Management Trades 27/11 – 01/12
Notable Transactions Buy(s) THB 253 mn Sell(s) THB 152 mn
Read More →Tag: cotto
Stocks in the news (civil, cotto, crc, eastw, fsmart, ivl, pttep, ptt, sappe, scgp) 27.10.23
CIVIL upbeats 4Q earnings from Bt1.38b highway project transfer to Department of Highway, Bt23.92b backlog assures earnings visibility. COTTO: 3Qnp @ Bt210m, +55% yoy, thanks to lower energy costs for tiles & building material production, sales +4% yoy, board approved investment in production line of stone plastic composite (SPC) capacity 1.8m sq.m. p.a. at Hinkong […]
Read More →Stocks in the news (ap, cotto, sabuy, snc, ttb, tu) 10.08.22
AP reported 7M22 sales at Bt29.96b, account for 60% of Bt50b residential sales target, 3Q momentum remained strong from completion of 2 condos Rhythm Ekamai Estate & Life Sathorn Siera, current backlog Bt33.63b ensure earnings visibility, firms on Bt47b FY revenue target. Comment: More market share for the big boys. COTTO expects 2H turnaround from […]
Read More →Stocks in the news (aot, cotto, ekh, gulf, hmpro, nrf, or, snnp, thai, wha) 01.08.22
AOT’s Mae Fah Luang-Chiang Rai International Airport will be closed until Wednesday after a Nok Air passenger jet skidded off the runway on Saturday night. COTTO hikes ceramic tiles & flooring products price by 1-2% on higher energy costs, expects 2H sales fairly even with 1H, sets Bt400m budgets for efficiency upgrade, jv overseas partners […]
Read More →Stocks in the news (aav, amr, bch, cpall, cotto, gulf, jmt, ori, pr, proen, rojna, sak, scc, tsr) 02.08.21
AAV announced one month suspension of its operations in Thailand, staffs will not be paid, but will seek partial payment from social security fund, while BA announced temporary suspension of its Samui and Phuket flights from Aug 3. Comment: If it his 2 again, it’s worth a trade – or it goes bankrupt – which […]
Read More →Stocks in the news (bpp, cotto, egco, imh, scb shr, tm, tpoly, wice) 20.04.21
BPP cod 543mw Nakoso Integrated Gasification Combined Cycle powerplants in JPN (33.5% holding) COTTO mulls expand distribution center upcountry to lower costs and expand market share on ceramic tiles & building material products, will add grout & tile adhesive to line up, expects higher sales yoy after revamp online channel (Cotto Life), sees upside from […]
Read More →Stocks in the news (aot, bafs, cotto, sappe, true) 24.07.19
AOT: to set up pre-export agricultural products inspection subsidiary to boost income from cargo-handing services, target cod after new cold-storage facility and prod certifying center completed in 6 months. BAFS: expects earnings bottom out 2Q from Bt 79m charge from one-off employee expense, sees 2H turnaround from recovery jet refueling business and recognition of northern […]
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