Market research on Thai Stocks in the SET Index
The year is coming to close, in my mind there’s only 2 weeks left, at best, for any decent market volume and news. I do wonder about the perceived impact of Trump’s much written about policies…and that the USD will be strong for his 4 year term. But I’ll say this…Russian/Ukraine looks done…Red Sea noise […]
Read More →Notable Transactions Buy(s) THB 82 mn Sell(s) THB 70 mn
Read More →BEM reaffirms big jump 4Q supported by higher MRT riderships yoy, sees Oct traffic +7.2% yoy to 444k/trip/d from Book fair and cod-ed of One Bangkok mixed-use project on Oct 25, upcoming Red Cross Fair at Lumpini park Dec 11-22 & new year countdown are expected to increase traffic, recent fare hike on Jul 1 […]
Read More →ADVICE eyes 15-20% revenue growth target next year driven by cycle of PC upgrade, introductory phase of AI gadget, tailwind from mobile & solar installation business, mulls adding Apple store (iStudio by Advice) upcountry to 30 outlets at end of FY25 from 3 branches at end of 3Q. Comment: They’re going heavily with their PR…and […]
Read More →AOT: Malaysia based, Batik Air, cod daily direct flights btw BKK (DMK) – Johor Bahru, effective Dec 1. Comment: There’s more and more flights coming…still another +20-30% to reach the same # of flights as 2019. EA to issue up to 4.97b new shares to accommodate cash call via RO 3.73b shares at 1:1 at […]
Read More →CK announced buyback up to 130m shares (7.67% of paid-up) under Bt3b budget from Dec 2 till Jun 1, 2025. Comment: It’s been a while since there’s been a sharebuyback announcement by any listed co’s CPN allotted Bt1b to expand additional 20k sq.m. at Central Phuket Floresta for luxury brands as part of transformation to […]
Read More →The breadth of buying was tremendous…but nothing off the charts like the few sells seen. Notable Transactions Buy(s) THB 100 mn Sell(s) THB 1.28 bn
Read More →PTT and OR denied reports that they were charged by the DSI for money laundering and fraudulent activities based on accusation that GGC sold crude palm oil (B100) to OR at below Government’s min price, causing GGC huge financial loss several years ago, saying it was a BAU. Comment: This is a hilarious rumour… SKY […]
Read More →CRC plans to allocate higher marketing budget for equity and sustainable campaigns, shifting from price promotion, after latest initiative raised >Bt2.5m for Cardiac Children Foundation on TH. Comment: Can we drop the use of the word “sustainable”, what on earth is a sustainable marketing campaign? LEO sees solid 4Q on revenue recognitions from various new […]
Read More →AH’s board approved acquisition of the remaining 50% in venture auto part co., AAPICO Sodecia (TH) no exceeding Bt110m. MONO is under cash balance, cash upfront trade, from today Nov 27 until Dec 17, after jumping 22% yesterday. Comment: The story is that due to JAS winning the EPL rights, means that MONO is going […]
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