WHTW Top 10: 06/11 – 10/11
Bonus 5:
Read More →Author: Pon
Stocks in the news (cococo, mint, tkn, tpipp) 10.11.23
COCOCO reassures 30% full year revenue growth target driven by large customer base in 90 countries, vast coconut products coverage from canned coconut milk, juice, snacks & ready-meal under Thaicoco & Cocoburi brands, upside from pet-food, plant-base food and plant-based butter. Comment: One question still in the back of my mind is, what is the […]
Read More →Stocks in the news (ap, cpn, crc, eastw, gpsc, scm, whaup) 09.11.23
AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11. Comment: The decent listed players are doing far better than most […]
Read More →Stocks in the news (aai, gulf) 08.11.23
AAI upbeats 2H outlook from lower tuna & wider margin from improved product mix & lower SG&A, in talk 2 department stores in the US to supply private label pet food, expects to wrap up by end of year, eyes 15% FY24 revenue growth target. Comment: Well, let’s see when the 3Q figures are out […]
Read More →Stocks in the news (advanc, kbank, scb, plus, psl, safe, tkn, xo) 07.11.23
NBTC board is likely to approve ADVANC’s proposal to takeover TTTBB on Nov 10, Tabloid. ADVANC’s launching 2 services 5G boost mode, offering network on demand, full speed of 5G for 3hours, target livestream & gamer, will debut Microsoft Team Phone early December. Comment: So GULF I mean, *someone*, has decided to raise a kerfuffle […]
Read More →Stocks in the news (egco, ner, shr) 06.11.23
EGCO sets Bt30b capex for oversea expansion next year, target to add 1,000MW. NER sees strong 3Q from higher orders, on track to meet Bt30b sales target this year. Comment: Still an oddly “cheap” rubber player. SHR: cod 80 villas resort, SO/Maldives, 3rd property on the island. Comment: I call this the best recovery play […]
Read More →Market Update 06/11
It’s on for the next few months. THB peaked for the year, rhymes a fair bit w/ 2022. Banks are minting it due to higher rates – have you tried to refinance or reup your home loan recently? Rates are “high” relative to the past decade. And deposit rates are nowhere to be seen.
Read More →Management Trades 30/10 – 03/11
Notable Transactions It’s earnings season – no real action Buy(s) THB 22 mn Sell(s) THB 3.7 mn
Read More →Stocks in the news VN
Week 30/10 – 03/11 Country News: Company News bcm.vn, bmp.vn, kbc.vn, kdh.vn, nvl.vn, tcb.vn BCM VN: approved capital contribution to increase charter capital for Vietnam – Singapore Industrial Park Joint Venture Company Limited (VSIP). Specifically, VSIP’s charter capital will be increased by VND1,056 bn, of which BCM will contribute more than VND517 bn. BMP VN: […]
Read More →WHTW Top 10: 30/10 – 03/11
Bonus 10 as there’s just too much good stuff:
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