Management 05/02 – 09/02
Notable Transactions Buy(s) THB 13 mn Sell(s) THB 4 mn
Read More →Tag: SET Index
Market Update 12/02
Thailand only has to drop another -60% and then it’ll be trading at the same valuation as Hong Kong – that’s how bad that bear market is…perhaps this is the best bull argument for Thailand. this country isn’t as $hit as HK and Chyna.
Read More →Stocks in the news (asw, credit, fsmart, mint, ptt, rbf, sc, thcom, vranda) 09.02.24
ASW sets Bt8.7b revenue target this year, Bt19.5b backlog, starts transferring 9 projects worth Bt14.7b, sets Bt17.8b presales, 12 new projects worth Bt25.92b. CREDIT: Thai Credit Bank debuts IPO 254.12m shares at Bt29 apiece, CIMB (TH) leads. Thai Credit bank (CREDIT) sets 20-30% loan port growth p.a., 9M23 NIM at 8.2%, highest among peers and […]
Read More →Stocks in the news (advanc, apure, asw, pcc, ptg, pttep, tplas, tpch, vgi, bts) 07.02.24
ADVANC 4Q net profit @ Bt7.36b vs Bt7.485b estimate, FY @ Bt29b, +12% yoy vs Bt29.3b consensus, pays Bt4.61 dps XD Feb 19, AGM Mar 25. APURE targets record high revenue this year >Bt3b driven by larger sweet corn exports volume to US, Japan & Saudi Arabia, improved orders feeding from hotels & F&B clients […]
Read More →Stocks in the news (aot, advanc, cpaxt, rbf) 06.02.24
AOT sets Bt6.66b to revamp 3 airports transferred from Department of Airport including Buriram, Krabi & U-don-Thani, will officially operate from 3Q24 (Apr-Jun). Comment: You won’t recognise these airports after they’re done. I’ve seen the improvements in some of the recently done airports, it’s just great. ADVANC is in talks with OR and a digital […]
Read More →Stocks in the news (bdms, chewa, cpn, inset, orn, sappe, ttb) 05.02.24
BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival. Comment: Aging expensive doctors are […]
Read More →Management Trades 29/01 – 02/02
Notable Transactions Buy(s) THB 25 mn Sell(s) THB 1.5 mn
Read More →Market Update 05/02
A friend sent an article across about how Bangkok is an expensive place to live. I forwarded it on the smartest person I know in the country, and he responded, (w/ my paraphrasing) “Bangkok is rich, but Thailand is poor, and this is why people retire in the provinces” When I look at the Thai […]
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