WHTW Top 10: 26/06 – 30/06
Note: There’s 18, a lot of interesting news this week.
Read More →Month: June 2023
Stocks in the news (aav, aot, asian, dmt, forth, inet, nyt, stark, tpl) 30.06.23
AAV will resume 4 weekly flights from BKK (DMK) to Colombo starting Jul 9, mulls going daily during peak holiday season in Dec. AOT’s has ordered a safety check on every moving walkway at BKK’s Don Mueang airport, following an incident in which a woman lost a part of her left leg after falling on […]
Read More →Stocks in the news (aot, bcp, bcpg, bbl, gpsc, gunkul, osp, plt, plus, stark, ttcl) 29.06.23
AOT: Malaysian low-cost airline MYAirline, launched daily four daily flights to BKK (2 SIA & 2 DMK) starts Jul 1, mulls flying from KL to Phuket & Chiang Mai by eoy. Comment: Great to see more competition (as an end-user). BCP expects to wrap up 65.99% ESSO stake buy in 4Q, while insisting that Bt9.94 […]
Read More →Stocks in the news (bts, mint, rph, sky) 28.06.23
BTS: cabinet approved fare for monorail yellow line (Ladprao-Samrong) from Bt15 up to Bt45/trip, cod from Jul 3. MINT to acquire 100% stake in Singco Trading Pte, the intellectual property holder of Sizzler, except in US, Guatemala, and Puerto Rico, for Bt546m, including 64 restaurants in TH and 10 in JP, eyes expansion into China, […]
Read More →Stocks in the news (ah, cpnreit, dod, dusit, imh, ivl, ncl, super, uniq, xo) 27.06.23
AH’s board approved acquisition in 60% of Malaysia auto parts maker, an affiliate co., of Proton Group, Advance Vehicle Engineering Global (Avee) for up to MYR41m (Bt312m) to support overseas expansion. Comment: Hopefully not to supply to Proton manufacturing… CPNREIT to renew lease of 2 malls, Central Pinklao (15 years) & Central Rama 2 (30 […]
Read More →Stocks in the news (aav, ah, global, ner, sappe, stark, zen) 26.06.23
AAV: is expected to report wider margin qoq from low hedging on jet fuel as avg price 2Q stands at US$ 95/bbl vs US$ 106/bbl in 1Q, tailwind from strong cabin factor during Songkran holidays boost earnings, tabloid. AH: credit rating upgrade to A- from BBB+, stable outlook at TRIS Rating. GLOBAL: anticipates mediocre 2Q […]
Read More →Market Update 26/06
The STARK effect. That’s what we’re seeing unfold in the Thai capital markets, fear that this is going to reverberate throughout the system, and that several other companies are fudging their books and no-one knows who to trust. This will be a wonderful period to pick up the names you like why….1) massive rate hikes […]
Read More →Management Trades 19/06 – 23/06
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 94 mn
Read More →Stocks in the news (acg, crc, jmart, nex, pttep, scn) 23.06.23
ACG sets Bt300m to expand AutoClik (Fast-Fit) branches to 20 this year, from 13 currently, and 30 by end of 24, to open its 13th in Phuket today. Central Marketing Group (CMG), a unit of CRC, and a leading distributor of >40 top global brands in fashion, beauty, watches, and tech segments, anticipates revenue growth […]
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