Author: Pon
Stocks in the news (com7, erw, iii, mtc, tasco, tfg) 24.02.23
COM7 sets 15% revenue growth target this year, 200 new branches, expanding retail business and pet shops, starting in March with 10-20 branches p.a. ERW sees 80% rise in bookings, with booming tourism and domestic travel subsidy to boost revenue growth this year to 45% with >40% OCC growth to 75-80%, sets Bt1.6b capex for […]
Read More →Stocks in the news (aot, chase, epg, tfg, true, dtac, truee) 23.02.23
AOT: LCC, Nok air, adds Bkk-Hyderabad route, offering 3 weekly flights from Feb 21, steps up to 4 from Mar 26, sees strong demand from Indian travelers. Comment: Yes that’s right Thailand is going to be the destination between China and Indian, it’ll overtake Malaysia as the Chindian capital CHASE: Ton Poh Fund raised holding […]
Read More →Stocks in the news (ask, banpu, bay, or, ready, true, dtac) 22.02.23
ASK upbeats FY23 outlook on surging demand for credit for commercial vehicles, expects wider NIM this year after expand auto title loan portfolio which command higher yield than HP. Comment: And their NPL’s and provisions have increased as well. But regardless they raised capital and they’re going to keep growing despite this. BANPU raised holding […]
Read More →Stocks in the news (chase, kex, leo, makro, ptg, pttgc, sabina) 21.02.23
CHASE: distressed assets management, a subsidiary of RS, Chase Asia, debut IPO 562m shares at Bt2.9 apiece, ASP, KSEC, UOBKH & Yuanta joint leads. Comment: According to my friends in the industry, this is a POS. Put together by RS and friends just to IPO a few years ago. They haven’t been seen at any […]
Read More →Stocks in the news (bcpg, jmart, ner, prapat, scb, snc) 20.02.23
BCPG’s board approved US$ 115m investment in 150.98mw combined cycle gas power plants in Ohio, US. JMART said its 9.2% strategic stake in BKD is to create synergy, as its group has >10K units of pre-owned houses and needs BKD’s expertise to renovate, before selling them. Comment: And they’re still going around the country building […]
Read More →Market Update 20/02
In 1 month the THB has dropped -5% versus the USD. And we’re coming to the end of earnings season, which has been a rather fun period – summary will be up in 2 weeks when it’s all done and dusted. Note that this year it’s going to be a boom time for IPOs in […]
Read More →Management Trades 13/02 – 17/02
Notable TransactionsBuy(s) THB 411 mn Sell(s) THB 1.5 bn
Read More →Stocks in the news VN (13/02)
Week 13/02 – 17/02 bcg.vn, bwe.vn, dgw.vn, kdc.vn, hax.vn, hvn.vn, msn.vn, nvl.vn, pc1.vn, pow.vn, stb.vn, vhc.vn, Company BCG VN: adjusted the plan to use VND2,667 bn in which BCG will cut off all the additional capital poured into AAA Insurance and use the money to lend to real estate companies. Comment: Capital allocation in VN […]
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