Management 05/02 – 09/02
Notable Transactions Buy(s) THB 13 mn Sell(s) THB 4 mn
Read More →Month: February 2024
Market Update 12/02
Thailand only has to drop another -60% and then it’ll be trading at the same valuation as Hong Kong – that’s how bad that bear market is…perhaps this is the best bull argument for Thailand. this country isn’t as $hit as HK and Chyna.
Read More →Stocks in the news (asw, credit, fsmart, mint, ptt, rbf, sc, thcom, vranda) 09.02.24
ASW sets Bt8.7b revenue target this year, Bt19.5b backlog, starts transferring 9 projects worth Bt14.7b, sets Bt17.8b presales, 12 new projects worth Bt25.92b. CREDIT: Thai Credit Bank debuts IPO 254.12m shares at Bt29 apiece, CIMB (TH) leads. Thai Credit bank (CREDIT) sets 20-30% loan port growth p.a., 9M23 NIM at 8.2%, highest among peers and […]
Read More →Stocks in the news (as, bch, bem, itel, ptg) 08.02.24
AS forms venture co., with Bitkub, Kupplay, to expand online game platform, will launch utility token (AST Token) to use in ecosystem of platform, aims to raise fund via ICO in 4Q. Comment: Sorry but AS owns a stake in Bitkub…AS is partly owned by SABUY – so in my books, AS, you’ve become a […]
Read More →Stocks in the news (advanc, apure, asw, pcc, ptg, pttep, tplas, tpch, vgi, bts) 07.02.24
ADVANC 4Q net profit @ Bt7.36b vs Bt7.485b estimate, FY @ Bt29b, +12% yoy vs Bt29.3b consensus, pays Bt4.61 dps XD Feb 19, AGM Mar 25. APURE targets record high revenue this year >Bt3b driven by larger sweet corn exports volume to US, Japan & Saudi Arabia, improved orders feeding from hotels & F&B clients […]
Read More →Stocks in the news (aot, advanc, cpaxt, rbf) 06.02.24
AOT sets Bt6.66b to revamp 3 airports transferred from Department of Airport including Buriram, Krabi & U-don-Thani, will officially operate from 3Q24 (Apr-Jun). Comment: You won’t recognise these airports after they’re done. I’ve seen the improvements in some of the recently done airports, it’s just great. ADVANC is in talks with OR and a digital […]
Read More →Stocks in the news (bdms, chewa, cpn, inset, orn, sappe, ttb) 05.02.24
BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival. Comment: Aging expensive doctors are […]
Read More →Management Trades 29/01 – 02/02
Notable Transactions Buy(s) THB 25 mn Sell(s) THB 1.5 mn
Read More →Market Update 05/02
A friend sent an article across about how Bangkok is an expensive place to live. I forwarded it on the smartest person I know in the country, and he responded, (w/ my paraphrasing) “Bangkok is rich, but Thailand is poor, and this is why people retire in the provinces” When I look at the Thai […]
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