AAI: local fund, KSAM, raised holding by 0.0951% to 5.0384% of total outstanding on Mon (Nov 14). Comment: Need to spend more time looking into this name, but it’s been the key driver for ASIAN ADVANC to proceed with TTTBB, JASIF investments, said its board, t/g to boost its BB subs base to 4.4m from […]
Read More →Notable Transactions Buy(s) STARK – This Director buys a chunk of shares. JMT – And the founder keeps buying and buying. Sell(s) THG – Well since the founder has been kicked off the Board and Management by the SEC, his trades don’t pop up anymore
Read More →AOT reports 46m passenger this fiscal year ending Sept 30, higher than 43m forecast, sets 110m target for next year, which will depend on China relaxing travel curbs, sees back to pre-pandemic in 2024. Comment: And India…jesus christ, this country has to get its head of it a$$ and realise there are more indians than […]
Read More →AIE sees 3Q turnaround from lower biodiesel production costs as palm oil price drops 30% yoy, expects sales volume accelerates in 4Q on holiday season. EGCO raised 10% holding in 2 wind farms (Chaiyaphum 80mw & Theppana 7.5mw) to be sole owner post transactions, will realize immediate contribution from 3Q. GPSC completed transaction of US$500m […]
Read More →BBLAM, fund manager for JASIF, said its retail lease agreement is to be renewed every 3 years, as of now the conditions remain unchanged, including rev and dividend, while no impact from inflation and interest rate, Tabloid. Comment: JAS group seem to be playing around with all the co’s DOHOME sees double digit growth in […]
Read More →DOD reaffirmed 20% revenue growth target this year to Bt1,220m, on plans to exports >50 hemp supplements, sets Bt180m capex to expand warehouses and boost productivities. Comment: The quality of TH’s hemp supplements are rubbish due to the FDA requirements on the low THC levels. Barely has any medical use cases. GLOBAL forms venture with […]
Read More →ASIAN revised up FY22 revenue growth target to 19% from 12% after 1Qnp came Bt248m, +15% yoy, sales +35% yoy >Bt2.8b, upbeat outlook on frozen foods & pet food exports, weak THB boosted earnings. Comment: Been impressed by this. DOHOME firms on plan to add 5 outlets this year, sees 2Q SSSG ranging high at […]
Read More →AOT: Lufthansa & Qatar mull amp up flights to TH after CCSA scraps RT-PCR & Thailand Pass from May. Comment: Thailand has to get rid of this Thailand pass, the stupid testing protocols after arrival etc etc, but that’s just me screaming at the wall. BCH sees strong Covid services rev in 2Q from higher […]
Read More →BBL: SSO cuts holding by 0.1047% to 4.9202% of total outstanding on Feb 23 Comment: Silly – banks are going to rock and roll with their EPS figures for the next 12 months. EP’s 160mw wind farm projects in Vietnam on track to cod by eo-1Q, in talk partners to invest in 1,500mw gas-fired pp […]
Read More →GRAND: PAR changed to Bt 0.5 from 1, effective today. Comment: It looks like the old trend of whenever a stocks does a par split in thailand => upside, is gone. Several occurred over the past few years with minimal impact. But this trend still works in Indo, time to shift capital there :p GULF […]
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