Management Trades 29/05 – 02/06
Notable Transactions Buy(s) THB 179 mn Sell(s) THB 985 mn
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Stocks in the news VN
Week 29/05 – 02/06 anv.vn, ctg.vn, eib.vn, gmd.vn, kbc.vn, nvl.vn, vcb.vn, vhm.vn, vjc.vn, dig.vn, phr.vn, vnd.vn Company News ANV VN: sets, in 2023, revenue target at VND5,200 bn (+6% YoY) and PBT target of VND500 bn (-35% YoY). Also, ANV will pay a cash dividend in 2022 at the rate of 10% and plans to […]
Read More →Stocks in the news (anan, bbl, epg, ivl, sa, spali, sgp, tse, uac) 02.06.23
ANAN in collaboration with KME Prop to enter Myanmar luxury segment, sets Bt300m presales target. Comment: Are they nuts? Money laundering? Isn’t there a war still going on there? So ANAN is happy to provide Burmese generals an overpriced piece of real estate? BBL to raise lending and deposit rates by 25 bps today, to […]
Read More →Stocks in the news (akr, amata, aot, bbl, leo, m, osp, rml, scc, xo) 01.06.23
AKR upbeats outlook from healthy demand for transformer on power project expansion, tailwind from EPC solar project, seeks to expand via Private PPA to boost growth, firms on 15% full year revenue growth target. AMATA sees no impact from power shortage in Vietnam, with sufficient power gen capacity in 3 of its Vietnam’s IE, sees […]
Read More →Stocks in the news (bts, cpf, kiss, sappe, spali, siri, trc, wph) 31.05.23
BTS: Yellow line monorail to begin 30 days trial run from Jun 30. CPF to invest $2.5b in agriculture tech development in Philippines covering swine, poultry, shrimp and food production, sees potential from growing domestic consumption of meat on the back of rising population. Comment: This could be a game changer for the country…and gives […]
Read More →Stocks in the news (amarin, asian, aai, ci, civil, ditto, ekh, major, shr, stark, wave, whaup) 30.05.23
AMARIN: co., name changed to Amarin Corp, ticker unchanged, effective today. ASIAN and its unit, AAI, are ready to move production base to Vietnam or Philippines if new government raises minimum wage to Bt450. Comment: This is a convenient excuse for the company to invest overseas. It’ll be more to do with FTA’s from the […]
Read More →Stocks in the news (gulf, hft, nex, rjh, s, sjwd, ssp, wha) 29.05.23
GULF-Binance venture gets license for digital asset exchange and digital asset broker business in Thailand, will begin operation from 4Q23. Comment: The Chinese money launderers are going to be very strong in Thailand HFT’s applying for China’s industrial standard certificate, seeks to branch out from motorbike & commercial vehicle tires to e-bike segment, eyes 1st […]
Read More →Market Update 29/05
The 3rd US debt ceiling, end of the world risk, I’ve experienced has passed. Yawn. At least I’ll stop receiving messages about the risks of default from junior sales/analysts that haven’t seen this game before. In 2 years, we’ll start to see the headlines again.. I’m looking forward to seeing: This is the period in […]
Read More →Management Trades 22/05 – 26/05
Notable Transactions Buy(s) THB 381 bn Sell(s) THB 249 mn
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