Author: Pon

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Stocks in the news VN

Week 20/05 – 24/05 acb.vn, acv.vn, bcm.vn, bid.vn, cii.vn, dcm.vn, hbc.vn, idc.vn, lpb.vn, nlg.vn, nvl.vn Company ACB VN: June 3rd is the last registration day to receive 2023 cash dividends at the rate of 10% and stock dividends at the rate of 15%. ACB plans to pay cash dividends on June 13th. ACV VN: invested […]

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Stocks in the news (cpn, or, tta, warrix) 24.05.24

CPN expects to attract tremendous amount of traffic to its shopping malls during Thailand’s Pride Celebration 2024 which it hosts in June, as data from TAT shows this segment spends 40% more than avg tourists in general with preferences for luxurious lifestyles. OR sees solid 2Q from tourism, Bt0.70-Bt1.2/liter marketing margin, $80-85/bbl, sets Bt23b capex […]

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Stocks in the news (bland, ditto, samart, sappe, wha) 23.05.24

BLAND wants to develop Muang Thong Thani as a smart city district, with plans to build a new seafood and fruit centre offering goods at affordable price to attract tourists to Nonthaburi, banking on the Pink Line monorail service that is scheduled to start running there next year. Comment: It’s been a multi decade play […]

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Stocks in the news TH

Week 06/05 – 10/05 This is a catch up post from 2 weeks, ago, 4 corporate news items caught my eye… ADVANC sets 13-15% revenue growth target this year, takeover of 3BB to help doubling its broadband revenue, data business venture with GULF to COD 1Q25, but sees slower 2Q23 on seasonal. Comment: The new […]

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Stock in the news (awc, civil, cpaxt, floyd, leo, maguro, pstc, sc) 21.05.24

AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project. CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year. Comment: That’s a decent […]

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Stocks in the news (bgrim, cpw, gulf, ori, pcc, scb, tkn) 20.05.24

BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]

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Market Update 20/05

I just had a quick look through all the markets in ASEAN. Thailand is the only market that is below the end of 2019 levels. I’ll say it now, it’s going to beat Vietnam & Singapore in USD terms from end of April onwards. I’m not saying that Thailand is in sound economic shape. But…Gov […]

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