ADB mulls production capacity of med-grade plastic compound, sealant for construction and plastic beads for cable to capture demand, eyes 30% sales growth target. AOT: Thai Lion Air plans to resume international flights from SIA in 2Q, will open BKK-Jakarta route to serve transit passenger to JPN & India. Comment: Now if only Thailand could […]
Read More →CII VN EquityCII only sold 3.53mn treasury shares out of 44.33mn registered shares at the average price of VND35,128/share from Jan 24 to Feb 22, thus reducing its stake to 40.8mn shares. Besides, CII also successfully sold 9mn shares of NBB Investment Corp (NBB VN) via order-matching and block trade methods from Jan 25 to […]
Read More →GLOBAL: reaffirms 15% FY22 sales growth target supported by shopping tax rebate stimulus in 1Q, positive SSSG yoy, contribution from Indonesia and Cambodia, mulls tap in Lao, Phil, Myanmar market. Comment: Consistently surprised by the growth in this industry throughout the region MTC: reported 3 tranches of CD total Bt 4b carrying interest rates of […]
Read More →{CII VN Equity} VIAC (No. 1) Ltd Partnership, which relates to BoD member Nguyen Hong Son, registered to sell 5.5mn CII shares via order matching and block trade methods from Feb 25 to Mar 25. If successful, its stake would be decreased from 3.01% to 0.71% (1.69mn shares). Comment: Here’s the amusing thing in VN, […]
Read More →DELTA: expects chips & parts shortage to improve 2H22, plans to invest US$ 120m for new plant in India & expansion in TH, eyes 10-20% revenue growth target, will curb costs to buffer margin. Comment: Still trading at 70-80x earnings….. SNC: anticipates 1H turnaround from recovery demand for account parts upcoming summer season, higher OEM […]
Read More →Given that I’ve been rather active in Vietnam for the past 6 years, I think it’ll be an interesting exercise for me to include a SITN for news from VN companies. As with the Thai ones, it’ll keep me on my toes, and perhaps you’ll get something out of it. {DGW VN} has approved to […]
Read More →AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route. Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days. GTB: wins contract to supply fire tube […]
Read More →BEM sees YTD average toll way traffic near pre-covid level 1m trips/day, expects MRT ridership gradually recovery from current 200k/day as virus eased, adding more visa contactless payment devices at tollway & MRT to boost traffic. Comment: Google Mobility shows that Thai’s visits to retail and recreation are higher today than pre-covid. But no one […]
Read More →So True & DTAC is effectively done now. Check. Now the last question is which management team is going to run it, if it’s Telenor then the combined entity will sky rocket in value, if it’s from the CP side then…well. It’ll be what it is. Commodities are still rocking and rolling & with countries […]
Read More →Notable Transactions I suspect that this coming week we’ll see more active management/directors’ buying/selling after all FY earnings are released Buy(s) THB 44 mn KCE – The Vice Chairman decides to take a stake after the company disappointed on #’s Sell(s) THB 24 mn MVP – A Director dumps. This comes after the stock was […]
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