Management Trades 17/06 – 21/06
Notable Transactions Buy(s) THB 790 mn Sell(s) THB 585 mn
Read More →Stocks in the news (aot, bgrim, itel, princ, stec) 24.06.24
AOT on reclamation of certain commercial areas (SAT-1 at SIA & Phuket) 1,588 sq.m. to improve facilities & increase passenger waiting areas following the suggestions of Skytrax with effective July 1, reclamation of areas might cause a decrease of Bt1.015m/month for office & state property rent for (FY24/25) and decrease of Bt74m & Bt19m per […]
Read More →WHTW Top 10: 17/06 – 21/06
Bonus 3:
Read More →Stocks in the news (chg, dmt, gpsc) 21.06.24
CHG mulls adding 70 IPD beds in 2H to accommodate surged traffic from international patients & larger SSO patients quota yoy, expects positive earnings momentum carry thru 2H on seasonal, narrower loss from newly opened hospitals & absence of provision related to Covid, firms on 15% FY revenue growth target. Transport ministry told Highway Dept […]
Read More →Stocks in the news (bcp, bem, top, siri) 20.06.24
BCP expects earnings bottoming out in 2Q from 27 days maintain shut down at Prakanong refinery & 5 weeks at Statfjord O&G EP field, anticipates 3Q recover from higher output & improved crude oil processing rate per day. Comment: And it’s being added back to the big boy index. BEM: transport minister mulls extending toll […]
Read More →Stocks in the news (ally, cpf, hana, tkn, sabuy, scgd) 19.06.24
ALLY reaffirms 2Q turnaround from eased interest burden after re-payment, contribution from new asset on board, Happy Avenue, small sized community mall Donmuang district. CPF could see flagging sales at its China pork biz on China’s anti-dumping probe on imports from EU, with any gains probably minuscule. CPF’s livestock sales from China -36% yoy, account […]
Read More →Stocks in the news (advanc, bkih, bki, cococo, ori, thcom) 18.06.24
ADVANC signed GULF 1 to produce electricity from solar (off-grid project) at 20 base stations, target completion by end of year, aims to expand coverage in remote area & save electricity cost. Comment: I thought ADVANC needs a higher EBITDA to pay divvy’s to GULF to fund all the power projects it won. BKIH: BKI […]
Read More →Stocks in the news (a5, awc, ba, jpark, ptt, seafco, stpi) 17.06.24
A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
Read More →Market Update 17/06
I mean, look at how $hit that is. Outside of a crisis period….I think this is one of the rare times that I’ve SET near 1x BV.
Read More →Management Trades 10/6 – 14/6
Notable Transactions Buy(s) THB 582 mn Sell(s) THB 133 mn
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