Market research on Thai Stocks in the SET Index
What? TC looking @ bonds? Yes, for $hits and giggles…given that there’s been a lot of noise about companies being unable to rollover/payback their bonds, well it’s probably prudent to be paying attention to this section of Thailand’s capital markets. And as I like to laugh that MQDC is the next STARK/JKN to be unable […]
Read More →BCPG’s sold all 116.96MW solar PP in JP, to book Bt3b gain in 1Q24, eyes investment in the US for higher return, target 4X capacity expansion to 1,900MW by 2025. Comment: The Japanese government is not expanding solar power projects…that era is over. CHO sees stronger 4Q yoy on higher orders, boosting backlog to Bt988m, […]
Read More →Notable Transactions Buy(s) THB 172 mn Sell(s) THB 43 mn
Read More →Week 11/12 – 15/12 ctr.vn, eib.vn, fpt.vn, hcm.vn, hhv.vn, hvn.vn, nvl.vn, pvd.vn, pow.vn, tpb.vn, vib.vn, vnm.vn Company CTR VN: recorded, in November, net revenue of VND1,122 bn (+37% YoY) and PBT of VND62.1 bn (+19% YoY). For 11M2023, net revenue reached VND10,364 bn and PBT was VND595 bn (+21% and +16% respectively YoY), achieving 97% […]
Read More →ANI sets 25-30% rev growth target next year on higher airlines partners to cover Europe, with supports from shareholders, III and SKY, while SJWD mulls taking a majority stake. Comment: I do like the business here, it was the main value driver for III. ASW revised FY23 launch plan to 15 project worth Bt 30.26b […]
Read More →AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]
Read More →ADVANC completed successful testing of 5G standalone (5G SA) roaming with Deutsche Telekom Global Carrier & T-Mobile, completing 5G SA roaming btw the US and Switzerland and the US and Thailand. ARIN: local fund, KKPAM, purged entire holding 21.6666% on Dec 8. Comment: News appears to be misleading here, it’s most likely a transfer from […]
Read More →MASTER sets Bt1.2b capex for 6 investment projects, aiming to become #1 in specialized healthcare service, for gradual revenue recognition from early next year. Comment: So at one point we are going to have to look at this company as a what? A specialised healthcare and aesthetics company? MEGA eyes 5-10% FY24 sales growth target […]
Read More →Notable Transactions Buy(s) THB 99 mn Sell(s) THB 58 mn
Read More →Week 04/12 – 08/12 ctd.vn, dxg.vn, hah.vn, hdb.vn, msn.vn, mwg.vn, fpt.vn, sab.vn, tng.vn, vhc.vn, vgc.vn, vjc.vn Company CTD VN: announced a resolution approving the policy of acquiring 100% capital of a company operating in the mechanical and electrical field. DXG VN: will finalize the list of shareholders to offer nearly 102 mn shares on December […]
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