Notable Transactions Buy(s) THB 640 mn III – The logistic boys are just going to rock and roll. SPALI – The family still continues to buy back their shares in the market. SAWAD – Her stock has been hammered as the market is worried about slowing growth rates and NPLs, she doesn’t seem to think […]
Read More →I love volatility – it’s not going away, the world is going nuts.
Read More →Galloping inflation hits recovery hope: Energy costs pushed headline rate to 5.28% in February. The Commerce Ministry expects headline inflation in March to stay at a high level, driven by a rise in energy prices after the cost of fuel and electricity accelerated in February at the fastest pace since 2008. Bangkok Post Department of […]
Read More →REE VN Equity According to the document prepared for the upcoming 2022 AGM, REE targets 2022 profit growth of 12-15% YoY. Besides, co. plans to pay 2021 cash dividend of VND1,000/share and 2021 stock dividend at ratio 100:15 in 2Q22. Moreover, co. also plans to sell its entire 1mn treasury shares to employees as ESOP […]
Read More →BANPU to increase investment this year by 58.5% to $1.3b, mainly in energy generation ($700m) and gas business ($500m), with internal cashflows. Intalks to buy new PP with capacity expansion to at least match last year’s 800MWs rise, coal sales 42-43m tons expected this year. Comment: It’s indo sub is paying out 25% divvy’s on […]
Read More →AP will launch 11 residential pj total Bt9.59b by eo-1Q (4 SDH & 7 townhome), pre-sales kick off Mar 26-27, maintained full year launch plan 65 projects total Bt78b (29 townhome Bt25.2b, 26 SDH Bt35.6b, 5 condo Bt13b & 5 projects upcountry Bt4.2b), eyes Bt50b full year sales, Bt47b revenue target. Comment: Remember that when […]
Read More →BWE VNBWE released its AGM materials that included 2022 NPAT guidance of VND750bn, which is 7% higher than its preliminary guidance and is based on a minimum water sales volume of 180 million cbm (+3% YoY) compared to our assumption of 12.5% YoY growth. CTR VNCTR released its preliminary January 2022 results with revenue and […]
Read More →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 →EE’s ready to speed up expansion in hemp business, in M&A and JV, with Bt600m capex to boost current crop from 50K, to deliver all canabis flower to JP at Bt7,500 to Bt20,000/kg depending on CBD percentage level. Comment: Here is the issue atm for the cannabis space, no one knows the market price, the […]
Read More →Right so perhaps enough of patting myself on the back for the commodity run, which was going to happen even without Russia/Ukraine happening. Now back to the fear of how compressed margins are going to be for plc’s should prices remain at these levels. Previous thesis was that plc’s were stronger than sme’s, cut costs, […]
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