Management Trades 07/11 – 11/11
A non-event week due to earnings season. Now that’s close to finishing, I assume we’ll see more activity this week. Notable Transactions Buy(s) Sell(s)
Read More →Tag: thai stock exchange
Stocks in the news VN
Week 07/11 – 11/11 Company News frt.vn, hpg.vn, kbc.vn, nvl.vn, shb.vn, vib.vn, mwg.vn, fts.vn, bsr.vn, dig.vn, pow.vn, bwe.vn, nvl.vn, baf.vn BAF VN: still intends to issue VND600 bn of convertible bonds without warrants, without collateral to the IFC (the World Bank member). The release time is expected to take place in 4Q22 or 1Q23. BSR […]
Read More →Stocks in the news (itel, scc, tkc) 11.11.22
ITEL: wins e-budget mgt system projects from Bureau of Budget total Bt 636.5m. Comment: And they keep winning every project that was spoken about 4-5 years ago. SCC: acquires 60% stake in waste management, Recycling Holding Volendam, for Bt 2.1b to enhance green polymer value chain. Comment: Doesn’t move the needle, but waste management has […]
Read More →Stocks in the news (ba, bbl, tli) 10.11.22
BA: brings back annual unlimited flights campaign, Elite/Elite Plus card, Bt120k pre-paid ticket for FY23, kick-off 11.11 campaign tomorrow to fill cabin. Comment: If you live in Samui or plan to fly to the maldives often, this seems like a no brainer…presume that this is for them to receive a massive cash infusion. BBL & […]
Read More →Stocks in the news (cbg, egco, ktc, mtc, pttor, sabuy, spali) 09.11.22
CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]
Read More →Stocks in the news (bbl, kliniq, jkn, tu, vl, wha) 07.11.22
BBL: credit cost is expected to descending lower from 4Q22 after set aside LLP in 2/3Q to tackle headwinds, NIM expansion from rate hike & repriced overseas loans able to offset soften fees & non-NII, 240% NPL coverage eo-3Q, CAR 18.2%, T1 15% reassure financial health. Comment: If you want a pure corporate play, it’s […]
Read More →Market Update 07/11
We’re still in the midst of earnings season and guess what…several companies are reporting better than what most have expected….people still forget that TH only opened up in May/June this year… B-b-b-but russian/ukraine, inflation, recession. Wasn’t 2020-2021 already economically awful for this part of the world? I don’t care much about a “US Recession” it […]
Read More →Management Trades 31/10 – 04/11
Notable Transactions Buy(s) THB 175 mn Sell(s) THB 195 mn
Read More →Stocks in the news VN
Week 31/10- 04/11 Company News vhg.vn , vpg.vn, vnd.vn VHG VN Trung Nam Construction Investment JSC targeted electricity sales at US$1bn in 2026, up from US$200mn last year, with EBITDA margin at 90%, co. said in a statement released at investor meeting in Ho Chi Minh City on Thursday. Trungnam Group planned to join bidding […]
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