WHTW Top 10: 21/10 – 25/10
Bonus 1 Tourism: Lisa Manoban, a world-renowned Thai artist, has been confirmed to perform at TH Countdown 2025 event in BKK, Tourism Ministry.
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Stocks in the news (advice, inset, master, ptg, tfg) 25.10.24
ADVICE sees recovery in IT business despite delay in Windows 12 launches to mid-2025, see 10% avg sales growth per branch yoy, but overall growth this year may miss 10% target due to sluggish 1H, while solar cells installation service to officially launch in Nov. INSET in talks with 3-4 new clients building data center […]
Read More →Stocks in the news (aura, btg, samart, stec) 24.10.24
AURA sees solid growth in 2H24, on higher margin between domestic and global price, while elevated gold price had more than helped low seasonal in 3Q. Comment: It’s not a true gold play, it’s a gold financing/retail play with low NPLs BTG sees continued momentum in 3Q earnings, on higher swine price and lower animal […]
Read More →Stocks in the news (amata, auct, bdms, cococo, ktb, egco, nrf) 22.10.24
AMATA to wrap up 300-500 rai land sales, boosting FY24 sales to all time high, with current backlog to realize until 2026. Comment: That’s nothing…WHA is spanking them. AUCT to start auctioning of 2nd hand E-Bike and EV, with 30 in 1st lot on Oct 26. Comment: This will set the secondhand price in the […]
Read More →Stocks in the news (cpf, gfpt, lts, shr, thg) 21.10.24
CPF & GFPT are expected to recovered windfall from surged chicken exports order to JPN aft first bird flu outbreak of the season found at poultry farm in Hokkaido. Comment: Everyone will be massively surprised by how great the margins are from GPFT and CPF’s (core business) for the 3Q LTS signed exclusive dealer with […]
Read More →Market Update 21/10
GULF & ADVANC are up 50%, True +100%, own the cartels… It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT […]
Read More →Management Trades 14/10 – 18/10
Notable Transactions It’s a quiet week and will continue to be quiet as it’s earnings season… Buy(s) THB 8.7 mn Sell(s) THB 1.7 mn
Read More →Stocks in the news (bbl, crd, itc, maguro, moshi, mcot) 18.10.24
BBL: 3Q net profit @ Bt12.47b, +9.9% yoy, beats Bt11.44b consensus, thanks to better than expected NIM, investment gains and strong non-NII recovery, lower LLP qoq. Comment: Balance sheet is average still…but if BBL is struggling…just imagine how everyone else is doing… CRD sees strong 4Q driven by waste collection biz in Chiang Mai and […]
Read More →Stocks in the news (aot, bbl, ktb, thai, sak, qhpf, ttcl) 17.10.24
AOT: ITA Airways extends direct flights btw Rome-BKK beyond winter schedule that end on Mar 27, 2025 to offer year-round service. Comment: Death of tourism blah blah, this is thailand, I saw the phuket tsunami disaster first hand and tourism increased 10x. BBL & KTB are expected to benefit from lower NPL after Thai Airways […]
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