Management Trades 15/05-19/05
Notable Transactions Earnings season is over and they’re all back to buying/selling Buy(s) THB 287 mn Sell(s) THB 1 bn
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Stocks in the news VN
Week 15/05 – 20/05 bwe.vn, ctr.vn, dcm.vn, dig.vn, fpt.vn, msn.vn, nvl.vn, sab.vn, vhc.vn, vic.vn Company BWE VN: recorded, in April, revenue of VND400 bn and PAT of VND85 bn. For 4M2023, total revenue is VND1,082 bn and PAT is VND226 bn (-10% and -15% respectively YoY), completing 27% of the revenue plan, 31% of the […]
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 (beyond, ch, ilink, rs, sawad, tasco, tkn, whaup, uac) 18.05.23
BEYOND sees higher revenue yoy, sets Bt2.8b service revenue, +31% yoy, sees growth momentum in 2Q, expects to sell 52 rai of land in Rayong worth Bt600m by end of year. Comment: Ahhh this name, so remember this is the reverse IPO of the four seasons hotel project @ the river into a mining co, […]
Read More →Stocks in the news (advanc, bem, glory, hemp, kjtc, qtc, rs) 17.05.23
ADVANC sees 5G subscribers exceeding 15m by end of year, on optimism of election, boosting spending and tourism, sees no impact from MFP led coalition to its takeover of 3BB. Comment: Undoubtedly their position is secure as the #1, no wait #2? player in the country. BEM sees positive ridership momentum continue from avg 500k […]
Read More →Stocks in the news (aav, chayo, imh, irpc, ratch, sgp, snnp, tu) 16.05.23
AAV sees Apr load factor >90%, 80-90% for the first 2 weeks of May, supported by 3 new routes from Chiangmai to Beijing, Hangzhou & Changsha, aims to secure at least 10-15% market share from Chinese travelers visit Thailand. Comment: The Red wave is coming. CHAYO anticipates Bt150b NPL flooding in the system 1H23, allots […]
Read More →Stocks in the news (ace, amata, cbg, hemp, osp, pcc, sak) 15.05.23
ACE signed 2 waste power PPA combined 15.75mw. AMATA mulls listing utilities services business, Amata Strategic Holding 1, under restructuring plan, will offer no more than 30% of paid-up and list on SET. Comment: It’s a great CF business here… CBG anticipates meaningful turnaround 2Q supported by lower aluminum & energy costs, improved energy drink […]
Read More →Market Update 15/05
Thailand has gone orange, the wave that started with Chadchart dominating in Bangkok is continuing with the Move Forward party winning throughout the country. It’s a beautiful slap in the face for the incumbents – Pheu Thai & the military and friends. Earnings season is about to finish (today!), a summary will come later in […]
Read More →Management Trades 08/05 – 12/05
Notable transactions Buy(s) THB 8 mn Sell(s) THB 4 mn It’s earnings season, so nada….next week expect to see a lot happening…
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