WHTW Top 10: 27/11 – 01/12
Bonus 9 (because this country is just such a mess at the moment there’s so much news available)
Read More →Stocks in the news (amata, aot, cpaxt) 30.11.23
AMATA maintains 200 acres industrial land sales in 4Q23F, keeps 680 acres FY target, Bt10.6bn backlog and highlight that it expects more FDI in Thailand and Vietnam to drive earnings next year. Comment: Compared to WHA they’re still rubbish…but they’ll naturally benefit from the incoming FDI into Thailand. AOT’s president urges Ministry of Finance and […]
Read More →Stocks in the news (bgc, cpn, leo, ptg, pylon, sabina, shr, tta) 29.11.23
BGC in talk JV packaging partner, seeks to branch out from glass containers, plastic packaging and label to other types of packaging, finalize deal by end of Feb. CPN cods 93k sq.m. mall project, Central Westville Ratchapruek. Comment: The retail cookie munssster LEO’s board approved US$1m investment in LogiCam to expand shipping business between Thailand […]
Read More →Stocks in the news (aot, cpaxt, cpf, prm, tqm, ttb) 28.11.23
AOT said flight schedule at 6 of its airports during winter rose 20.32%, sees continued growth in Chinese arrivals to 16% of overall next year from 12.9% current, while it’s normal to see Chinese carriers returning flight slots in Nov 23 – Mar 24, while Bt30/pax rise in PSC should bring in additional Bt3.6b rev […]
Read More →Stocks in the news (aot, ccet, gunkul, delta, ori, siri) 27.11.23
AOT’s Chiangmai airport reports 47% of flights, 77 domestic and 24 overseas, during Nov 27-28 Loy Krathong, has been cancelled, due to safety concerns, related to flying of lanterns and balloons during the Loy Krathong festival. AOT: Air India confirmed new service flying direct from Delhi to Phuket starting Dec 15,23. Comment: Incredible Indiaaaaaa. Thailand […]
Read More →Market Update 27/11
Liquidity in the market has dropped by some -20-30% since the news of the naked short selling hit the market. So…that’s a good rough guesstimate of how much impact those funds had on the Thai market. Thailand continues to be a dog of a performer with the index still -16% for the year, but could […]
Read More →Management Trades 20/11 – 24/11
Notable Transactions Buy(s) THB 190 mn Sell(s) THB 368 mn
Read More →Stocks in the news VN
Week 20/11 – 24/11 baf.vn, bsr.vn, kdc.vn, pnj.vn, vhm.vn, vic.vn Company BAF VN: has approved a plan to issue more than 68.4 mn shares via private placement to existing shareholders at a price of VND10,000 per share. BAF VN: was approved to list a bond batch (BAFH2225002) of VND300 bn. Comment: So more equity…again…but this […]
Read More →Stocks in the news (aav, asian, bcp, ktb, lh, or) 24.11.23
AAV: boost domestic flights from 87 to 105/d to accommodate travel demand on holiday season. Comment: This will go some way to alleviating high domestic ticket prices, and the scale increase should help AAV. ASIAN: cuts full year revenue target to Bt9.7b -14% yoy, weak topline on sluggish frozen food sales outweigh improve tuna export […]
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