Management Trades 16/10 – 20/10
Notable Transactions Buy(s) THB 111 mn Sell(s) THB 46 mn
Read More →Tag: vietnam
Stocks in the news VN
Week 16/10 – 20/10 acb.vn, hbc.vn, hdb.vn, pdr.vn, vhm.vn, vjc.vn Company ACB VN: wants to issue an additional VND5,000 bn of individual bonds. Previously, ACB approved the first private bond issuance plan with a total value of VND20,000 bn. Thus, if completed both times, ACB will mobilize VND25,000 bn through the individual bond. Comment: Perhaps […]
Read More →Stocks in the news (ah, tasco, tu) 19.10.23
AH: anticipates positive auto parts sales momentum continue driven by growing Asian mkt compared with other regions, upside from larger Euro 6 std parts in portfolio aft joined hands with Eberspaecher, expects to serve new customers in the EV segment next year. Comment: Zero impact on their business…marginal growth at best from EV’s…. TASCO: seeks […]
Read More →Stocks in the news (btw, cbg, gulf, ktc, lh, sc, spa, tan) 18.10.23
BTW: wins EPC contract for Green Methanol plant in NEOM project Saudi Arabia valued at Bt 444m. CBG: reached agreement with English Football League to extend sponsorship of Carabao Cup for the next 3 years for GBP 18m (Bt 800m). Comment: Well, why not, it does give them global coverage… GULF: signed solar PPA with […]
Read More →Stocks in the news (au, hana, ktc, gulf, rs, human) 17.10.23
AU: reaffirms rec high rev in 3Q supported by positive SSSG via dessert café, larger branches network yoy at 60 outlets vs 44 in 3Q22, sees margin improved aft revamp suppliers. Comment: Their outlets are all still completely full. HANA: seeks up to US$ 106m via overnight placement 65m shares offered at price range Bt […]
Read More →Stocks in the news (arin, centel, impact, ner, rt, ttw) 16.10.23
ARIN: local fund, BBLAM, purged entire holding 15.3312% to ex-Labour Minister, Suchart Chomklin, on Oct 11. Comment: Compliance should be asking questions about this… CENTEL anticipates 2H turnaround on absence of expense on opening Centara Grand Osaka, relief margin pressure on F&B unit from lower food costs, positive OCC momentum via TH & Maldives hotels […]
Read More →Market Update 16/10
Well I’m writing this just at the open for the afternoon session, and wow rates > srettha being a fantastic salesman narrative. How many margin calls are we seeing by management/owners today? There seems to be a lot of fear that several companies can’t roll over their debentures – hello magnolia! yes you’re effectively bankrupt […]
Read More →Management Trades 09/10 – 12/10
Notable Transactions Buy(s) THB 220 mn Sell(s) THB 67 mn
Read More →Stocks in the news VN
Week 09/10 – 13/10 bid.vn, ctd.vn, ctr.vn, dgw.vn, hdb.vn, kdc.vn, mwg.vn, nvl.vn, pdr.vn, pc1.vn, tdm.vn, vic.vn Company BID VN: approved a plan to issue shares to pay stock dividends at the rate of 12.69% (equivalent to 642 mn additional shares). Comment: YAY MORE SHARES ISSUED – and people wonder why we dumped a lot of […]
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