Tag: 360: Thailand
Stocks in the news (ap, awc, bsrc, ck, com7, scb, sorkon, tse) 28.02.25
AP targets 12% FY25 revenue growth to Bt52.9b, supported by Bt41.62b outstanding backlog, 4 condos worth Bt10.4b (75-80% sold) scheduled to complete this year fuel earnings, sets FY25 launch plan at 42 residential projects total Bt65b (15 SDH, 18 townhome & 6 condos), pays Bt0.6 dps XD May 7. AWC plans to double its assets […]
Read More →Stocks in the news (cpall, ktc, ip, samtel) 27.02.25
CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate. Comment: That led to a pump yesterday… KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain […]
Read More →Stocks in the news (com7, gulf, moshi, mtc, ner, sav) 26.02.25
COM7 acquires EV rental & leasing operator, EV7, for Bt40m. Comment: Well…ok. GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3. Comment: la la la – remember what this means is that MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, […]
Read More →Stocks in the news (ivl, sricha) 25.02.25
IVL to buy 24.9% stake in India-based PE packaging solutions, EPL, for INR 19.08b (Bt7.44b), sees benefits from expertise in PE laminates tube used in oral, beauty & pharma, plus mkt exposures spanning in 11 countries, transaction will be fin thru internal cash flow. Comment: Cookie munster trying to get back into the game? SRICHA […]
Read More →Interview: Beryl 8 (BE8)
Driving Digital Transformation: BE8’s Journey to Industry Leadership CEO Apisek Tewinpagti shares how BE8 became Thailand’s digital transformation leader through innovation, strategic growth, and a customer-centric approach. Since its founding, Beryl 8 Plus Public Company Limited (BE8) has grown from a niche CRM provider into a powerhouse in digital transformation. Under the leadership of CEO […]
Read More →Stocks in the news (advanc, dmt, ptt, true) 24.02.25
ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →Management Trades 17/02 – 21/02
Notable Transactions Companies are still in silent period mode as earnings season is still ongoing… Buy(s) THB 29mn Sell(s) THB 0.1 mn
Read More →Stocks in the news (bcp, sc, snnp) 21.02.25
BCP board approves plan to tender for the remaining 631.859m share of BSRC via share swap, 6.5 to 1 new BCP share, before delisting. From yesterday closing price at Bt4.94 and Bt36.5 for BSRC and BCP, the former looks cheap. Comment: Well that’s interesting…. SC to rebrand and diversify into non-property business next year, as […]
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