Management Trades 21/08 – 25/08
Notable Transactions Buy(s) THB 96 mn Sell(s) THB 418 mn
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Stocks in the news (bch, ichi, ilm, or, sabuy) 25.08.23
BCH’s firm on Bt13b revenue target this year, helped by solid 3Q on seasonal. ICHI sees record sale streak extended in 3Q on higher green tea sales both domestic and abroad, to introduce new Tan San Su favors and expand OEM, raised sale target growth to 20% to Bt7.6b, from Bt7.3b. Comment: One of their […]
Read More →Stocks in the news (anan, dmt, bcp, crc, jasif, ktc, jmart, prapat, ptg) 24.08.23
ANAN mulls 5 new remedy options for Ashton Asoke for court consideration. Comment: The CEO & Board should be sued by shareholders, they lied pre-covid that this issue was resolved. DMT reaffirms 30% FY revenue growth target driven by strong tollway traffic, target FY average daily traffic >110k trips/day. BCP board approved Bt9.30-Bt9.70/share for ESSO […]
Read More →Stocks in the news (advanc, bem, crd, gland, gunkul, pttgc, sawad, scap) 23.08.23
Further delay to ADVANC’s takeover bid of 3BB is expected after NBTC’s sub committee tasked with scrutinizing the economic impact of the deal has asked NBTC board to extend its working timeline for another 60 days. Comment: Translation “We’ve been spending taxpayer money going on holiday in Europe with our families and forgot to do […]
Read More →Stocks in the news (asw, proen, tasco, tkc, wha, zen) 22.08.23
ASW reported 3 locations of campus condo sweeping sales of Bt4b, will launch another project nearby Thammasart University Rangsit in 4Q under the Kev project. PROEN wins 2 underground cable project from Provincial Electricity Authority & Mae Sor Municipality total Bt179.8m. TASCO cuts FY asphalt sales volume target to 1.2m tons due to feedstock shortage […]
Read More →Stocks in the news (age, aot, cgd, noble, ptt, rs, uac) 21.08.23
AGE upbeats 3Q earnings from recovery coal sales vol & improved selling price, keeps 4m tons FY sales volume target, allots Bt110m to upgrade logistic & IT, credit cost expects to improve aft TRIS upgrade rating to BBB- from BB+ in June. Comment: They are still going to $hit cash due to the high coal […]
Read More →Market Update 21/08
Andddd earnings season is done. Overall, it looked awful – mainly due to inventory losses in the petrochem, but just have a look at the recovery in certain sectors hint hint retailers. Tomorrow there is supposed to be an election for the PM, let’s see, it’s only been 3 months since the elections and these […]
Read More →Management Trades 14/08 – 18/08
Notable Transactions Buy(s) THB 112 mn Sell(s) THB 196 mn
Read More →Stocks in the news VN
Week 14/08 – 18/08 Company ctr.vn, fpt.vn, hhv.vn, mwg.vn, nvl.vn, ssi.vn, vbb.vn, vci.vn, vib.vn, vic.vn CTR VN: recorded, in July, revenue of VND1,011 bn and PBT of VND57 bn (+23% and +18% respectively YoY). For 7M2023, CTR recorded revenue of VND6,052 bn (+20% YoY) and PBT of VND348 bn (+21% YoY), achieving 59% of the […]
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