Liquidity in the market has dropped by some -20-30% since the news of the naked short selling hit the market. So…that’s a good rough guesstimate of how much impact those funds had on the Thai market. Thailand continues to be a dog of a performer with the index still -16% for the year, but could […]
Read More →Notable Transactions Buy(s) THB 190 mn Sell(s) THB 368 mn
Read More →Week 20/11 – 24/11 baf.vn, bsr.vn, kdc.vn, pnj.vn, vhm.vn, vic.vn Company BAF VN: has approved a plan to issue more than 68.4 mn shares via private placement to existing shareholders at a price of VND10,000 per share. BAF VN: was approved to list a bond batch (BAFH2225002) of VND300 bn. Comment: So more equity…again…but this […]
Read More →AAV: boost domestic flights from 87 to 105/d to accommodate travel demand on holiday season. Comment: This will go some way to alleviating high domestic ticket prices, and the scale increase should help AAV. ASIAN: cuts full year revenue target to Bt9.7b -14% yoy, weak topline on sluggish frozen food sales outweigh improve tuna export […]
Read More →ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB. CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex. Comment: Look at the rates the strong hotel players […]
Read More →AKR reaffirms big jump 4Q from strong transformer sales as demand grow on the back of renewable expansion from corporate, upside from EPC project, Bt700m backlog pending to realize, keeps 15% full year revenue growth target. Comment: This industry, transformers and substation providers are going to make $ if the country continues to go down […]
Read More →BGRIM inked deal Petronas Lubricant Int’l to jointly expand market in TH, explore energy solution in Thailand & Southeast Asia. CPN upbeats earnings visibility from project in the pipeline pending to cod, new malls & expansion of non-retail to be growth drive, Central Westville on track to cod next week (Nov 29), Central Nakhonsawan mall […]
Read More →AWC expects positive earnings momentum carry thru 4Q driven by strong OCC & RevPar on high season, larger food outlets & hotels network both qoq & yoy, newly coded Intercontinental Chiang Mai Mae Ping & Marriot Chiang Mai to boost earnings. BANPU sees coal & natural gas price ascending from surged demand for heat during […]
Read More →Earnings season is over and just look at the number of buy’s by management/directors Notable Transactions Buy(s) THB 809 mn Sell(s) THB 25mn
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