Tag: vietnam
Stocks in the news VN
Week 04/03 – 08/03 Company cii.vn, dgw.vn, fpt.vn, gvr.vn, hsg.vn, kbc.vn, nab.vn, nvl.vn, vcg.vn, vtp.vn CII VN: registered to buy 5 mn shares to increase ownership at NBB. Expected transaction implementation time is from March 7th to April 5th, 2024. DGW VN: approved a short-term loan plan at TCB, maximum term of 4 months, total […]
Read More →Stocks in the news (bpp, gunkul, ip, ptt, tidlor, true) 08.03.24
BPP in talks to buy gas-fired power plant in the US by end of 1H, mulls 25-30% stake of the project, sets $ 500m capex between FY24/25 for M&A and energy project, target 5,300mw by end of FY25 (4,500mw fossil & 800mw renewable) from current 3,632mw & 385mw. GUNKUL upbeats earnings visibility from Bt4.8b backlog […]
Read More →Stocks in the news (aot, bay, bgrim, centel, cpall, cpn, prm, tpoly) 07.03.24
AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]
Read More →Stocks in the news (bam, kjl, mono, scn, cho) 05.03.24
BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]
Read More →Stocks in the news (asian, inset, nat, nrf, oto, sappe) 04.03.24
ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →Market Update 04/03
Earnings season is done. Want to know how it looked? Voila below As for the market…well…let’s see, dividend season is coming, I’m seeing several names with 6-10% yields that are interesting. Overall flow remains rubbish…and as superman mentioned to me…cookie munster (IVL) seems to have start selling, feels like Papa has come back to the […]
Read More →Management Trades 26/02 – 01/03
Earnings season is done, and management/directors are going wet & wild with their buying (or dumping…) Notable Transactions Buy(s) THB 90mn Sell(s) THB 35.3 mn
Read More →Random thoughts: Commodity cycle investing, Thai earnings co notes
On the road for 4 of 5 weeks – great time for random thoughts and notes… Commodity cycle for dummies Owned the commodity names from 2020-2023, then own the capex beneficiaries of the commodity names from 2024-2027, then own the names that benefit from the decline of commodity prices as supply hits the globe, 2028-2035, […]
Read More →Stocks in the news VN
Week 26/02 – 01/03 CORPORATE NEWS – ctg.vn, gvr.vn, kdh.vn, hax.vn, hcm.vn, mwg.vn, nvl.vn, pvt.vn, szc.vn, vic.vn CTG VN: wants to retain more than VND16,400 bn in profit in 2022 to pay dividends in shares. Comment: ………….. someone has to do an exercise to see how many shares have been issued by vietnamese companies as […]
Read More →