Tag: spali

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Management Trades 24/02 – 28/02

Notable Transactions Buy(s) THB 162 mn Sell(s) THB 1.4 mn Note: I would not be surprised to see more management buying over the next few months

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Stocks in the news (ama, lh, spali, tkn) 05.02.25

AMA eyes 10% FY25 revenue growth target driven by higher contribution from onshore transport unit, AMA Logistic, after added 30 vehicles in 4Q24 to 334 units, upside from plastic beads transport TSSK Logistics (67% holding) and strong utilization rate on 8 marine tankers, seeks to branch out to thermal control logistic, warehouse business to diversify […]

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Stocks in the news (mint, pin, pis, scb, sis, spali) 20.01.25

MINT inked deal with Sichuan Dexinhousheng Enterprise Management to develop 111-key Anantara Xiling Snow Mountain Chengdu Resort, the 3rd resort to launch in China under Anantara brand aft Anantara Guiyang & Anantara Xishuangbanna, target cod Oct 2025. Comment: They’re just impressive in their ability, despite balance sheet issues, to continue growing and growing. Now what […]

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Stocks in the news (crc, leo, rojna, spali, thg) 28.11.24

CRC plans to allocate higher marketing budget for equity and sustainable campaigns, shifting from price promotion, after latest initiative raised >Bt2.5m for Cardiac Children Foundation on TH. Comment: Can we drop the use of the word “sustainable”, what on earth is a sustainable marketing campaign? LEO sees solid 4Q on revenue recognitions from various new […]

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Stocks in the news (bbl, bcp, egco, ivl, mc, spali) 03.09.24

BBL is expected to benefit from jump start investment and global recovery as overseas loans account for 26% of loan book, 28% of total loan came large corporate clients while working cap loans account for 44% of total loans should enjoy positive impact from economic recovery. Comment: It is fascinating to see that BBL arguably […]

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