Market Update 10/06
The mood on the ground is that … Thailand is rubbish, and the SET is mimicking this.
Read More →Tag: viet stocks
Stocks in the news (au, gfpt, htc, tiph, scc) 07.06.24
AU targets 10-15% CAGR over next 3 years, will add 10-20 branches & pop-up stores at tourist attraction locations, 1st branch in Cambodia on track to cod this year. Comment: One day they’ll figure out international expansion, one day… GFPT expects FY24 chicken sales volume jump yoy as US & EU clients revamp orders schedule […]
Read More →Stocks in the news (aav, asw, bch, epg, ktb, ptg, sun) 06.06.24
AAV will introduce direct flights from BKK to Indian city Tiruchirappalli in southern India, start on Sept 21 with 3 weekly flights, expects robust growth as Indian travelers make up 80-90% passenger of flights between India and TH with load factors avg at 88% , indicating India’s huge market potential. Comment: It’s time for incredible […]
Read More →Stocks in the news (ally, brook, btc, dusit, major) 05.06.24
ALLY: name changed to ALLY Freehold & Leasehold REIT, ticker unchanged, effective tomorrow. BROOK: ticker changed to BTC, co., name remain unchanged, effective tomorrow. Comment: They are not serious people. DUSIT eyes 20% FY24 revenue growth target driven by higher RevPar & ADR, expects avg FY24 OCC above 75% vs 70% in FY24 higher than […]
Read More →Stocks in the news (ba, ck, jpark, grammy, pttep, tpipl) 04.06.24
BA: reported advance booking (May-Dec) +13% yoy, sees 4Q air tix sales +35% yoy while load factor stays above 85% in 2H, firms on 10% FY rev growth t/g. CK: reaffirms 2Q turnaround supported by higher contribution from 3 main project coupled with higher dividend income from TTW, upbeat 3Q earnings from CKP’s hydro pp […]
Read More →Market Update 04/06
Today is the first real working day of the year for Thailand. January – People still celebrating new years Feb – Chinese new year Mar – They’re on the beaches still going oh la la April – hello songkran and they’re all off to go ohooooooooooo. May – Magical holidays, they’re off to Japan. 4 […]
Read More →Management Update 27/05 – 31/05
Notable Transactions Buy(s) THB 240 mn Sell(s) THB 37 mn
Read More →Stocks in the news VN
Week 27/05 – 31/05 cii.vn, dbc.vn, hbc.vn, hpg.vn, ita.vn, msn.vn, mwg.vn, nt2.vn, pow.vn, vcg.vn, vic.vn, Company CII VN: reported receiving the transfer of more than 7.8 mn NBB shares from CEE, increasing CII’s ownership ratio to nearly 50.4 mn shares, equivalent to 50.3% of capital. Comment: They’ve increased a stake in a … strange construction […]
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