Tag: vietnam
Stocks in the news (bdms, cpaxt, sc, siri, susco, wha, tisco) 12.10.23
BDMS sees >3% revenue growth this year on rising patients both local and foreign, with the latter account for 30%, its normal level. Comment: BDMS is too large to grow revenues at this point beyond price increases. CPAXT’s interested in joining government’s digital wallet scheme, sets 20% revenue growth target next year, mulls hybrid model […]
Read More →Stocks in the news (awc, mtc, ptt, pttep, ttw) 11.10.23
AWC sees solid 4Q, a record high since listed, on seasonal, boosting rev growth this year to >10%, sees momentum into 1Q24. CPN plans Bt3b to develop Nakhon Phanom and Nong Khai into secondary cities, with Robinson Lifestyle Nakhon Phanom to open in 4Q24. Comment: The retail cookie munsterrrrr MTC in biz remodeling, sees 2H […]
Read More →Stocks in the news (anan, chg, cpn, jmart, jmt, gfc, thani, vl) 10.10.23
ANAN’s Daddy Clearance Sale Oct 6-8 was a success with Bt1,131m presales, vs Bt500-1000m target, with all ready to be transferred in 4Q23. Comment: Massive discounts, and it’s not really a success as they’ll have to raise even more cash… CHG sees solid 4Q on rising patients from mid-east, CLMV, and social security quota (from […]
Read More →Stocks in the news (ah, ckp, fti, hl, hmpro, spali, tfg) 09.10.23
AH sees strong growth in EV related business next year, with 12-month advanced orders, boosting capacity to 100%, and solid growth in its MG dealership. Comment: Well….EVs are great for the dealers – people will buy the cars, believe that they are great for 1-2 years, then the batteries die off, and will have to […]
Read More →Market Update 09/10
Well this past weekend’s events have thrown things upside down, and I have nothing to add.
Read More →Stocks in the news VN
Week 02/10 – 06/10 cii.vn, ctd.vn, dxg.vn, hah.vn, hdb.vn, kdc.vn, kdh.vn, msn.vn, nvl.vn, nlg.vn, pow.vn, stb.vn, vcg.vn, vhm.vn, vic.vn, vgc.vn CORPORATE NEWS: CII VN: announced a public bond offering with an estimated amount of more than VND2,840 bn. Accordingly, the proceeds will be used to invest in bonds of two subsidiaries, BOT Ninh Thuan (VND1,200 […]
Read More →Management Trades 02/10 – 06/10
Notable Transactions Buy(s) Sell(s)
Read More →WHTW Top 10: 02/10 – 06/10
Bonus – PM Proving he’s a salesman
Read More →Stocks in the news (aai, cpn, ea, ori, tmi, tta, sappe) 06.10.23
AAI reaffirms 2H turnaround driven by recovery PET foods order from overseas clients aft excess inventory jitter eased, 1 new client (private label) on board, expects margin widen from lower tuna price, higher utilization rate and tail wind from weak THB. Comment: So…take the bet before earnings…or wait and see… CPN sets Bt600m promo budget […]
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