Management Trades 17/06 – 21/06
Notable Transactions Buy(s) THB 790 mn Sell(s) THB 585 mn
Read More →Tag: apco
Stocks in the news (apco, dusit, epg, jmart, ptt, sithai, sky, stark) 24.04.23
APCO mulls expanding anti-aging supplements product portfolio to capture growing aging society, eyes 30-50% FY revenue growth target. Comment: How is this MLM company still going? DUSIT’s official cod of hi-end project, Dusit Suites Athens, features 36 suites nearby Glyfada beach, first branded property in Europe. Comment: Russians and Ukrainians are going to buy this […]
Read More →Stocks in the news (advanc, apco, bay, bem, bgc, fpt, human, lst, pjw, stec, synex/cpw/com7/spvi, ttcl, cwt/uac/tpch/cpi) 13.09.21
ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]
Read More →Stocks in the news (apco, bgrim, cbg, forth, iii, ivl, mena, sprc, trc, uniq) 07.07.21
APCO kick-off exports cancer treatment products to Chinese partner in July, will add more anti-aging & slimming products on line-up in 3Q, mulls expand capacity as average order from China > 1 ton/month. Comment: Their business model is to peddle rubbish “health” products via MLMs. BGRIM sets Bt300b 10-year capex to boost capacity to 10,000 […]
Read More →Stocks in the news (apco, bh, ea, leo, mbket, mcs, nok, ptg, singer) 05.11.20
APCO upbeats 4Q sales after tap in online channel, aiming to expand market share from Bt 20b TH health supplements market, firms on 15% revenue growth this year. BH reported Bt221m, -80% yoy; missed Bt426m consensus. Comment: Or it grew 4x QoQ, annualise that and its cheap!! *note the sarcasm EA’s first shipment of energy […]
Read More →Stocks in the news (ace, apco, bbl, bch, ccp, cpf, crc, ktb, ivl, sis, tpch) 13.07.20
ACE pays Bt851m for 3 biomass powerplants with 26.9MW capacity, with immediate revenue recognition of Bt900m p.a., in talks to boost P2P and boost overall biomass powerplants to 12, 112MW overall. Comment: Decent priced paid. APCO will launch 2-3 health supplement products before end of year, aiming to capture demand from health conscious consumers, estimate […]
Read More →Stocks in the news (apco, mtc, trc, trubb, thani, vnt) 02.04.20
APCO upbeats 1Q earnings from strong sales of health supplements products as demand for immunity booster grows. MTC said DSI’s officials raided its offices on March 20, following complaints about its lending rates, yet no charge was files. MTC said it charges <28% annual loan rates, in compliance with BOT’s rules. Comment: Well they are […]
Read More →Stocks in the news (apco, bay, bgrim, ck, gulf, ilink, jubile, vng) 04.03.20
APCO target 70% revenue growth this year driven by sales of medical supplies on the back of Covid-19. Comment: TQM seems to be the name that the retail market has liked for this. BAY sees heavy debt load on GEN Z new grads age 21-24, stringent on consumer credits to curb NPLs Comment: I think […]
Read More →Management Trades 02/01 – 04/01
Notable Transactions Perhaps it’s just the first back, but we have not seen any significant selling by any management for the past 6 months. Buy(s) THB 782 mn APCO – The family buy’s another 2-3% of their shares AUCT – A board and family member buys a decent chunk of shares. THG – He keeps […]
Read More →Stocks in the news (apco, bafs, big, cman, fte, jubile, mtls, ori, tta) 12.03.18
APCO APCO is going to move to the SET in 2Q18. It targets 2018 revenue growth of 15-20% with a net margin of 28-30%. It plans to expand to Asia and U.S. markets. It is going to launch new products and new promotional campaigns and also expand its online channel. (Thun Hoon, 12/03/18) BAFS BAFS […]
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