Management Trades 10/6 – 14/6
Notable Transactions Buy(s) THB 582 mn Sell(s) THB 133 mn
Read More →Tag: tpipl
Management Trades 03/06 – 07/06
Notable Transactions Buy(s) THB 334 mn Sell(s) THB 89 mn
Read More →Stocks in the news (ba, ck, jpark, grammy, pttep, tpipl) 04.06.24
BA: reported advance booking (May-Dec) +13% yoy, sees 4Q air tix sales +35% yoy while load factor stays above 85% in 2H, firms on 10% FY rev growth t/g. CK: reaffirms 2Q turnaround supported by higher contribution from 3 main project coupled with higher dividend income from TTW, upbeat 3Q earnings from CKP’s hydro pp […]
Read More →Stocks in the news (asap, bafs, bgrim, ea, hft, hmpro, tpipl) 06.12.23
ASAP reaffirms big jump 4Q supported by robust car rental on holiday season, S-Curve from 51% holding in Changan EV dealership business (Eternity@One), expects 1k vehicles bk during 2 week event, Motor Expo 2023, Nov 30-Dec 11, firms on Bt3.8b FY revenue target, will add 45 showrooms next year. Comment: I’ve enjoyed my conversations w/ […]
Read More →Stocks in the news (aot, ap, chayo, fn, makro, mc, sbnext, sc, sisb, tpipl, tpipp) 07.06.23
AOT reaffirms solid start 1Q24 (Oct-Dec23) driven by full flight slots for IATA winter schedule starting from last week of Oct till last Sat of Mar. AP reports Bt18.8b 5M23 presales, account for 30% of Bt58b target this year, plans 38 projects in 2H worth Bt51.8b, firms on Bt57.5b transfers this year and Bt37.5b backlog. […]
Read More →Stocks in the news (bbik, bcpg, dmt, gunkul, ptt, s, scb, thani, tpipl) 28.11.22
BBIK to enter VN next year to offer corporate digital business solutions, and expand in Indonesia and England, sets >70% revenue growth target this year. Comment: They’re going to have repeat this performance for the next decade or so to defend the current valuation. BCPG sets Bt30b capex next year, mostly for oversea M&A, target […]
Read More →Stocks in the news (amr, chayo, cpn, dtac, ea, gfpt, ilink, mufg, nwr, rsp, tpipl) 01.07.22
AMR sets Bt2b revenue target, supported by Bt2b backlog, and plan to expand motorbike’s battery changer kiosk to 1,000 by end of next year. CHAYO reported Bt1.41b NPL & NPA acquired during 1H22, total distressed assets under management at Bt74.294b eo-1Q (Bt17.34b secured & Bt56.945b unsecured). Comment: Now lets see which bank will partner with […]
Read More →Management Trades 10/05 – 14/05
Notable Transactions Buy(s) THB 99 mn TIDLOR – Even I’m curious as to how these players are able to maintain these valuations, but c’est la vie at the moment. And this fella still likes the shares at the IPO price. TCAP – The Chairman buys THB 30mn+ Sell(s) THB 329 mn THG – A massive […]
Read More →Stocks in the news (acg, aot, awc, crc, gfpt, tfg, cpf, lh, sabina, sft, spcg, tpipl, xo) 27.11.20
ACG expects big jump 4Q from recovery sales from new launch Honda City hatchback & City hybrid, upbeats outlook on small & mid-size auto market as consumers prudent on spending. Comment: Love Honda’s but the overall industry trend isn’t that positive yet. AOT sees 47.91m passengers next year, rising to 110.88 in 2022, before getting […]
Read More →Stocks in the news (anan, banpu, bbl, cpn, d, dohome, jwd, scc, tpipl) 18.12.19
ANAN sees strong 4Q and momentum into next yr with 7 pjs ready to transfer and Bt37b backlog, of which Bt5-6b to transfer this yr. Comment: The share price is trading at 10x 9M19 earnings…so if 4Q19 is at the company suggests then it would be close to 5x, and then if they just maintain […]
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