Tag: thai stock exchange
Stocks in the news (advanc, caz, ivl, smt, tta, tu) 04.11.22
ADVANC: 3Qnp at Bt 6.03b -5.4% yoy; missed Bt 6.42b consensus, core service revenue +1% yoy; -0.5% qoq as inflation eroded purchasing power on price sensitive mobile users. Comment: Far better than DTAC & TRUE…for now… CAZ: awarded 2 construction contracts total Bt 143m. IVL: joins bidding race against Bain Capital & CVC for PET […]
Read More →Stocks in the news (cpn, pttep, noble, siri, sky, ttb) 03.11.22
CPN: plans Bt 14b investment in 2 mixed-use projects in Nakhon Sawan & Nakhon Pathom provinces, target cod both within 1H24. Comment: And they’re going to conquer it all. PTTEP: reaffirms solid 4Q from higher Oil & Gas sales volume from Arthit, Erawan & Bongkot fields, tailwind from Algeria Hassi Bir Rekaiz projects, seeks to […]
Read More →Stocks in the news (bcp, bh, btg, kkp, sti) 02.11.22
BCP: subsidiary, OKEA ASA, completed 3 O&G fields transfer from Norway O&G operator, Wintershall Dea, will realize revenue from November 1. Comment: Not sure on the pricing, but it’s going to be a great few years for O&G (main risk is if the american government allows o&g firms to start drilling again….) BH: cod-ed corneal […]
Read More →Stocks in the news (aai, asian, bbl, prm, snnp, vranda) 01.11.22
AAI: ASIAN’s pet food unit, Asian Alliance International, debut IPO 637.5m shares at Bt 5.55 apiece, Tisco & UOBKH joint-leads. Comment: And that’s how you do an IPO pump. BBL: expects FY22 loan growth near double digits vs 4-6% previous projection, target 2-4.5% for FY23 (1-1.5x of FY23F GDP growth), NPL & provision likely to […]
Read More →Random Thoughts…
Inflation/supply chain A silly analogy however every once in a while Ill enjoy an overpriced (but fantastic) coffee for 120 baht. Recently the price has increased to 140, why? According to the staff it’s because finding fresh cow milk is harder than before. This doesn’t apply just to them, the average coffee that I buy […]
Read More →Stocks in the news (awc, banpu, leo, m, singer) 31.10.22
AWC: sees YTD avg room rate about Bt 5k/room/night vs Bt 4.2k FY19, avg OCC double to 60% vs 30% during the peak of outbreak, APEC meeting in BKK bolster demand & reservations. Comment: All of my friends have been commenting that hotels in Thailand have become stupidly expensive, and why not? The competition is […]
Read More →Market Update 31/10
I’m finally happy with PTTEP. It’s been 2 years and now it’s finally being recognised…took the market long enough…banks #s are out, and surprise surprise, growth!!!!!!!!!! (in their profits), this trend is continuing…tourism? Have you seen the latest stats, already at 1.3 mn for the month of September. Run rate is already back to where […]
Read More →Management Trades 24/10 – 28/10
*It’s earnings season….nothing major should happen until the 3rd week of Nov Notable Transactions Buy(s) THB 3 mn N/a Sell(s) THB 1.8 mn N/a
Read More →Stocks in the news VN 24/10 – 28/10
Week 24/10 – 28/10dgc.vn, msn.vn, pc1.vn, tcb.vn , vic.vn, vjc.vn, vhm.vn Company NewsDGC VN: announced its business plan for Q4 with total consolidated revenue of VND3,299 bn (-5% YoY), PAT of VND1,100 bn (-21% YoY). Comment: They’ve had a good run in the past 2 years purely due to the commodity price rises. Granted its […]
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