Month: February 2023
Stocks in the news (bay, delta, mint, onee, samart) 03.02.23
BAY target FY23 loan growth within 3-5% range after logged 3.1% last year, focus on ASEAN expansion to VN, Indonesia, Phil, offering ESG loan to Cambodia, Laos and TH, seen NIM in range of 3.3-3.5% vs 3.45% in FY22 while non-NII to be flat, FY23F NPL in range of 2.5-2.6% slightly higher than 2.32% last […]
Read More →Stocks in the news (asw, au, cnt, ea, nex, byd, forth, imh, lpn, scgc, seafoc, tge) 02.02.23
ASW plans 12 new projects worth Bt22.5b, sets Bt15b presales target and Bt7.2b revenue, Bt12.9b backlog, sets Bt400m capex for non-property business. AU sees solid 4Q22 on higher tourist numbers and seasonal, boosting FY22 growth to >25% target, mulls new products, 5 new branches, including 2 in HK this year. Comment: And every quarter is […]
Read More →Stocks in the news (aot, banpu, kun, leo, lh, master, rs, sprc) 01.02.23
AOT: Qatar Airways added direct flight from Doha to Phuket to 4 daily flights from current 3, starting from today (Feb 1). BANPU said Australia’s decision to cap coal price at $125/ton will only effect Bt1-2b/quarter, very small vs its Bt50b annual profit. Comment: The risk for coal prices is that the sudden rush in […]
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