Management Transactions 15/07 – 19/07
Notable Transactions Buy(s) THB 612 mn Sell(s) THB 83 mn
Read More →Tag: tritn
Stocks in the news (acg, bcp, delta, gulf, intuch, perm, prm, tnp, tritn, utp) 21.04.21
ACG upbeats outlook after branching out from auto dealership to maintain services business as drivers opted to fix rather replace amid outbreak, will open 2nd branch in May, target 6 garages by end of year. The Fed of Thai Industries (FTI) suggests the government use BCP petrol stations and factories nationwide as vaccination locations to […]
Read More →Stocks in the news (aav, bam, bgrim, gulf, jmt, psh, sappe, spali, tk, tpoly, tritn) 29.06.20
AAV to resume all 25 domestic routes by July, sold 41K seats in a single day on June 23 Comment: And today they’ve launched a pay one-time 2,999 for 6 months special deal. BAM mulls selling Bt25b CD, funding NPAs acquisition in 2H, sees lucrative opportunities in tourism segment. Comment: Would be amusing to see […]
Read More →Stocks in the news (asap, jkn, gunkul, nwr, pf, tritn, whaup) 16.06.20
ASAP expects windfall from domestic tourism stimulus package, will add 2k vehicles to replace outgoing fleets to used car portfolio. Comment: Sure it will help some, but at the end of the day, international tourists are a significant portion of rentals. JKN raises capex for new contents to Bt1b from Bt800m, on strong prospects for […]
Read More →Stocks in the news (ah, amata, bgrim, chayo, cpn, ea, gunkul, lph, m, tqm, tritn) 02.12.19
AH sets >10% revenue growth target next year after stripping off SAGUSA and oversea sales growth, firm on 10% revenue growth target this year, albeit lower yoy. Comment: Hmmm I wonder acquisitions they will try to pull off next AMATA expects IE land sales momentum carry thru FY20 driven by transfer of backlog at Amata […]
Read More →Stocks in the news (amata, bjc, ck, itd, stec, uniq, ner, pr9, scb, svi, tcap, tritn, tse) 25.04.19
AMATA sees positive momentum 2Q from strong demand for IE land from Chinese investors, expects sales jumps 2H from additional contracts signed, 60% of Bt3.6b backlog to realize this year, sets Bt100m budget to estimate IE in Myanmar. Comment: There has been zero momentum from AMATA… BJC pays Bt0.55 dps, XD May 21, will debut […]
Read More →Stocks in the news (adb, advanc, crane, dtac, epco, fsmart, gulf, pstc, pttep, selic, tritn, wha) 17.09.18
ADB ADB expects adhesive and sealant demand to grow in 2H18. It plans to expand both in domestic and foreign markets. It is controlling cost to keep gross margin stable. It reported 1H18 earnings of Bt16.43mn, +1,225%. (Thun Hoon, 17/9/18) Comment: Magical numbers… ADVANC ADVANC expects service revenue to grow 5-7% this year. It is […]
Read More →Stocks in the news (ba, banpu, esso, global, itel, mega, sat, sena, spa, sun, super, tm, trc, tritn) 11.06.18
BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]
Read More →Stocks in the news (acap, amata, ap, banpu, bpp, br, cbg, ck, ilink, itel, pk, qtc, smit, sricha, tritn, uv) 23.05.17
ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]
Read More →