AP reported July presale topped Bt5.5b, expects 2H turnaround from larger transfer schedule HoH, Bt42.6b backlog & Bt121b project available for sales (mostly low-rise) to support sales & transfer. CCET reported 2 new production plants in Mahachai & Petchburi province (Free Trade zone) scheduled to complete in 2H, expects big jump next year larger capacity […]

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Thaksin makes Thailand great again? No more political infighting? Combine that with interest rates being “cut” around several markets + strengthening thb + a low base as there is no more foreign selling pressure + earnings that looked decent YoY = easy run to 1,400?

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Week 12/08 – 16/08 Company: bic.vn, cii.vn, ctr.vn, fpt.vn, gex.vn, hbc.vn, pow.vn, ssb.vn, tnh.vn, BIC VN: recorded, in Q22024, revenue of VND1,124.79 bn (+26% YoY) and PAT of VND168.91 bn (+31% YoY). For 6M2024, BIC recorded revenue of VND2,109.03 bn (+25% YoY) and PAT of VND275.26 bn (+33% YoY), completing 59% of profit target. CII […]

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