Day: March 25, 2024

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Stocks in the news (btg, chg, ktb, scb) 25.03.24

BTG: target 5-10% FY24 revenue growth supported by improve swine sales volume & selling price, lower SG&A after revamp distribution channel & cost control. Comment: Usual story…play the margins. When margins are rubbish …wait 6-12 months. Bottoms.. buy…wait..margins expand….sell..usual. CHG: targets 15% FY24 revenue growth supported by strong volume from both local & international patients, […]

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Market Update 25/03

Same as every week, all the pain is in the currency. USD/THB nearly -6% YTD… In USD terms Thailand is -8%, well done. Malaysia 2.0 w/ Thai spices – this forecast is, much to my chagrin, becoming truer and truer.

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Management Trades 18/03 – 22/03

Notable Transactions Buy(s) THB 376 mn Sell(s) THB 36.6 bn

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