Tag: viet shares
Stocks in the news (prm, tu) 16.02.24
PRM: will takes delivery of 2 vessels (crew boat & AWB) in 1H, upbeat outlook from improve traffic on O&G transport supported demand for travel, support vessels for O&G EP, eyes 10% revenue growth target. Comment: And yet the share price never really ran. TU: bondholders approved change to interest coverage ratio & proposal to […]
Read More →Stocks in the news (bgc, bcpg, nat, sav, tfg) 15.02.24
BGC: teams up Singha Corp to acquire 26% stake of Bangkok Can Manufacturing, a subsidiary of JPN Toyo Seikan (TSG), seeks to expand upstream to packaging material, branch out from glass & PET bottle to aluminum can & tin lids for beer & beverages. Comment: Well of course they are “teaming up” they’re the same […]
Read More →Stocks in the news (centel, euro, mc, jpark, tkn) 14.02.24
CENTEL: is expected to be the main beneficiary from extend Thai traditional holiday to 5-days in Apr after government declared extra holiday on Apr 12 for government offices & state agencies thanks to vast hotels coverage across country, upside from F&B unit (CRG), Thunhoon. Comment: Well no…but fine. EURO: home decorative products distributor, Euro Creations, […]
Read More →Stocks in the news (aot, bjc, ori, susco) 13.02.24
AOT: will raise passenger service charge (PSC) from Bt 700 to Bt 730/passenger for international departures & from Bt 100 to Bt 130 for domestic starting Apr 1. Comment: Well that’s an instant bid…. BJC: reaffirms solid 1Q driven by robust sales of consumer goods supported by CNY spending, international travelers, shopping tax rebate stimulus […]
Read More →Stocks in the news (aot, bbl, chow, gpsc, global, mill, mint, sccc, spali) 12.02.24
AOT sets Bt9b capex to expand East terminal, adding 66k sq.m. to up SIA capacity to 60m psx p.a. from current 45m, expects to open bid within Apr-May, begin construction in July, target completion within 2 years. AOT’s expected to report after close Bt5.1b 1Q24 (ending Dec 23) consensus. Comment: People forget that AOT had […]
Read More →Management 05/02 – 09/02
Notable Transactions Buy(s) THB 13 mn Sell(s) THB 4 mn
Read More →Market Update 12/02
Thailand only has to drop another -60% and then it’ll be trading at the same valuation as Hong Kong – that’s how bad that bear market is…perhaps this is the best bull argument for Thailand. this country isn’t as $hit as HK and Chyna.
Read More →Stocks in the news (asw, credit, fsmart, mint, ptt, rbf, sc, thcom, vranda) 09.02.24
ASW sets Bt8.7b revenue target this year, Bt19.5b backlog, starts transferring 9 projects worth Bt14.7b, sets Bt17.8b presales, 12 new projects worth Bt25.92b. CREDIT: Thai Credit Bank debuts IPO 254.12m shares at Bt29 apiece, CIMB (TH) leads. Thai Credit bank (CREDIT) sets 20-30% loan port growth p.a., 9M23 NIM at 8.2%, highest among peers and […]
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