Management Trades 19/07 – 23/07
Notable Transactions Buy(s) THB 39 mn GUNKUL – The Chairman/Founder buys some shares Sell(s) THB 54 mn GUNKUL – And then he dumped them and more than he bought!
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Stocks in the news (aot, bam, bpp, chewa, crc, fns, gunkul, ircp, mtc, ori, prm, pttgc, sabuy, sisb, thai, thg) 07.06.21
AOT: Thai Smile to resume Phuket-Hong Kong route, 4 weekly flights (Monday/Wednesday/Friday/Sunday) from July 2. Comment: Initial travelers are going to be all over the local news, and then disappointment will set in as the figures are lower than expected, and then it will ramp up faster than the infrastructure can manage. BAM sees 2Q turnaround […]
Read More →Stocks in the news (age, bch, dohome, leo, gulf, gunkul, ptg, siri) 17.05.21
AGE sees upside to earnings after logged Bt121m in 1Q +193% yoy, reaffirms higher coal sales volume yoy on higher industrial activities, tailwind from logistic business boost earnings. Comment: Commodities, boom, they’re benefiting from the inventory gain. BCH kicks-off bookbuild on Moderna vaccine upcoming Wednesday, will finalize demand in 1 week, sees positive 2Q earnings […]
Read More →Stocks in the news (ace, tpch, uac, egco, gunkul, age, cpf, tfg, inset, lh, pimo, rs, scgp, siri, whaup) 23.04.21
ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
Read More →Stocks in the news (age, aot, gfpt, gunkul, ner) 05.04.21
AGE sets 5.5m tons coal sales target this year, boosting rev to Bt11b, sets Bt280m capex to expand logistics. Comment: Oh hello high coal prices and inventory gains. Think I’ve been banging on about this for 6 months. AOT expects 370K passengers thru Suvarnabhumi airports during 10 days around Songkran, +10% yoy, with flights increasing […]
Read More →Stocks in the news (ekh, gunkul, mbk, mint, scb, seaoil, siri, smt, synex) 19.03.21
EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]
Read More →Stocks in the news (gunkul, lit, micro, mcs, princ, sti, true) 18.03.21
GUNKUL prepares 120 rais of land for 1st phase of hemp plantation in 3Q21, expects Bt1.2b revenue p.a. Comment: Funnymentals, loving this retail driven (though even local insti’s are all over this at the moment) cannabis trading market. LIT target FY21 loan book +10% yoy above Bt3b, to tap in SMEs that ties with government […]
Read More →Stocks in the news (amatav, cpf, gunkul, gulf, ktc, ptg, super, thg, tse) 17.03.21
AMATAV sees big jump in profit this year, supported by 50-50 hectare land sales in 2 IE in Vietnam, boosting rev by Bt1b, sets Bt3-5b capex. Comment: Years of promise and nothing delivered. Vietnam already exports more than Thailand and yet AMATAV is nowhere. CPF signed MOU with Maejo University (MJU) a branch of TH’s […]
Read More →Management Trades 08/03 – 12/03
Notable Transactions Buy(s) 448 mn SA – The founder is going for it, he’s of the viewpoint that the future is bright for SA. TFG – Agri prices are staying high high high. GUNKUL – So the founder bought some shares and then releases news that they’ll do Hemp farming. Sell(s) THB 184 mn SIMAT […]
Read More →Stocks in the news (bts, bem, ecf, jmart, gunkul, ilm, lph, sat, smpc, tpipp) 01.02.21
TS & BEM expect MRT ridership to recover on reopening of schools and longer operating hours of business from February 1. Comment: I wonder how long these 2 will wait before selling the lines to an infra fund. ECF sets 10-12% revenue growth target this year, on rising furniture orders, both local and overseas, sets […]
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