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 →Tag: d
Stocks in the news (bam, d, dtac, ea, hmpro, tm, phol, jmt, lpn, sisb) 28.01.20
BAM may report Bt12b FY19 prft, +122% yoy and pay Bt1.3 dividend or 5% yield, and thrive in weak econ, Tabloid. Comment: If you think this should be trading similar to JMT then its worth 2x. But do realise that BAM’s business model is different. D’s appointed by Carl Zeiss Meditec AG to be sole […]
Read More →Stocks in the news (anan, banpu, bbl, cpn, d, dohome, jwd, scc, tpipl) 18.12.19
ANAN sees strong 4Q and momentum into next yr with 7 pjs ready to transfer and Bt37b backlog, of which Bt5-6b to transfer this yr. Comment: The share price is trading at 10x 9M19 earnings…so if 4Q19 is at the company suggests then it would be close to 5x, and then if they just maintain […]
Read More →Stocks in the news (advanc, ap, d, ivl, scc, tkn, vgi) 30.04.19
ADVANC’s board to decide on May 9 whether to take up Government’s offer to defer payments of 900MHz license fee, sets 1m AIS Fibre customers and becoming top 3 by 2021. Comment: Of course the telco’s are going to take it, its free savings. Absolutely ridiculous move by the government. AP to launch Bt8.8b JV […]
Read More →Stocks in the news (aeonts, cho, d, dtac, glow, jas, pttep, spa, sti, tvd, ziga) 19.12.18
AEONTS AEONTS expects loan growth of 5% in FY2018. In 1H18FY, it has already provided loans of Bt52bn. It plans to launch promotions to stimulate spending during the yearend festivities. It has entered Myanmar, Cambodia and Laos and expects loans to reach Bt13bn in FY2020, pushing foreign revenue up to more than 10% of total […]
Read More →Stocks in the news (aot, big, cho, d, gfpt, gpsc, nusa, sena, smart, tu, xo) 06.11.18
AOT AOT will complete ToR for duty-free space in December 2018 – January 2019. The TOR includes renovation of Suwannabhumi, Phuket, Hatyai and Chiangmai airports. The Cabinet is preparing to launch tourism promotion measures including visa fee exemption and “Passport privilege”. Private entities are also planning to offer discount prices. (Thun Hoon, 6/11/18) Comment: This […]
Read More →Stocks in the news (anan, d, fte, jwd, mega, sat, sawad, tks, tsr, uac, whaup) 12.09.18
ANAN ANAN launched IDEO Ratchada-Sutthisan condominium worth Bt1.6bn, boosting sales in 3Q18. Unit price starts at Bt2.49mn. It has contracted CIMBT to issue subordinated debentures at a rate of 8.5% for the first five years. It plans to sell the debentures to local institutions and HNWIs on Sep 20-25. (Thun Hoon, 12/9/18) Comment: Everything is […]
Read More →Management Trades 06/08 – 10/08
Notable Transactions Buy(s) THB 18.8 mn N/A Sell(s) THB 149.5 mn D – This director, the second largest shareholder has sold 1/3 of her holdings
Read More →Stocks in the news (age, arrow, centel, d, lpn, ptg, rs, sat, top, whaup) 03.07.18
AGE AGE says earnings will be a new high this year, driven by a rise in local and foreign orders, especially from Vietnam and Cambodia. It says 4Q is a high season and targets 2018 revenue growth at 20-25%. (Thun Hoon, 3/7/18) ARROW ARROW expects 10% revenue growth in 2Q18 and expects 2H18 earnings to […]
Read More →Stocks in the news (bay, bcp, bcpg, bgrim, d, lpn, richy, spcg, thcom, wha) 02.02.18
BAY BAY targets 2018 loan growth at 6-8% and it believes performance will be better than last year’s in tandem with economic recovery. It will maintain NPLs under 2.5% and coverage ratio to be at least 140%. It has budgeted Bt20bn for a three-year investment in technology (2018-2020) in order to expand to digital. (Thun […]
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