Management Trades 07/10 – 11/10
Notable Transactions Buy(s) THB 70 mn Sell(s) THB
Read More →Tag: RML
Stocks in the news (aot, cococo, fte, ptg, rml) 23.08.24
AOT said the 3rd runway at Suvarnabhumi Airport will be ready for operation at end of year, noting the runway will bring the airport’s aircraft handling capacity from 68 to 94 per hour. Comment: They need more. COCOCO sees 3Q24 the strongest this year on higher orders in coconut-related and pet foods, boosting this year […]
Read More →Stocks in the news (aav, aot, chao, ichi, pttep, rml) 09.07.24
AAV expects record earnings from core operations this year as a surge in overseas visitors boosts seat demand and airfares, plans adding more flights to China and India, its major driver for growth. Comment: Record earnings? With a smaller fleet? Yes folks you read that right, they’re stuffing us into their old planes, running high […]
Read More →Stocks in the news (ah, delta, demco, htc, ksl, rml, scb, vibha, winmed) 16.06.23
AH expects to register another record high revenue this year above Bt32b, +15% yoy driven by new parts orders for global market models from auto makers, backlog from existing clients, OEM sales & EV chassis assembly for 2 models for Vinfast, improve operation from subsidiary in Portugal, in talk BYD to secure EV parts orders. […]
Read More →Stocks in the news (akr, amata, aot, bbl, leo, m, osp, rml, scc, xo) 01.06.23
AKR upbeats outlook from healthy demand for transformer on power project expansion, tailwind from EPC solar project, seeks to expand via Private PPA to boost growth, firms on 15% full year revenue growth target. AMATA sees no impact from power shortage in Vietnam, with sufficient power gen capacity in 3 of its Vietnam’s IE, sees […]
Read More →Stocks in the news (asw, chayo, epg, gulf, proud, rml, scb, scn) 04.10.22
ASW reported 9M22 residential sales at Bt13.1b, >Bt10b FY target thanks to strong sales of 2 condos (Kave Town Colony BKK Uni & Atmoz Oasis Onnut), will launch 2 projects Esta Rangsitkhlong 2 (SDH) & Kave Universe Bangsaen (condo) total Bt1.2b by end of year. CHAYO reported 9M22 debts acquisition >Bt4.2b, plans to add Bt10b-11b […]
Read More →Stocks in the news (asian, bem, cpn, nrf, pr9, rml, sabina, sict, ttb) 18.09.22
ASIAN sees stronger 2H on recovery in 4 main business, boosting this year revenue to Bt11.2b, with 50% achieved in 1H. Comment: Just look at their growth in pet food BEM maintained FY tollway traffic 1.1m trips/day, MRT ridership >300k/day, reopening of Queen Sirikit Conventional Center and cod of One Bangkok Dusit Thani to boost […]
Read More →Stocks in the news (dod, global, ori, or, rml, rp, stark, tiph) 20.06.22
DOD reaffirmed 20% revenue growth target this year to Bt1,220m, on plans to exports >50 hemp supplements, sets Bt180m capex to expand warehouses and boost productivities. Comment: The quality of TH’s hemp supplements are rubbish due to the FDA requirements on the low THC levels. Barely has any medical use cases. GLOBAL forms venture with […]
Read More →Stocks in the news (aot, awc, ekh, global, rml, qlt, tfm, tidlor) 29.10.21
AOT: Civil Aviation Authority (CAAT) reports 27 airlines scheduled to land in Thailand during November 1-5 Nov, 15,230 passenger arrival on the first 5 days where 10,062 passenger straight to Phuket Comment: The YoY %’s are going to be YUGE! AWC: to open 248 rooms Marriot Courtyard Phuket on November 9. Comment: But they’ll open […]
Read More →Stocks in the news (ap, bm, egco, ratch, ori, rml, samart, tidlor, tks) 14.09.21
AP’s booked Bt23.3b presales in 8M21, on rising price of single detached house, mulls 5 new launches worth Bt7,020m this month. BM reaffirms record high profit, despite slight hiccup in 3Q, confident on 4Q growth, supported by Bt300m backlog. EGCO, RATCH & Electricity Generating Authority (EGAT) established JV, Innopower, to invest in start-up R&D co., […]
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