Management Trades 26/02 – 01/03
Earnings season is done, and management/directors are going wet & wild with their buying (or dumping…) Notable Transactions Buy(s) THB 90mn Sell(s) THB 35.3 mn
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Random thoughts: Commodity cycle investing, Thai earnings co notes
On the road for 4 of 5 weeks – great time for random thoughts and notes… Commodity cycle for dummies Owned the commodity names from 2020-2023, then own the capex beneficiaries of the commodity names from 2024-2027, then own the names that benefit from the decline of commodity prices as supply hits the globe, 2028-2035, […]
Read More →Stocks in the news VN
Week 26/02 – 01/03 CORPORATE NEWS – ctg.vn, gvr.vn, kdh.vn, hax.vn, hcm.vn, mwg.vn, nvl.vn, pvt.vn, szc.vn, vic.vn CTG VN: wants to retain more than VND16,400 bn in profit in 2022 to pay dividends in shares. Comment: ………….. someone has to do an exercise to see how many shares have been issued by vietnamese companies as […]
Read More →Stocks in the news (erw, gpsc, gunkul, onee, ner, ptt, rabbit) 01.03.24
ERW firms on plan to open 14 Hop Inn budget hotels in Thailand, Philippine & Japan this year, to upgrade mid-scale & luxury hotel group to improve room rate, target 5% RevPar growth this year. Comment: It’s genuinely remarkable how consistent this group has been. But let’s see still plenty of time to f things […]
Read More →Stocks in the news (hana, jmart, mint, noble, scb, snnp) 29.02.24
HANA set up a 49:51 JV with PTT, to study a possible investment in smart electronics industry. JMART reaffirms solid 1Q driven by strong mobile sales supported by new launched Samsung AI S24 Ultra, higher contribution from subsidiaries (JMT & Tee Noi hot pot) to boost earnings. Comment: Market just has no love for JMART […]
Read More →Stocks in the news (aot, com7, cpaxt, ichi, mgi, spali, tk, ttcl) 28.02.24
AOT: HK Express will launch new route from HK to BKK (DMK) effective Apr 25 in addition to flights to BKK (SIA), Phuket, & Chiang Mai. Comment: Don’t discount the upside…the numbers are just going to continue astounding and I’m feeling rather certain that Thailand will hit another infra bottleneck within the next decade for […]
Read More →Stocks in the news (aav, aot, ea, lpn, jasif, mint, or) 27.02.24
AAV’s upbeat FY24 outlook from higher traffic from international route on visa free policy, new routes to Shianghai, Kaohsiung & Okinawa, target 20% FY revenue growth, cabin factor within 90% range, 20-21m FY passenger target. Comment: It’s going to continue getting better. The only q for AAV is how much of the increased costs can […]
Read More →Management Trades 19/02 – 23/03
Notable Transaction Buy(s) Sell(s)
Read More →Stocks in the news (centel, epg, ktc, leo, lph, itd) 23.02.24
CENTEL sees 16% growth in bookings in 1Q at 77% OCC, solid momentum boosted by Goverment’s Maha Songkran Festival in April. Comment: Tourism is going to continue going to the moon. You don’t realise that Thailand is the future Chinindian capital of the world EPG sees solid 4Q24 (ending Mar 24) on higher sales in […]
Read More →Stocks in the news (jas, sabina) 22.02.24
JAS may propose buyback at AGM in March after omitted dividend payment despite sitting on Bt9b cash from disposal of TTTB, Kaohoon. Comment: No…he should give me the $ and I’ll 3x it on $hitcoins….kaohoon would report this… SABINA: local fund, BBLAM, cuts holding by 0.1143% to 9.9858% on Feb 20.
Read More →