Management Trades 25/12 – 28/12
These directors and management teams were still active in the last week of 2023. They all needed to fund their holidays in Japan. Notable Transactions Buy(s) THB 286 mn Sell(s) THB 249 mn
Read More →Tag: vibha
Random Thoughts: Market changes, MSCI/FTSE, Folklore
A (sort of) New SET calculation After years of sitting on their butts the exalted individuals that are running the SET have instead of deciding to fix the free float requirements of joining the SET50 (hello DELTA), instead they are going to launch a brand spanking index that will take into account the free float […]
Read More →Stocks in the news (ah, delta, demco, htc, ksl, rml, scb, vibha, winmed) 16.06.23
AH expects to register another record high revenue this year above Bt32b, +15% yoy driven by new parts orders for global market models from auto makers, backlog from existing clients, OEM sales & EV chassis assembly for 2 models for Vinfast, improve operation from subsidiary in Portugal, in talk BYD to secure EV parts orders. […]
Read More →Stocks in the news (oil, banpu, princ, ptg, stpi, tm, tpoly, vibha) 09.03.22
Government to hold meeting today to assess strategy to deal with rising oil price, may consider raising natural reserve to >60d currently and look for ways to delay paying subsidies to oil traders to preserve state oil fund’s cash. Comment: Not company news I know, but these fukwits rejected the opportunity to buy more oil […]
Read More →Stocks in the news (asian, auct, bh, makro, noble, ori, rjh, tmi, tqr, vibha) 09.07.21
ASIAN sees positive sales momentum continue 2H from ready-meal, frozen foods & pet foods exports, higher THB revenue from weak currency & contribution of exports (75% to total sales), frozen fried foods production line cod 3Q21, additional capacity from pet food cod 1Q22, mulls tapping in EU market, target FY21 revenue growth >10% above Bt9.5b. […]
Read More →Stocks in the news (ap, awc, egco, kbank, kkp, tisco, top, singer, sisb, synex, vibha) 11.06.20
AP to transfer 11 JV condo projects under LIFE Asoke-Rama-9 in August, after 95% sold. Comment: This will be interesting to watch. AWC: GIC cuts holding by 0.187% to 4.8684% of total outstanding on Monday (June 8), SEC filing. EGCO sees no impact on power gen from C19, 640mw offshore windfarm in Taiwan (25% holding) […]
Read More →Stocks in the news (aot, cbg, ck, itd, stec, bts, ratch, ea, lh, mint, robins, tmb, vibha, zen) 24.09.19
AOT’s board gave nod to open bid for duty-free pick up counters at Suvarnabhumi and Don Mueang this December. CBG upbeats 2H earnings from new launch Carabao Green Apple energy drink sales, wider margins from in-house canning unit, improved bargaining power, and narrower loss from UK operation, firms on Bt2.3b FY19 revenue target. Comment: So […]
Read More →MSCI Thailand Changes
And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-) DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA
Read More →Stocks in the news (advanc, aot, beauty, fsmart, lhbank, mtc, seafco, smpc, tpch, vibha) 18/02&20/02
ADVANC ADVANC to trade Bt3.30 XD on Wed 20Government says it needs time to consider whether delaying bidding on 5G Comment: It would be ridiculous if the government approves a postponement of payment for the 4G license bidding. Except for TRUE (which is a financial basket case), DTAC and ADVANC make plenty of CF. AOT […]
Read More →Random Thought: Hospitals
And so the government has decided to act on the hospitals this time around. What’s the event? On January 9, 2019 Minister of Commerce, Mr Sontirat Sontijirawong, is due to propose adding medical products, medical supplies, and medical services to the Department of Internal Trade’s (DIT) list of products subject to price controls. In fact, […]
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