Market Update 18/09
The market stuck in a range, the bull story I’ve raged on about for a while 1. Commodities 2. New government policies, the bear story 1. Higher rates 2. A weak global demand situation Let’s see.
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Management Trades 11/09 – 15/09
Notable Transactions Buy(s) THB 76 mn Sell(s) THB 71 mn
Read More →Stocks in the news VN
Week 11/09 – 15/09 bid.vn, ctr.vn, eib.vn, gas.vn, fpt.vn, hvn.vn, nvl.vn, ocb.vn, pnj.vn, vic.vn, vjc.vn, vpb.vn, Company BID VN: announced a plan to issue private bonds worth VND2,500 bn in 2023. CTR VN: recorded, in August, net revenue of VND1,013 bn (+17% YoY) and PBT of nearly VND59 bn (+7% YoY). For 8M2023, CTR’s net […]
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 (bbl, ptt, pttep) 14.09.23
BBL maintain 4-6% FY loan growth t/g despite +0.6% in 1H, no plan to increase interest rates on both deposits & loans aft 25bps policy rate hiked in Aug, expects working cap demand grows on more predictable interest exp, jump start investment aft govt formed, will continue to grow business franchise in China, sees Chinese […]
Read More →Stocks in the news (advanc, bdms, gfc, prapat, sappe, tkn) 13.09.23
ADVANC rolls out iPhone 15 bundle package to boost ARPU, mulls expanding 5G coverage after obtained 700 MHz from NT lifts capacity from 2 x 15MHz to 2 x 20MHz, aims to boost marketshare up country. Comment: And every isheep shall proclaim how USB-C is the greatest gift to mankind and the rest of us […]
Read More →Stocks in the news (advanc, bem, ea, ep, hft, s, samart, snnp, thcom, xo) 12.09.23
ADVANC wraps up Bt14.866b acquisition of 700MHz bandwidth from NT, boosting its 5G capacity after securing 13 years roaming service fee. Comment: So is this the cost for acquiring 3BB? Or is it because TRUE can’t afford it? BEM anticipates solid 3Q from strong daily avg MRT ridership thanks to robust int’l travelers, higher revenue […]
Read More →Stocks in the news (ama, ba, bch, jkn, mgt, nyt, paco, plt, jmart, tasco, or, bcp, susco, ptg) 11.09.23
AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]
Read More →Market Update 11/09
Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done. The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.
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