Management Trades 20/03 – 24/03
Notable Transactions Buy(s) THB 265 mn Sell(s) THB 159mn
Read More →Tag: tps
Stocks in the news (auct, btsgif, gulf, mbk, nvd, teka, thg, tps) 14.11.22
AUCT sees positive momentum thru auction yard driven by repossessed vehicles from auto title loan segment, eyes 5-10% revenue growth target next year. Comment: The selling price of the cars don’t matter, what matters is volume for AUCT. But remember all those years ago how they talked about they could potentially apply their skillset to […]
Read More →Stocks in the news (aie, egco, gpsc, pf, stark, synex, tfg, tps) 27.09.22
AIE sees 3Q turnaround from lower biodiesel production costs as palm oil price drops 30% yoy, expects sales volume accelerates in 4Q on holiday season. EGCO raised 10% holding in 2 wind farms (Chaiyaphum 80mw & Theppana 7.5mw) to be sole owner post transactions, will realize immediate contribution from 3Q. GPSC completed transaction of US$500m […]
Read More →Stocks in the news (ace, true, dtac, psl, threl, tps) 11.08.22
ACE sees solid growth momentum in 2H and on track to meet >Bt6b revenue target this year, signs MOU to supply electricity to Asia Clean IE in Chonburi and to join bid for community waste power plant. NBTC board postponed decision on TRUE-DTAC merger, need more info, while consumer advocates petitioned the Norwegian embassy in […]
Read More →Stocks in the news (cpw, gulf, intuch, snnp, svt, tps, ttcl, wha) 03.02.22
CPW upbeats 1Q earnings from mobile & gadgets sales supported by shopping tax rebate stimulus, U-Store branches thru universities, online sales & additional sales network from 56 outlets of IBIZ Plus. GULF & INTUCH signed agreement with Singtel to jointly develop & operate data center in TH. Comment: Perhaps a reframe is needed for Gulf, […]
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