Month: January 2023

0

Stocks in the news VN

Week 16/01 – 19/01 acb.vn, ctd.vn, eib.vn, fmc.vn, fpt.vn, hax.vn, hbc.vn, hdc.vn, hdc.vn, ht1.vn, mig.vn, pdr.vn, pow.vn, pvs.vn, scs.vn, vci.vn, vib.vn Company News ACB VN: The State Securities Commission (SSC) has issued a sanctioning decision against the ACB for not reporting on the expected ACB stock trading. The fine imposed by the SSC is VND3 […]

Read More →
0

Stocks in the news (ichi, ktb, mint, noble, or, proen, scb, thcom, tsth) 20.01.23

ICHI mulls selling international franchise of its JPN restaurant, Oishi Biztoro, seeks to expand selling channel via multiple formats to expand coverage, plans to open 30 new restaurants over next 3 years as dine-in recovery, focus costs management to stretch margin. Comment: Because they haven’t done well with it.. KTB in collab with BJC to […]

Read More →
0

Stocks in the news (bay, com7, hl, jmart, kbank, global, major, ner, saf, scb) 19.01.23

BAY is also to report today, Bt8.207b 4Q22, and Bt29.84b FY22 consensus. Comment: Perhaps the best managed bank in the country over the past few years. COM7 mulls expanding house brand products portfolio from <10% of mobile accessories sales to >25% in FY23 to boost margin, utilize existing shelf spaces. Comment: so they’re going to […]

Read More →
0

Stocks in the news (amata, bts, ivl, pttep, leo, rs, synex, tsr, warrix) 18.01.23

AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center. Comment: That’s it? Rubbish. BTS in talk with BBL to set up virtual bank. Comment: Ohhhh boy. Will this be put into RABBIT? IVL mulls taking over PTL, by taking 50% stake from major holders and tendering […]

Read More →
0

Stocks in the news (asap, awc, bec, bgrim, gunkul, fsmart, ori, ptg, siri, ygg) 17.01.23

ASAP sees 1Q23 car rent jump 400% yoy as demand surge on increase travelers, allots Bt2b budget to expand fleet. Comment: There are multiple ways to play the recovery in tourism. This is one. AWC saw bookings and room occupancy rates in December exceed that of pre-pandemic period. BEC signed an exclusive Thai drama and […]

Read More →
0

Stocks in the news (cho, gulf, susco, tfg, cpf, thcom, wha) 16.01.23

CHO sets Bt1-1.5b revenue target this year, returning to profit in 3Q23, supported by Bt800m revenue from SPAC and Bt90m/Q revenue from hemp related business, and Bt1.3b backlog from BMTA bus maintenance contract, realizing over 5-year. Comment: I do like the business model here, as it’s a simple cf spread, but I don’t like the […]

Read More →
0

Market Update 16/01

Anyone else noticed that the Thai baht is back to 32? Easiest 4 month return in USD terms…and this applies to practically all Asian currencies. All it took was for the Chinese to come out of their lockdowns and be allowed to fly – by year end the country will be fully back to pre-covid […]

Read More →