Week 24/06 – 28/06 Financials Company: baf.vn, bcm.vn, lpb.vn, kbc.vn, hsg.vn, msb.vn, nlg.vn, nvl.vn, ssb.vn, vcg.vn, vnm.vn BAF VN: the State Securities Commission (SSC) issued a decision to sanction administrative violations in the field of securities and stock market for BAF. The total fine is VND242.5 mn. Comment: What? I thought this was a decent […]
Read More →AAV: launches new route from KL to Chiang Rai northern TH, with 3 weekly flights starting Nov 2. BCPG: is expected to book Bt2.3b gains in 2Q from disposal of Bt10.37b Japan solar project to Denmark-based renewable co., Obton. CBG: reaffirms solid 2Q from robust domestic sales growth supported by market-share gains after competitor raised […]
Read More →ADVANC’s expected to report robust 2Q driven by strong ARPU aft removed low-cost data plans & wider handset margin due to lower handset subsidies, upside from cross selling strategies and sim card sales on tourism recovery. Comment: The telco’s are reducing service quality, cutting costs, increasing fees…they’re going to mint it – their only risk […]
Read More →ILINK upbeat 3Q earnings from robust IT cable & equipment trading, larger clients portfolio, launches high-speed fiber optic cables to meet bandwidth-intensive applications of AI. Comment: Quietly stacking revenue streams PR9 revamps health check-up unit, ER & respiratory clinic to improve services & accommodate larger traffic, estimate overseas marketing unit to expand fly-in patients & […]
Read More →ITD expects to win Bt18.7b 16.2km Chatuchot-Lamlukka expressway project from Expressway Authority (EXAT) on an upcoming official announcement today. Comment: Wait……isn’t ITD a bankrupt panther killer, how on earth could a government agency give this project to them? JPARK: CEO, Santipol jenwattanaphaisarn, sold big-lot 39.9m shares (9.97% of paid-up) @ Bt6.35 total Bt253.3m to local […]
Read More →Week 17/06 – 21/06 Financials FPT VN: recorded, in 5M2024, revenue of VND23,916 bn and PBT of VND4,313 bn (+20% YoY), completing 39% of revenue plan and 40% of profit plan. PNJ VN: estimated, in May, revenue of VND3,498 bn and PAT of VND136 bn. PNJ recorded, in 5M2024, revenue of VND19,547 bn and PAT […]
Read More →I’m still of the viewpoint that 2H>1H, which will break the usual trend that we’ve seen since Prayuth & friends came in. Far higher probability that the market is nearer to 1,500 than 1,200 from here. Why? Government spending is finallllllllllly back, and at 1.5x the speed due to the budget effectively doubling up => […]
Read More →Notable Transactions Buy(s) THB 790 mn Sell(s) THB 585 mn
Read More →AOT on reclamation of certain commercial areas (SAT-1 at SIA & Phuket) 1,588 sq.m. to improve facilities & increase passenger waiting areas following the suggestions of Skytrax with effective July 1, reclamation of areas might cause a decrease of Bt1.015m/month for office & state property rent for (FY24/25) and decrease of Bt74m & Bt19m per […]
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