Management Trades 04/09 – 08/09
Notable Transactions Buy(s) THB 74 mn Sell(s) THB 29 mn
Read More →Tag: SET Index
Random Thoughts: Market changes, MSCI/FTSE, Folklore
A (sort of) New SET calculation After years of sitting on their butts the exalted individuals that are running the SET have instead of deciding to fix the free float requirements of joining the SET50 (hello DELTA), instead they are going to launch a brand spanking index that will take into account the free float […]
Read More →Stocks in the news VN
Week 05/09 – 08/09 dxg.vn, nvl.vn, tar.vn, vcg.vn, vic.vn, vpb.vn, vnz.vn Company DXG VN: will offer nearly 102 mn shares to existing shareholders before private placement and ESOP. Also, Mr. Luong Tri Thin (Chairman of DXG) registered to sell 20 mn shares to support the company’s loan. Comment: So they are offering new shares…again…and then […]
Read More →Stocks in the news (aot, cpf, btg, snnp, ttb) 08.09.23
AOT: Transport Minister mulls propose Royal Thai Air force to obtain vacant flight slots to accommodate commercial flights on an upcoming high season. Comment: As Queen ML says “this looks like they’re getting ready to announce a huge capex for AOT” CPF & BTG are expected to turnaround in 4Q as domestic swine selling price […]
Read More →Stocks in the news (amata, wha, bdms, ktb, siri, tse) 07.09.23
Kia is considering building a car factory in TH capacity 250k units p.a., may sign agreement with government for plant construction as early as this year, Maeil Business Newspaper. positive WHA & AMATA. Comment: Ahhh finally a non CCP related company…. BDMS: holders approved raising foreign ownership limit to 30% from current 25% of total […]
Read More →Stocks in the news (bch, pcc, seafco, thcom, top) 06.09.23
BCH: reaffirms Bt 13b FY revenue target, sees revenue growth from international patients 50% yoy from robust traffic, expects FY fly-in patients tops 120k. Comment: Every hospital group that had foreign patients prewuflu will show the same revenue growth from international patients. PCC: wins substation project from Metropolitan Electricity Authority (MEA) valued at Bt 85.04m. […]
Read More →Stocks in the news (irpc, or, tkn, top, tqm, scb, singer, wha) 05.09.23
IRPC’s unveiled an innovative nano-zinc oxide product, a nutrient supplement for plants, under Renifoxx brand. OR to expand healthcare biz in 1Q24, mulls Japanese style budget hotel at OR’s service stations, starting Bt1,000/night, sees no impact from diesel price cap due to its well diversified into non-oil. TKN revised up FY revenue growth target to […]
Read More →Stocks in the news (etl, jmt, pttep, ratch, sak, sisb, super, wice) 04.09.23
Total Logistic (ETL), on SET instead of MAI to accommodate future growth. Comment: The market’s in a pumping mode. JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year. Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost […]
Read More →Market Update 04/09
I can’t get over thinking that with the new government in charge that there is going to be a massive wave of investments unleashed into Thailand. The country has been stuck with a bunch of donkey kongs running the place for the past decade whom had no idea how to do anything other than suppress […]
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