Management Trades 01/02 – 05/02
Notable Transactions Buy(s) THB 32 mn THG – And he keeps buying Sell(s) THB 1.3 bn JMART – Family did a block sale to institutions to prepare for subscribing to the warrants (so they say)
Read More →Tag: JMART
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 […]
Read More →Stocks in the news (aeonts, bch, bdms, inet, jkn, jmart, prm, pttor, scb, seafco, seg, tnp, zen) 13.01.21
AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]
Read More →Stocks in the news (cpall, cpn, major, delta, stgt, jmart, rbf, spvi, stark, tpch) 12.11.20
CPALL sets to boost overall 7-11 stores to 13,000 by next year. CPN sets Bt400m promo budget to boost traffic in malls by 20%, hoping that overall this year would be close to 95%. MAJOR may see recovery in 4Q on cost control, and turn profitable again next year from lineup of blockbuster films throughout […]
Read More →Stocks in the news (aot, arin, dtac, esso, jmart, jwd, ptg, seafco) 19.10.20
AOT sets Bt30b capex for runway-taxiway repairing, renovates passenger terminals. ARIN: local fund, BBLAM, raised holding to 15.3312% last Monday (Oct 12), SEC filing. Comment: Incorrect news, both BBLAM and MFC have combined ~28% which is via the local Private Fund vehicle and therefore the shareholders are the same. DTAC reported 3Qnp at Bt1.43b, -18.7% […]
Read More →Stocks in the news (alt, auct, bam, bbl, bol, jmart, nyt, rbf, so, tk, whaup) 14.10.20
ALT upbeats future earnings after branching out from telcos network infra business to traffic management software, sees increasing demand for automatic number plate recognition for parking-lot & traffic monitoring, eyes 500 licenses sold by end of 1H21. AUCT anticipates solid 4Q after raised entry fee on vehicles enter the auction from Bt8k to 9k/unit, improved […]
Read More →Stocks in the news (advanc, bgrim, ckp, delta, itd, jmart, thai, thani, tlgf) 12.10.20
ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base. Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive. […]
Read More →Stocks in the news (cfresh, inet, jmart) 21.09.20
CFRESH upbeats 3Q earnings from strong frozen shrimps order from the US, estimate oversea subsidiary to expand e-commerce in UK. INET cuts FY20 revenue growth target to 5% from 20% from data center service cancellation from corporate affected by Covid; cuts outsource services to save manpower, expand paperless transaction platform, e-billing, tax invoice, verification & […]
Read More →Management Trades 17/08 – 21/08
Notable Transactions Note: Price data is as of 24/08/20, and as 2Q20 #’s are finished, management buy/sells are YUGEE. Buy(s) THB 560 mn BOFFICE – Family has put in a small fortune ready for the cap increase. OSP – Founding family member has been putting a lot of capital to work this year, both in […]
Read More →Stocks in the news (advanc, egat, gulf, jmart, jwd, prospect, ratch, ssp, top, true, tvd) 20.08.20
ADVANC sees marginal impact from tower dispute settlement with State-owned, CAT Telecom, after transfer 155 telco towers ownership to CAT & and rent back from CAT for 5 years from Jul 1,20, CAT will use space & maintenance service from ADVANC over the same period, estimate net impact Bt186m where Bt90m has already booked in […]
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