Management Transactions 15/07 – 19/07
Notable Transactions Buy(s) THB 612 mn Sell(s) THB 83 mn
Read More →Tag: rs
Stocks in the news (akr, asw, banpu, rs, sak) 04.07.24
AKR reaffirms solid 2Q from Bt100m transformers sold to GULF, tailwind from maintenance contracts, majority of Bt1.5b outstanding backlog to realize in 2H, maintain 10% FY revenue growth target. Comment: Transformer sales should go higher given the fact that Thailand is putting more rubbish renewable energy into the grid… ASW reported 1H24 residential sales , […]
Read More →Stocks in the news (cpall, itd, major, osp, rs) 16.05.24
CPALL: sees positive SSSG and wider margin qtd supported by recovery consumption, improves product mix & 7-11 branches expansion in Laos & Cambodia. Comment: How many of you were surprised by that 1Q? The dog has finally awoken. ITD: Bt122m -60% yoy, GPM fell to 7.31% from 10.8% yoy due to losses in mining project […]
Read More →Stocks in the news (aav, advanc, dohome, dusit, iii, mgc, rs, sak) 13.11.23
AAV’s introducing new direct flights between BKK-Kaoshsiung, Taiwan to boost tourism in key city, enhance traffic between BKK-Chiang Mai route starting Feb 24. NBTC board approved ADVANC’s takeover of TTTBB, as expected, subject to certain safeguards to protect consumers, such as keeping the lowest-priced pre-merger package available and ensuring service quality and price packages are […]
Read More →Stocks in the news (aot, cpaxt, byd, psh, pr9, rs) 01.11.23
AOT: Scandinavian Airlines (SAS) launched direct flight from Copenhagen to BKK for winter schedule (Oct 30 till Apr 2, 24), the first direct flight after suspended for 10 years. Comment: They didn’t make money the first time around, so they will now? CPAXT plans to invest Bt25-27b in FY24 to expand Makro wholesale, Lotus’s grocery, […]
Read More →Stocks in the news (au, hana, ktc, gulf, rs, human) 17.10.23
AU: reaffirms rec high rev in 3Q supported by positive SSSG via dessert café, larger branches network yoy at 60 outlets vs 44 in 3Q22, sees margin improved aft revamp suppliers. Comment: Their outlets are all still completely full. HANA: seeks up to US$ 106m via overnight placement 65m shares offered at price range Bt […]
Read More →Management Trades 09/10 – 12/10
Notable Transactions Buy(s) THB 220 mn Sell(s) THB 67 mn
Read More →Stocks in the news (cpall, crc, planb, mint, rs, stanly, vranda) 15.09.23
CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →Stocks in the news (age, aot, cgd, noble, ptt, rs, uac) 21.08.23
AGE upbeats 3Q earnings from recovery coal sales vol & improved selling price, keeps 4m tons FY sales volume target, allots Bt110m to upgrade logistic & IT, credit cost expects to improve aft TRIS upgrade rating to BBB- from BB+ in June. Comment: They are still going to $hit cash due to the high coal […]
Read More →Stocks in the news (as, centel, crc, epg, nex, or, rs, siri, stark, tkt) 04.07.23
AS board approves purchase of 9.22% stake in Bitkup Online for Bt600m. Comment: Probably pushed by SABUY, buying bitkub at 20x PE…ok…and remember that SCBXXX offered thb 30-40 bn 2 years ago, found a whole lot of financial shenanigans and then walked away, so now bitkub is valued at thb 6bn…a steal!!!!!!!!! idiots.. CENTEL sees […]
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