Month: July 2023
Stocks in the news (cbg, egco, forth, gift, kjl, pr9, proud, sisb) 21.07.23
CBG: convenience store unit, CJ Express, postpone listing from prior schedule on 2H23 to next 1-2 years, Daily news. Comment: Ouch, does this imply that upcountry spending is far worse than we know? EGCO in collaboration with BoCo Rock Windfarm, a unit of Mitsubishi, to produce hydrogen from power plant with 113MW capacity. BoCo’s current […]
Read More →Stocks in the news (asap, bbl, bay, ck, cpaxt, cpnreit, ivl, nova, solar, tqr) 20.07.23
ASAP keeps Bt3.8b full year revenue target, allots Bt2b to add fleet size, expects demand for car rent accelerate after Thailand logged 2nd on AGODA top destination voted by travelers. Comment: Well, it seems to be pricing that in…liked the management and their vision a lot pre c-19, now I’m not sure what they’re up […]
Read More →Stocks in the news (aqua, genco, jkn, ktb, lh, nusa, ori, swjd, pf, stark, svi, tasco, tsth) 19.07.23
AQUA files criminal case against Thanhoon Tabloid for distorting facts in its reporting in TPL, causing damages to >5,000 shareholders who own >140m shr. Comment: So they didn’t pay Thanhoon the usual 20-40k baht for the news articles? And what business AQUA actually do? Shine Bunnag was a well known stock punter (read: manipulator) back […]
Read More →Stocks in the news (advanc, amata, bbl, bcp, cpanel, dmt, dusit, gunkul, prm, samart, tpl, xo) 18.07.23
ADVANC is expected to report robust 2Q driven by improved ARPU on eased competitions, lower SG&A/sales as marketing expense drop, upside from broadband business in 2H after transaction of TTTBB deal complete in 3Q. AMATA targets record high FY industrial land sales at 1k acres, sees positive sales momentum from TH & VN estates, 80-120 […]
Read More →Stocks in the news (jmt, chayo, chase, lpn, nex, samart, spali, warrix) 17.07.23
JMT, CHAYO and CHASE are expected to benefit from surged bad debts in 2H, SME, Hire-Purchase and mortgage are top non performing, Prachachart. Comment: CHASE shouldn’t be lumped into this they’re a rubbish firm compared to CHAYO and far lower than JMT. LPN launches Bt2.1b Earn Amata, a residential project, which offers 5-6% avg yield. […]
Read More →Market Update 17/07
I don’t care about social media news and the daily ongoings regarding the politics because I consider it all noise at the moment. A government is being formed, it will be better than what the country has had for the past 9 years and there is nothing but upside aside. All the daily news we […]
Read More →Management Trades 10/07 – 14/07
Notable Transactions Buy(s) THB 105 mn Sell(s) THB 113 mn
Read More →Stocks in the news VN
Week 10/07 – 14/07 Company cii.vn, hbc.vn, hhv.vn, hvn.vn, pow.vn, vcb.vn, vhm.vn, CII VN: had a total of 2 early in June redemptions of bonds with a total value of VND640 bn for the CIIBOND2020-04 bond lot. Comment: They could really be a strong position going forward… HBC VN: plans to issue another 274 mn […]
Read More →