Management Trades 30/09 – 04/09
Notable Transactions Buy(s) THB 141 mn Sell(s) THB 122 mn
Read More →Tag: sflex
Stocks in the news (cpaxt, gulf, nrf, pce, sflex, siri, true) 03.10.24
CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →Stocks in the news (akr, bdms, bgrim, com7, ea, icn, jpark, mgc, ratch, sflex, smt, thbev, tta) 04.10.23
AKR anticipates positive earnings momentum continue thru next year driven by rising demand for transformer from property & solar rooftop project, aims to fill EPC backlog from Bt300m current bidding, 50% out of Bt350m backlog to realize this year, maintain 15% FY revenue growth target. Comment: The demand for transformers and substations are going to […]
Read More →Stocks in the news (atp30, gift, iig, jkn, m, nusa, sa, sflex, tkn, wha) 12.07.23
ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]
Read More →Stocks in the news (bgrim, ck, ihl, makro, mint, rbf, sflex, tasco, tcmc, tog) 19.05.23
BGRIM eyes 3,000MW gas-fired PP, while GULF target wind, solar and LNG to power, and SUPER for Bt250MW wind Powerplant, following a new 150,489MW VN power development plan. Comment: What’s amusing is that yesterday, gulf themselves said that wind & solar are unreliable power generators… CK upbeats FY earnings visibility from Bt140b construction backlog pending […]
Read More →Stocks in the news (advanc, ama, aot, bam, chic, chg, dv8, ivl, pcc, pttep, sflex, sisb, stgt, svr) 08.02.23
NBTC appoints AA&P as independent FA for ADVANC’s buyout of 3BB to be submitted for NBTC’s board by April. AMA sees 1Q turnaround from improved tanker demand for restocking on China reopening, allots Bt400m capex to add fleet size. Comment: This gives you an idea how how much volume PTG will be selling through it’s […]
Read More →Stocks in the news (banpu, bem, cpn, ea, nex, byd, kbank, major, sflex) 22.07.22
BANPU in collab with SG partner Durapower & TH largest bus manufacturer, Cherdchai Motors sales to establish battery assembly plant in Nakhon Ratchasima province, target cod 1H23, aims to boost capacity to 1GWh by eo-FY26. Comment: I just wonder where they’ll source the raw materials for this to ensure competitive pricing? BEM’s retail subsidiary, BKK […]
Read More →Stocks in the news (gulf, inset, jas, ske, sflex, tisco) 18.01.22
GULF in MOU with Binance Holding to study a digital exchange in Thailand. Comment: Blockchain energy trading? INSET expects windfall from cypto & metaverse boom, sets Bt1b budget to expand data center & cyber security business. Comment: One dream we have is that Thailand is permitted to become the crypto/token hub of the region. HK/China […]
Read More →Stocks in the news (ap, cpf, com7, cpn, drt, gulf, ktc, major, ori, sflex, ssp, tidlor) 01.10.21
AP will launch 1,237 units high-rise projects under jv Mitsubishi Estate, LIFE Rama4-Asoke, worth Bt6.7b, pre-sales kick off October 16. CPF announced buyback up to 400m shares or 4.65% of paid-up under Bt10b budget from October 15 till April 14,22, estimated FY22F EPS +3-5% if program successfully executed.CPF’s HK whole-owned unit, CPFI, proposed to take […]
Read More →Management Trades 09/08 – 13/08
Notable transactions Buy(s) THB 44.6 mn SABUY – The CEO and major shareholder bought a few more shares. Sell(s) THB 250 mn SFLEX – The SFLEX owner dumped a stake to the COM7 owner, who appears to be desperate to move his capital around. Or is he building a network of holdings that will benefit […]
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