, jmt, kbank, jubile, master, mvp, sabuy, scgp, takuni, thg, true) 25.01.23

ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]

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