A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
Read More →I mean, look at how $hit that is. Outside of a crisis period….I think this is one of the rare times that I’ve SET near 1x BV.
Read More →Notable Transactions Buy(s) THB 582 mn Sell(s) THB 133 mn
Read More →Week 10/06 – 14/06 Company bid.vn, csv.vn, ctr.vn, dbc.vn, kbc.vn, hdb.vn, hvn.vn, mwg.vn, pow.vn, tcm.vn, vib.vn, vic.vn, vhc.vn BID VN: plans to sell a batch of bonds with a total value of VND 3,741 bn as of April 15 issued by HAGL, the starting price will be equal to the bond value with interest at […]
Read More →Bonus 10:
Read More →BA mulls adding >20 new planes, including A220 and B737 MAX7, taking total to >30 by 2029, preparing for rises in Samui traffic from 50 to 73 flights, with Bt1,500m capex to upgrade Samui airport. Comment: Are they getting these deathtraps for free? BJC-TIDLOR-ITC are among top candidate to be added in SET50 for 2H24 […]
Read More →BAM sees 2Q turnaround on improved cash collection, eased jitter on NPA sales aft resolved loan rejection issue from fin institution, jv distressed assets management with Government Saving Bank (GSB) supported earnings. Comment: When the government starts spending => the banks will start lending => these names will take off again. EPG sets Bt466m capex […]
Read More →CPN plans to expand luxury zone at Central Phuket Foresta from 2k sqm to 8k by 2026, sees daily avg traffic above 50k/d 30% above pre-Covid level, while database of the group’s loyalty program indicated that Central Phuket customers have the highest spending per person among CPN malls nationwide, with wealth segment customers spending up […]
Read More →AOT: TAT anticipates surge in tourists arrival in 2H after collab with airlines to offer holiday pkg or special airfare for long-stay travelers, Air Canada agreed to launch long-stay airfares btw Vancouver-BKK from Oct. For EU winter schedule, Iberojet, a Spanish-Portuguese charter, will operate 7 charter flights a week between Madrid & BKK, Condor, German […]
Read More →KTB anticipates transaction increase from surging tourism participants in secondary provinces stimulus, offering Krungthai e-tax invoice & e-receipt service to support operators from May till prog end in Nov. LHSC’s unit holders approved investment in additional assets, Terminal 21 Pattaya mall project, value not exceeding Bt 5.7b. MAJOR upbeats 2Q earnings from strong ticket sales […]
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