Management Trades 03/07 – 07/07
Notable Transactions Buy(s) THB 58 mn Sell(s) THB 79 mn
Read More →Stocks in the news VN
Week 03/07 – 07/07 Company fmc.vn, hbc.vn, hah.vn, hvn.vn, kbc.vn, mbb.vn, nvl.vn, pet.vn, shb.vn, ssb.vn, vcb.vn, vcg.vn, vgc.vn, vhc.vn FMC VN: recorded, in 6M2023, sales of $86.7 mn (VND2,063 bn) (-20% YoY). In June, sales reached $18.6 mn (VND443 bn). Comment: Looks like it’s the baby version of VHC, which is the baby version of […]
Read More →Stocks in the news (ama, arip, bri, htc, jmt, super, tkc) 07.07.23
AMA adds 40 tank trucks to accommodate rising demand for petrol, biodiesel & veg oil transport, keeps 1.4m tons full year transport volume, 12-15% full year revenue growth target. Comment: That’s a increase of 25% of their existing truck fleet. ARIP sees Bt3b circulate from organizing Commart fair Jul 6-9, upbeats 2H outlook from strong […]
Read More →Stocks in the news (chayo, mint, phg, spali, true, xo) 06.07.23
CHAYO reported Bt5.33b NPL & NPA purchased in 1H, lifts bad debts to Bt88.3b under management, target Bt100b by end of year. Comment: The industry is still going to be a boom period for another 5 years, there is just too much bad debt out. CK expects full year construction backlog reaches record high above […]
Read More →Stocks in the news (ah, amr, ea, heng, human, lpn, rojna, scb, spali, tpch) 05.07.23
AH’s firm on record high revenue target this year, from Bt28.3b yoy, on higher orders, contributions from JV, and newly acquired 60% stake in Avee, a Malaysian auto part maker affiliated of Proton Group. Comment: Despite the odd venture into India, this company has performed incredibly well relative to its peers in Thailand over the […]
Read More →Stocks in the news (as, centel, crc, epg, nex, or, rs, siri, stark, tkt) 04.07.23
AS board approves purchase of 9.22% stake in Bitkup Online for Bt600m. Comment: Probably pushed by SABUY, buying bitkub at 20x PE…ok…and remember that SCBXXX offered thb 30-40 bn 2 years ago, found a whole lot of financial shenanigans and then walked away, so now bitkub is valued at thb 6bn…a steal!!!!!!!!! idiots.. CENTEL sees […]
Read More →Stocks in the news (brr, centel, rs, spvi) 03.07.23
BRR to cod wood pellets fuel for biomass power plant in 3Q, full quarter contribution in 4Q., sees sugar selling price remain strong in 2H from draught impact, Indonesia exports curbs. Comment: I wonder how long before the news refers to El Nino as a climate change event driven by “fossil fuels” and pollution and […]
Read More →Market Update 03/07
I’m going out on a limb and will say the worst is over for the SET Why?
Read More →Management Trades 26/06 – 30/06
Notable Transactions Buy(s) THB 681 mn Sell(s) THB 453 mn
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