Management Trades 30/10 – 03/11
Notable Transactions It’s earnings season – no real action Buy(s) THB 22 mn Sell(s) THB 3.7 mn
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Stocks in the news VN
Week 30/10 – 03/11 Country News: Company News bcm.vn, bmp.vn, kbc.vn, kdh.vn, nvl.vn, tcb.vn BCM VN: approved capital contribution to increase charter capital for Vietnam – Singapore Industrial Park Joint Venture Company Limited (VSIP). Specifically, VSIP’s charter capital will be increased by VND1,056 bn, of which BCM will contribute more than VND517 bn. BMP VN: […]
Read More →WHTW Top 10: 30/10 – 03/11
Bonus 10 as there’s just too much good stuff:
Read More →Stocks in the news (auct, ccp, chayo, ci, ekh, jpark, pttep, jmt, mbk, ori, smt) 03.11.23
AUCT is expected to report big jump 2H driven by vehicle registration fees thru auction yard, revenue from vehicles transfer and acceleration of traffic from repossesses vehicles purge by financial institution by end of year, Tabloid. Comment: Just go through KKP’s MD&A and you’ll see that there are still a lot of cars to be […]
Read More →Stocks in the news (awc, br, sabuy, kkp, ptg, snnp) 02.11.23
AWC: cod 383 guest rooms, 10 meeting rooms, 6.2k sq.m event space, Chiang Mai Marriot Hotel, Night Bazaar district, target MICE & leisure travelers. BR sees >10% revenue growth momentum into next year, on exports to EU, JP, Aus and Saudi. GEM Global Yield, a US Fund, target 19.9% stake in SABUY, worth Bt1,750m, after […]
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 (advanc, aot, bjc, cpaxt, ea, nam, true) 31.10.23
ADVANC: 3Qnp at Bt8.14b, +35% yoy, beats Bt7.36b consensus, strong SIM & devices sales, improved service revenue from broadband, larger 5G subscribers at 8.5m (eo-3Q) +54% yoy, lower depreciation & SG&A boost earnings. Comment: Less comp, reopening, low base comp, simple story AOT: Lufthansa redeploys A380 on direct service between Munich and Bangkok (SIA), the […]
Read More →Stocks in the news (ah, aot, erw, kbank, orn, sappe, tacc, xo, wha) 30.10.23
AH’s board approved dissolution of Hyundai Motor Thailand (20% holding), MHTH has not been operation since April 1,2023, no impact on the ongoing operation of the company AOT will extend service hours of Chiang Mai International to 24-hr in November from current 6am till midnight from Nov 1, Thai Vietjet adding direct flight from Chiang […]
Read More →Market Update 30/10
Wowwwwwwwww. Nearly -17% for the year in THB, so -20%++ in USD, the MAI has been smacked as well at -31%. Thus, the banks appear to be doing fine giving their higher NIMs, as for the rest of the market…hospitals should be good, tourism good (relatively all YoY), so let’s see…another 2 weeks to go….and […]
Read More →Management Trades 23/10 – 27/10
Notable Transactions Note: It’s earnings season, blackout period for execs to buy/sell share effectively until the 15th Nov Buy(s) THB 56 mn Sell(s) THB 5 mn
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