Author: Pon
Stocks in the news (ah, delta, demco, htc, ksl, rml, scb, vibha, winmed) 16.06.23
AH expects to register another record high revenue this year above Bt32b, +15% yoy driven by new parts orders for global market models from auto makers, backlog from existing clients, OEM sales & EV chassis assembly for 2 models for Vinfast, improve operation from subsidiary in Portugal, in talk BYD to secure EV parts orders. […]
Read More →Stocks in the news (bcg, gpsc, pcc, solar, scb, stark, toa, wice) 15.06.23
BGC reaffirms 10% full year revenue growth target supported by strong demand bottles & label on improved tourism, lower energy costs yoy, expects positive momentum carry thru high season in 4Q. Comment: Ah, if the liberalisation of the alcohol industry goes ahead, how hurt would BGC’s growth prospects be? Or will they be able to […]
Read More →Stocks in the news (asian, auct, ba, bafs, cpn, crc, gunkul, nyt, sc) 14.06.23
ASIAN: local fund, KSAM, cuts holding by 0.0399% to 4.9908% on Jun 12. Comment: Taking advantage of the price recovery and/or doubting the potential upside should the industry recover? AUCT reaffirms solid 2Q from robust traffic thru auction yards on surging repossessed vehicles from financial institution, expects positive momentum continue in 2H. Comment: They are […]
Read More →Stocks in the news (ap, bts, btsgif, cpf, ktc, leo, sappe, stark, tkh, zen) 13.06.23
AP sees Apr-May presales at Bt7.8b, lifts 5M presales to Bt18b, account for 32% of Bt58b full year target +15% yoy. BTS is optimistic on getting Bt20b overdue payment from BMA after BKK Governor prepares to seek approval from board in early Jul. Comment: It is legally owned to BTS…the BMA has to pay up. […]
Read More →Stocks in the news (aot, asian, bcpg, ditto, pcc, ptt) 12.06.23
AOT: new satellite terminal at SIA (SAT-1), 216k sq.m with 28 aircraft parking bays will be launched in a soft opening in Sept. ASIAN: anticipates 2H turnaround from ease pressure on excess inventory situation from trading partners, lower freight rate and raw material costs on pet food & frozen food production, higher THB revenue from […]
Read More →Market Update 12/06
Look, it’s driven on DELTA, GULF and noise that’s it for the SET. It’s proven now here by the most trustworthy source on the internet, me, => Prayuth’s Performance Have you noticed that that the F&B players are moving well? SAPPE and SNNP are well-known, if the dogs that are ICHI and TKN seem to […]
Read More →Management Trades 05/06 – 09/06
Notable Transactions Buy(s) THB 111 mn Sell(s) THB 84 mn
Read More →Stocks in the news VN
Week 05/06 – 09/06 Company anv.vn, bcg.vn, bcm.vn, bwe.vn, fmc.vn, hdb.vn, kdc.vn, kdh.vn, mbb.vn, tcb.vn, vcb.vn, vnd.vn ANV VN: plans to issue more than 133 mn shares to existing shareholders, equivalent to 100% of outstanding shares. The right exercise ratio is 1:1. BCG VN: announced to sell more than 21 mn shares out of a […]
Read More →WHTW Top 10: 05/06 – 09/06
Note: Just needed this +1 🙂
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