Notable Transactions Buy(s) THB 267 mn AEC – The group is up for sale. SPALI – The co is gaining market share, family members buying it up KBANK – Doesn’t quite matter. It’s a director buying some shares. I wouldn’t be surprised to see banks higher in 6 months. Sell(s) THB 156 mn RS – […]
Read More →BCH’s confident covid tests could reach 500K in 2Q, after 300K tested in April-May, vs 390K in 1Q, while the country’s doubling of Moderna quota to 10m doses should also help boost 3Q earnings. Comment: And they are increasing the fee’s for the COVID patients. CCET to temporary halt operations at Petchaburi plant from May […]
Read More →BANPU sees solid 2Q21 on rising coal price to >$100/ton, while cutting costs in coal mines in Australia and Indonesia. Comment: And AGE and LANNA have benefited as well. JUBILE keeps 10% revenue growth target this year, on solid 1Q which showed a 11% growth, with plans to expand branches and promo in 2H to […]
Read More →With earnings reporting season over all the owners/directors have started buying/selling their shares again. Notable Transactions Buy(s) THB 988 AUCT – That’s a huge block trade, family took back some 14% the company. RS – He’s buying again. SABUY – They’re making moves and being paid well in share price performance, the MD buys more. […]
Read More →AH inked deal MG to expand downstream to dealership biz, sees opportunities from PHEV & EV transition, eyes 20% revenue growth target. Comment: The shift to EV etc has zero impact on the business of companies such as AH, as they don’t manufacture engine parts… AUCT teams up BAM to host NPA auction on Jun […]
Read More →Notable Transactions Buy(s) THB 40 mn RS – And he’s still buying it up Sell(s) THB 145 mn ZIGA – Strange strange company, somehow this steel player is going into Cannabis too. But hey the CEO offloaded a huge amount of stock.
Read More →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 →EPG’s confident of >Bt9b revenue this year, sees windfall from Biden’s latest infra spending plans. Comment: No, no, no. It’s a margin game for this company, half of it are auto’s (ok fine a recovery) but a “high oil price” is awful for their margins. HANA expects revenue this year to be close to 2019 […]
Read More →EA sets Bt6b capex for expansion, soon to COD lithium ion battery plant 1st phase and electric bus factory, while Amita, a subsidiary in Taiwan, in jv with ITRI research institution to develop solid-state battery. Comment: Good luck, keep up the ridiculous investments that will only pay off if the company gets a concession contract […]
Read More →AMATAV sees better performance than last year, expected to sell 1,050 rai of land in 2 IE in Vietnam, in talk with partner to invest in 3,000 rai IE in central Vietnam. Comment: They have never hit their targets. They haven’t done anything positive in Vietnam versus effectively every other international and domestic player there. […]
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