Management Trades 04/03 – 08/03
Notable Transactions Buy(s) THB 510 mn Sell(s) THB 175 mn
Read More →Tag: bri
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 →Management Trades 26/06 – 30/06
Notable Transactions Buy(s) THB 681 mn Sell(s) THB 453 mn
Read More →Management Trades 15/05-19/05
Notable Transactions Earnings season is over and they’re all back to buying/selling Buy(s) THB 287 mn Sell(s) THB 1 bn
Read More →Stocks in the news (bri, ea, jasif, heng, hmpro, sky, tsr, ziga) 25.04.23
BRI in talk jv landlord to develop SDH project, aims to boost ROE & ROA from cost saving on landbank, maintain full year launch plan 20 projects total Bt22.5b. Comment: Wow…that’s 2x market cap, they’re still somehow able to continue expanding…I’m not sure how many non-related land owners are willing to partner with a developer […]
Read More →Stocks in the news (bri, cpall, fss, ilink, itel, nrf, pcc, rt, tu) 09.03.23
BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →Stocks in the news (advanc, bri, delta, dmt, jr, jts, irpc, nex, sky, upa) 28.02.23
ADVANC said testing of 5G CA (carrier aggression) tech on its full bandwidth of 100MHz in the band of 2600MHz and 1200MHz of the 26 GHz band has achieved 5G download speeds of 22.01 gigabits per sec (Gbps) and max upload speeds of 4.4 Gbps, representing a global first. BRI revealed FY23 launch plan total […]
Read More →Stocks in the news (asian, bri, centel, mint, ptg, siri) 18.11.22
ASIAN raised revenue target to 22-23% or Bt11.6b, from 19% or Bt11.2b, on higher growth in pet food, tuna business, weak THB, and gain from 10% AAI stake sale in 4Q, boosting GM to 19%. Comment: Just outstanding BRI reaffirms Bt11b FY sales target, 50% of Bt2.19b outstanding backlog to realize in 4Q, will launch […]
Read More →Stocks in the news (aja, bdms, bem, bri, hmpro, makro, sc, susco, psl, uac) 11.10.22
AJA said EV bike sales to exceed 3K in 3Q, with price ranging Bt40-100K, mulls revising sale target to 6K for Bt240m and 30% margin, sees big growth in years to come. Comment: Normally I’d say – love the story – but when i see a company like AJA getting into this….I just think…ah no…., […]
Read More →Stocks in the news (asian, bri, erw, jts, bgt, ptg, siri) 20.04.22
ASIAN target 12% FY22 revenue growth target >Bt10.6b, supported by strong pet food sales, tailwind from frozen & pre-cooked meals, expects margin from HVA products able to offset higher tuna price & packaging costs. BRI reported 1Q22 presales topped Bt2.4b account for 22% of Bt11b full year target, expects sales accelerate from 2Q driven by […]
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