Author: Pon
Stocks in the news (bbl, bem, kbank, mint, mitsib, tpch, winmed) 27.01.23
BBL raises prime lending rates by 15-20bps, savings by 5-25bps from today, its minimum lending rate now at 6.45% and savings will be 0.5%, becomes the 1st to hike after BOT’s on Wednesday. Comment: Just look at that spread, remember the news article where the bankers said they wouldn’t increase rates. BEM mulls revising up […]
Read More →Stocks in the news (awc, bdms, ci, ilink, jkn, kce, mtc, scc, sithai) 26.01.23
AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →Stocks in the news (atp30, bgrim, brr, jmt, kbank, jubile, master, mvp, sabuy, scgp, takuni, thg, true) 25.01.23
ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]
Read More →Stocks in the news (biotec, centel, rbf, sabina, sisb, snnp, spa, uv) 24.01.23
BIOTEC signed MOU Beijing Super Power New Energy Tech Development (BJGSP) to invest in solid state battery to fill demand for energy storage for solar farm & household users. Comment: I have zero faith in anything a Thai company invests into in China. (exclu MINT with the food business) CENTEL may see positive surprise hotel […]
Read More →Stocks in the news (aot, human, leo, pimo, stark, super, svt) 23.01.23
AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase. Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months. HUMAN is […]
Read More →Market Update 23/01
Car leasing co’s moving? Hotels continuing to remain buoyant? Flights looking full? What is this recession rubbish that we keep reading about in the news. I only have my eye on a potential mourning period being announced next month.
Read More →Management Trades 16/01 – 20/01
Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
Read More →Stocks in the news VN
Week 16/01 – 19/01 acb.vn, ctd.vn, eib.vn, fmc.vn, fpt.vn, hax.vn, hbc.vn, hdc.vn, hdc.vn, ht1.vn, mig.vn, pdr.vn, pow.vn, pvs.vn, scs.vn, vci.vn, vib.vn Company News ACB VN: The State Securities Commission (SSC) has issued a sanctioning decision against the ACB for not reporting on the expected ACB stock trading. The fine imposed by the SSC is VND3 […]
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