Day: September 11, 2023

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Stocks in the news (ama, ba, bch, jkn, mgt, nyt, paco, plt, jmart, tasco, or, bcp, susco, ptg) 11.09.23

AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]

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Market Update 11/09

Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done. The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.

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