Management Trades 28/10 – 08/11
Notable Transactions Buy(s) THB 12.0 mn Sell(s) THB 39.9 mn
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Stocks in the news VN 28/10 – 01/11
Company kdh.vn, sab.vn, vic.vn, vhm.vn KDH VN: has decided to dissolve two of its subsidiaries (Long Phuoc Dien Housing Development and Infrastructure Construction Co., Ltd. and Nam Phu Real Estate Development Co., Ltd), totaling VND240 bn in charter capital. SAB VN: announced a public offer to buy over 37.8 mn shares (43.2%) of SBB with […]
Read More →Stocks in the news (aot, ba, cbg, pri, psl, top) 31.10.24
AOT said 6 airports under management recorded 119.2m pax last fiscal year ending Sept 2024, +19% yoy, expecting 129.9m this current year. Comment: With all the expansion taking place, I can’t see any reason why pax #’s don’t increase. BA keeps 4.5m FY passenger target after logged 2.26m in 1H, sees positive earnings momentum thru […]
Read More →Stocks in the news (erw, kce, ind, inset, ptg, sisb) 30.10.24
ERW anticipates 4Q turnaround aft Holiday Inn Pattaya fully reopened post major facelift, expects ADR surge by 10-15% from higher room rate, improve OCC on holiday season. KCE board approved establish of subsidiary, Circuit Holding, to acquire 100% stake in UK based PCB distributor, Int’l Circuit Ltd, for GBP 9m (Bt396m). Circuit Holding will pay […]
Read More →Stocks in the news (aot, bbl, bcp, bgrim, mfc, mint, svi, wha) 29.10.24
AOT upbeats 1H earnings (Oct24 – Mar 25) from higher flight slots for winter schedule thru 6 airports under mgt at 370,239 flights +22.1% yoy (int’l 222,780 flights +33.1% yoy; domestic 147,459 flights +8.5% yoy), higher revenue from PSC aft raised international passenger to Bt730 from Bt700 & Bt130 from Bt100 for domestic since Apr […]
Read More →Stocks in the news VN
Week 21/10 – 25/10 Company (cii.vn, kbc.vn, msn.vn, mwg.vn, pvs.vn, vhm.vn) CII VN: successfully issued VND300 bn in 2-year non-convertible, unsecured bonds with a 10% annual interest rate. Comment: That’s cheap…..cheap in the sense that it’s a dodgy company and it should really be offering 15-20%, and Central Bank rate is 4.5%ish KBC VN: Hung […]
Read More →Stocks in the news (bh, cpf, jpark, grammy, master, plt) 28.10.24
BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
Read More →Market Update 28/10
It’s coming to the end of the year, in a month it’s effectively done for the year. I do wonder what the impact of the US elections is going to make on markets. For the americans reading this, vote trump, if you’re a man and you vote for camel toe – well that says it […]
Read More →Management Trades 21/10-25/10
Still a quiet week, earnings season until mid Nov. Notable Transactions Buy(s) THB 1 mn Sell(s) THB 2.5 mn
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