Month: October 2023

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Stocks in the news (aai, cpn, ea, ori, tmi, tta, sappe) 06.10.23

AAI reaffirms 2H turnaround driven by recovery PET foods order from overseas clients aft excess inventory jitter eased, 1 new client (private label) on board, expects margin widen from lower tuna price, higher utilization rate and tail wind from weak THB. Comment: So…take the bet before earnings…or wait and see… CPN sets Bt600m promo budget […]

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Stocks in the news (asw, bbl, bch, ekh, egco, heng, susco, takuni, uniq) 05.10.23

ASW keeps Bt15b FY residential sales target after logged Bt11.784b 9M23, maintain 5 launch plan total Bt11.55b in 4Q. BBL, TTB and KTB are expected to report robust profit growth in 3Q driven by NIM expansion, Thunhoon. Comment: Your deposit rates are up 1% yay! Your lending rates are up +2%….. BCH upbeats 3Q earnings […]

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Stocks in the news (akr, bdms, bgrim, com7, ea, icn, jpark, mgc, ratch, sflex, smt, thbev, tta) 04.10.23

AKR anticipates positive earnings momentum continue thru next year driven by rising demand for transformer from property & solar rooftop project, aims to fill EPC backlog from Bt300m current bidding, 50% out of Bt350m backlog to realize this year, maintain 15% FY revenue growth target. Comment: The demand for transformers and substations are going to […]

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Stocks in the news (aot, ccet, cococo, cpn, imh, jpark, ktb, mk, ratch, seafco, thai, tkn) 03.10.23

AOT: Thai Vietjet will resume cross-country direct flights from Phuket-Chiang Rai starting Oct 29 to capture rising number of leisure travelers in both cities. Comment: Not sure that’s a popular flight route, nonetheless a positive to see more flights in the air. CCET announced RO 4.6b shares, 1:0.7863 @ Bt1.5/share, XR Oct 10, subscription from […]

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Stocks in the news (banpu, bjc, mbk, osp, rojna, solar) 02.10.23

BANPU to wrap up lithium, nickel and copper mining investment in Laos, Indo, and August by end of year or 1Q24, for immediate revenue recognitions. BJC’s hypermarket unit, Big C, signed MOU with Overseas Cambodian Investment Corps (OCIC) to develop 12k sq.m mega project northeast central of Phnom Penh under 30-yr lease contract, target cod […]

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Market Update 02/10

So DELTA decided to magically dump shares to hit the free float requirements to remain part of the SET50..amusing. As for the rest of the market, wouldn’t be surprised to see capital flow into all the other large caps that were squeezed out due to DELTA’s inclusion in the SET50.

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