Management Trades 17/04 – 21/04
Notable Transactions Buy(s) THB 44 mn Sell(s) THB 0.3 mn
Read More →Tag: thai equities exchange
Stocks in the news VN
Week 17/04 – 21/04 Companybaf.vn, eib.vn, fpt.vn, msn.vn, nlg.vn, nvl.vn, pdr.vn, phr.vn, pow.vn, pdv.vn, ssi.vn, vcb.vn, vhc.vn, vhm.vn, vgc.vn, vpb.vn, vre.vn BAF VN: announced implement the second public offering of bonds. In which, the second batch of bonds includes 3 mn bonds with total mobilized value of VND300 bn. Comment: Fingers crossed it all goes […]
Read More →Stocks in the news (bts, chg, dimet, hl, ihl, proud, symc) 21.04.23
BTS sees no material impact from Bt300m invested in 100m shares of STARK @ Bt3 average. Comment: They’ve had to face a fair bit in the past 6-9 months, JMART, JMT, SINGER all crashing, then the news from the government not paying followed by this STARK. CHG sets up CSG Wellness Center Samutprakarn to capitalize […]
Read More →Stocks in the news (awc, hmpro, ilm, jmart, leo, stark, shr, tse, wice) 20.04.23
AWC will reopen its Pantip Pratunam IT Centre, which will be rebranded as AEC Food Wholesale Pratunam in June this year. Comment: End of an era, that’s where we used to buy conterfeit pc games, movies, and computer parts to build out our own pc’s back in the late 90s to early 2000s HMPRO upbeat […]
Read More →Stocks in the news (ap, bcp, bgrim, centel, glory, gpsc, planb, maco, ktc, siri, snnp, true, tsr, ttb, ziga) 19.04.23
AP’s 1Q presale reached Bt11b, Bt41.4b backlog, sees momentum into 2Q with 17 projects worth Bt22.1b. BCP to expand its energy logistics business thru its unit, BKK Fuel Pipeline and Logistics (BFPL), to provide oil transport services thru pipelines. Comment: Where pump? Let’s see after 1Q earnings, the market is looking weak. BGRIM debuts 1st […]
Read More →Stocks in the news (aot, bjc, ch, chg, ktb, rs, sc, spali, teka, tidlor, tisco) 18.04.23
AOT reported 2.37m passenger traffic during Songkran holiday, SAT1 concourse at SIA to cod by 4Q23 (end of Sept), mulls opening auction for commercial developer to develop 290 acres land to boost non-aero revenue. Comment: I’m still of the viewpoint that 2H23 is going to look incredible and that 2024 people will be surprised by […]
Read More →Stocks in the news (bgc, dmt, ditto, forth, jasif, mbk, seaoil, smk, threl) 17.04.23
BGC reaffirms solid turnaround from robust demand for F&B packaging from improved local consumption & tourism, tailwind from Songkran festive & domestic travel stimulus, wider margin from lower energy costs, eyes 10% full year revenue growth target. Comment: Earnings haven’t gone anywhere for the past 5 years, and Singha group has an issue since the […]
Read More →Market Update 17/04
It’s still going to be a sleepy period for the Thai market, the country is effectively on holiday until the 2nd week of May and it’s earnings season with the financials starting, nothing pretty expected yet…they have to finally start writing off all the bad loans from the covid era…
Read More →Management Trades 10/04-12/04
Notable Transactions Buy(s) THB 540 mn Sell(s) THB 128 mn
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