BANPU cuts full year coal sales volume target to 38.2m tons from 42m prior as power producers stocking remain high due to warmer than expected winter, focus on renewable, power storage, energy trading business to diversify earnings. Comment: Wait wait wait….it’s going to be hotter than normal now = higher AC usage = higher electricity […]
Read More →The news is all over the place regarding how the election results is negative for the market & economy. In reality its the heavy weighting to the crony capitalism plays (GULF) and the oddly expensive DELTA falling that have pulled the market down thereby resulting in fear/margin calls for every other play. I do wonder […]
Read More →Notable Transactions Earnings season is over and they’re all back to buying/selling Buy(s) THB 287 mn Sell(s) THB 1 bn
Read More →Week 15/05 – 20/05 bwe.vn, ctr.vn, dcm.vn, dig.vn, fpt.vn, msn.vn, nvl.vn, sab.vn, vhc.vn, vic.vn Company BWE VN: recorded, in April, revenue of VND400 bn and PAT of VND85 bn. For 4M2023, total revenue is VND1,082 bn and PAT is VND226 bn (-10% and -15% respectively YoY), completing 27% of the revenue plan, 31% of the […]
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