Stocks in the news (aav, amata, ckp, egco) 26.03.25
AAV will add 3 direct routes from BKK (SIA) from Jul 1 to Narathiwat south bordering Malaysia, Surat Thani (mainland port town depart for Samui Island) and Buriram.
AMATA sets FY25 industrial land sales target at 3500 rai or 1,400 acres, +15% yoy, 50% out of 8,400 acres backlog scheduled to transfer this year, ensuring earnings visibility, plans to clear debt by eo-FY26 to improve profitability, Infoquest.
Comment: Now the question is what is the rate of change in 2025?
CKP anticipates higher 1Q yoy supported by higher flow rate at Nam Ngym 2 & Xayaburi hydro pp compare to last year, sets Bt4.6b FY25 capex (Bt500m for 3 solar project & Bt4.1b for Luang Prabang hydro power plant project), expects earnings improve on rate cut cycle on lower interest exp.
EGCO secured a 15 years PPA for its 400mw Quezon power with retail energy supplier in Philippines.
ADVANC, BDMS CPALL, CPN, CRC, HMPRO, AOT, MTC and GLOBAL are expected to be top target for window dressing at end of 1Q after SET plunged 15% ytd, Kaohoon.
Comment: HAHAHAHAHAHAHAHAHAHA.