WHTW Top 10: 08/07 – 12/07
Bonus 16 (there’s just too much goodness)
Read More →Author: Pon
Stocks in the news (bland, cpaxt, cpall, gfpt) 12.07.24
BLAND: anticipates traffic & occupancy rate at IMPACT exhibition center accelerate next year aft Pink line monorail extension completed in 2H25, mulls develop mixed-use project to boost growth. Comment: This muang thong property…it’s just impressive what’s being achieved….it’s just unimpressive how long it has taken. CPAXT: CPALL will buy CPAXT shares from shareholders who vote […]
Read More →Stocks in the news (itc, lanna, leo, smk, sti, top) 11.07.24
ITC reaffirms double digits revenue growth in 2Q supported by OEM pet food sales for private label clients, mulls revise up FY revenue growth from current 15% aft 2QW results. Comment: Function of base comp… LANNA sees mediocre 2Q as coal price shrink on seasonal, improved operation from ethanol unit to provide cushion. LEO signed […]
Read More →Stocks in the news (auct, erw, m, mint, synex) 10.07.24
AUCT sees positive earnings momentum carry thru 2H as finance institution purging repossessed vehicles before end of year, target FY vehicles traffic thru auction yard w/in 200k-250k units. Comment: Earnings is not going to be an issue for AUCT for the next 2 years. ERW to open talk with landlord, The Syndicate of Thai Hotels […]
Read More →Stocks in the news (aav, aot, chao, ichi, pttep, rml) 09.07.24
AAV expects record earnings from core operations this year as a surge in overseas visitors boosts seat demand and airfares, plans adding more flights to China and India, its major driver for growth. Comment: Record earnings? With a smaller fleet? Yes folks you read that right, they’re stuffing us into their old planes, running high […]
Read More →Stocks in the news (bcp, maguro, mint, shr) 08.07.24
BCP: SSO raised holding by 0.1418% to 15.0493% on Jul 2. MAGURO mulls adding 11 branches in 2H aft opened 3 outlets early this year, targets key cities to capture int’l travelers. Comment: Let’s see if MAGURO becomes a decent ZEN play part 2 MINT reported Bt8b sustainability-linked bonds, paying 3.24% & 3.5% on 5 […]
Read More →Market Update 08/07
La la la la… See the agri sector? Been highlighted in the group chat by someone…CPF/GFPT/TFG have moved well. Everything else still dead…jebus… Upcoming story…starting in October – a massive amount of liquidity will hit the Thai economy as the government spending starts. And now if this comes with the digital wallet….could it? would it? […]
Read More →Management Trades 01/07 – 05/07
Notable Transactions Buy(s) THB 257 mn Sell(s) THB 324 mn
Read More →WHTW Top 10: 01/07 – 05/07
Bonus 17!
Read More →Stocks in the news (bgrim, kkp, ksl, nyt, sawad, seafco, wha) 05.07.24
BGRIM acquires Australian-based wind farm developer, Nemaroo Bimbi Wind Farm (NBWF) to develop green field renewable project in North Queensland in AU, to capitalize on the city transitioning from fossils to renewables aft Queensland has announced an 80% renewable target by 2035. Comment: I hope to be proven wrong…by all this renewables and that it’s […]
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