BCP expects earnings bottoming out in 2Q from 27 days maintain shut down at Prakanong refinery & 5 weeks at Statfjord O&G EP field, anticipates 3Q recover from higher output & improved crude oil processing rate per day. Comment: And it’s being added back to the big boy index. BEM: transport minister mulls extending toll […]
Read More →ALLY reaffirms 2Q turnaround from eased interest burden after re-payment, contribution from new asset on board, Happy Avenue, small sized community mall Donmuang district. CPF could see flagging sales at its China pork biz on China’s anti-dumping probe on imports from EU, with any gains probably minuscule. CPF’s livestock sales from China -36% yoy, account […]
Read More →ADVANC signed GULF 1 to produce electricity from solar (off-grid project) at 20 base stations, target completion by end of year, aims to expand coverage in remote area & save electricity cost. Comment: I thought ADVANC needs a higher EBITDA to pay divvy’s to GULF to fund all the power projects it won. BKIH: BKI […]
Read More →A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
Read More →I mean, look at how $hit that is. Outside of a crisis period….I think this is one of the rare times that I’ve SET near 1x BV.
Read More →Notable Transactions Buy(s) THB 582 mn Sell(s) THB 133 mn
Read More →Week 10/06 – 14/06 Company bid.vn, csv.vn, ctr.vn, dbc.vn, kbc.vn, hdb.vn, hvn.vn, mwg.vn, pow.vn, tcm.vn, vib.vn, vic.vn, vhc.vn BID VN: plans to sell a batch of bonds with a total value of VND 3,741 bn as of April 15 issued by HAGL, the starting price will be equal to the bond value with interest at […]
Read More →Bonus 10:
Read More →BA mulls adding >20 new planes, including A220 and B737 MAX7, taking total to >30 by 2029, preparing for rises in Samui traffic from 50 to 73 flights, with Bt1,500m capex to upgrade Samui airport. Comment: Are they getting these deathtraps for free? BJC-TIDLOR-ITC are among top candidate to be added in SET50 for 2H24 […]
Read More →BAM sees 2Q turnaround on improved cash collection, eased jitter on NPA sales aft resolved loan rejection issue from fin institution, jv distressed assets management with Government Saving Bank (GSB) supported earnings. Comment: When the government starts spending => the banks will start lending => these names will take off again. EPG sets Bt466m capex […]
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