Management Trades 07/10 – 11/10
Notable Transactions Buy(s) THB 70 mn Sell(s) THB
Read More →Month: October 2024
Stocks in the news VN
Week 07/10 – 11/10 baf.vn, kbc.vn, ft.vn, nlg.vn, pnj.vn, ppc.vn, tcb.vn , vic.vn, vjc.vn, Corporate BAF VN: BAF wants to issue 65 mn individual shares to professional securities investors at a price much lower than the current market price. The offering price is VND15,500/share, 30% lower than the close price on October 8 of VND22,200/share […]
Read More →Stocks in the news (banpu, bgrim, proen, hmpro, sawad, siri, spvi, top) 11.10.24
BANPU teams up with APAC Sustainable & Decarbonization Infra Equity Fund sponsored by Aravest & SMBC Group to jointly fund $145m investment in Amp Co, a JPN renewable solution firm, to develop solar & wind project combined 800 mw in JPN. BGRIM mulls expand proportion of direct PPA in port, expects robust demand growth for […]
Read More →Stocks in the news (ani, bch, bjc, ccet, estar, master, ncl) 10.10.24
ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →Stocks in the news (aot, bem, caz, centel, dusit, cpn, nwr, ori, sprc, true) 09.10.24
AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19. BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One […]
Read More →Stocks in the news (egco, or, orn, proen, tatg, tfg) 08.10.24
EGCO submitted bidding for renewable PPA with ERC combined 2,180mw. Comment: What will EGCO win vs GULF? OR teams up PTTGC to joint expand sustainable aviation fuel (SAF) to enhance entire value chain from refinery to retail fuels, out on sale by 1Q25. ORN says 2 of ongoing condos project in Chiang mai (The Astra […]
Read More →Stocks in the news (bam, bch, dohome, erw, itd, itel, samtel, sccc, futurert) 07.10.24
BAM: ARI-AMC, a venture company between Government Saving Bank & BAM will buy first lot of distressed assets in 4Q, target unsecured loan at 1st phase, 2nd jv with KBANK is under way, expects to get license from BOT by end of year. Comment: This is going to be a multi-year process, it makes zero […]
Read More →Market Update 07/10
The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]
Read More →Management Trades 30/09 – 04/09
Notable Transactions Buy(s) THB 141 mn Sell(s) THB 122 mn
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