Week 04/03 – 08/03 Company cii.vn, dgw.vn, fpt.vn, gvr.vn, hsg.vn, kbc.vn, nab.vn, nvl.vn, vcg.vn, vtp.vn CII VN: registered to buy 5 mn shares to increase ownership at NBB. Expected transaction implementation time is from March 7th to April 5th, 2024. DGW VN: approved a short-term loan plan at TCB, maximum term of 4 months, total […]
Read More →BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]
Read More →AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]
Read More →BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]
Read More →ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →Earnings season is done. Want to know how it looked? Voila below As for the market…well…let’s see, dividend season is coming, I’m seeing several names with 6-10% yields that are interesting. Overall flow remains rubbish…and as superman mentioned to me…cookie munster (IVL) seems to have start selling, feels like Papa has come back to the […]
Read More →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 →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 →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 […]
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