Tag: vietnam

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Stocks in the news (alt, aot, jas, pin, pttgc, vranda) 22.11.24

ALT plans to roll out submarine cable station rental service in Satun province to support Data Center Interconnect (DCI) between Vietnam, Malaysia & Singapore. Comment: How could a company of ALT’s “standing” be considered for an important contract such as this? AOT: FY24 net profit (end of Sept) @ Bt19.18b, +119% yoy; missed Bt19.54b consensus […]

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Stocks in the news (asian, gunkul, itel, osp) 21.11.24

ASIAN revised down FY revenue target to Bt10.2b from Bt10.5b prior due to suspension of fish feed production in 3Q and flat shrimp sales yoy, sales revenue from frozen seafoods drop from softer demand from European market. Comment: Is the recovery bump now over? GUNKUL raised holding in 30.9mw solar subsidiary, Gunkul Chubu Powergen (GCPG), […]

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Stocks in the news (aot, ilm, ptt, tkn, ttcl) 20.11.24

AOT: Malaysia based Batik Air will introduce new direct service btw Johor Bahru & Bangkok on Dec 1, 24. On separate note, ITA Airways has started direct flight btw Rome-BKK on Nov 17 and will extend til mid-2025, from initial plan for only during the cool season. Comment: The # of planes are in the […]

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Random Thoughts: 3Q24 #’s

A quick summary of the companies and ….awful predominately predicated around the petrochemical co’s and energy companies. My expert analysis says – it’s been a shitty 12 months for listed Thai entities. Note: These aren’t all companies listed on the SET/MAI

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Stocks in the news (dohome, shr, thai, tu) 19.11.24

DOHOME sees positive SSSG in Oct-Nov supported by resumption of government project following government budget disbursement started in Oct, surged demand for home improvement upcountry posted harvest season, expects GPM widen in 4Q to 17% vs 16.4% in 3Q from stable steel price, sets Bt450m capex to open 3 branches next year (2 in 2Q25 […]

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Stocks in the news (advice, pce, psh, tasco, top) 18.11.24

ADVICE sees continued rise in IT related sales, with plan to expand solar biz, both sale and installations, to help keep revenue growth momentum, latest opening of Advice iStore in Udon to help cater for demand for Apple products in North-east provinces. Comment: I do see a lot of ads from them online, but other […]

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Market Update 18/11

In USD terms, the SET is back to being down for the year…is that it? Is that all we got from USD 10 bn of stimulus?? Yes. There are only two industries that have rocked this year, the telco’s – advanc, true, and the electronic, DELTA – other than that it’s been a dead market…. […]

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