Management Trades 13/03 – 17/03
Notable Transactions Buy(s) THB 724 mn Sell(s) THB 474 mn
Read More →Author: Pon
FY22 Breakdown, ouch!
Just look at the dumps taken by several plc’s in the 4Q22… Here are the highlights: Italicised copied n pasted from a broker report.
Read More →Stocks in the news VN
Week 13/03 – 17/03 bwe.vn, cii.vn, nvl.vn, phr.vn, qns.vn, ree.vn, stk.vn, vhc.vn, vib.vn, vic.vn, vpb.vn Company BWE VN: agreed to invest in and buy shares of Long An Water Supply and Sewerage Joint Stock Company. The number of shares to be purchased corresponds to the ownership rate of 20 – 100% of the voting shares […]
Read More →Stocks in the news (age, aura, ekh, nrf, thg, spali, zen) 17.03.23
AGE upbeats outlook from improved revenue mixed after diversify from coal trading business to logistic and agricultural trade, mulls expand coal sales in VN & Cambodia to meet demand, branch out from coal logistic to other goods such as cement, biomass fuel & agricultural products to utilize existing resources, provide new source of revenue. Comment: […]
Read More →Stocks in the news (ah, bts, bcp, esso, kbank, mfec, planb, ptt, smd, tvdh) 16.03.23
AH targets 10-15% FY23 revenue growth, margin within 10-12% range driven by parts sales on both domestic & overseas, new orders from EV manufacturing relocations, sets Bt1b capex for plant upgrade & maintenance. BTS is confident Yellow and Pink lines will start commercial operation this year, adding Bt2b revenue. Comment: The political mudslinging here has […]
Read More →Stocks in the news (asian, bgrim, gfpt, gunkul, iig, prtr, sithai, shr, tkc, wha) 15.03.23
ASIAN mulls expand OEM pet food from private label segment & increase awareness of its own 3 brands (Monchou, Hajiko & Pro) to expand market share & mitigate risk from US slowdown on frozen seafoods & VAP, lower purchasing power in EU. Comment: Let’s see how the names in this industry play out over the […]
Read More →Stocks in the news (awc, bpcg, bec, bts, crc, ekh, ep, esso, gtb, iktc, hmpro, prapat) 14.03.23
AWC inked deal Zhejiang China Commodities City Group (CCC Group) to expand wholesales AEC trade center, solution service center for EXIM operators & ecommerce merchants, bulk purchase, group purchase & multi level procurement. Comment: Well there you go, they are happy for Thailand to be a net importer from China. This is going to kill […]
Read More →Stocks in the news (ba, bts, ck, intuch, jubile, gpsc, nrf, pttgc, sky, thbev, tu) 13.03.23
BA upbeats 1Q earnings from strong passenger traffic, mulls purging obsolete aircrafts to 26-28 from 35 eo-FY22 to improve efficiency, target FY cabin factor >73-74%, 4.4m FY passenger target. Comment: Price over volume… National Anti-Corruption Commission has filed charges against Keeree Kanjanapas, major shareholders of BTS Group, and Sukhumpan Boripat, former BKK governor, on graft […]
Read More →Market Update 13/03
Ouch ouch ouch, nothing good happening in the market unless its tourism related…or DELTA…market is -4% for the year in thb, close to -7% in usd terms. So, when pre-election rally news? Brokers started it a month ago before being hit by the sell off in global markets… FY 22 earnings were, AWFUL, for the […]
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