Week 14/08 – 18/08 Company ctr.vn, fpt.vn, hhv.vn, mwg.vn, nvl.vn, ssi.vn, vbb.vn, vci.vn, vib.vn, vic.vn CTR VN: recorded, in July, revenue of VND1,011 bn and PBT of VND57 bn (+23% and +18% respectively YoY). For 7M2023, CTR recorded revenue of VND6,052 bn (+20% YoY) and PBT of VND348 bn (+21% YoY), achieving 59% of the […]
Read More →ADVANC: plans to sell telecom & broadband network total Bt50b into JASIF after NBTC give nod on 3BB M&A deal on Sept, Khaohoon. Comment: This is why ADVANC want’s JASIF, it’s not because of the quality of the assets of 3BB but it accelerates being able to raise capital by selling assets directly into JASIF […]
Read More →COM7: expects buyers welcome iPhone15 as Apple switched from lightning port to USB-C. Comment: The (un?)intended consequences of this is that the accessory sales for iphones going forward will be YUGE XO: revised up full year revenue growth target to 30% from 20% prior supported by strong overseas sales via new distributors in the US, […]
Read More →BTS: begins trial run of 34.5km MRT pink line (30 stations), t/g cod in Nov. Comment: This won’t add much to BTS’s bottom line nor value directly, however take into account that they’ll now own the skies around Bangkok and then what can the BMA do? They’ll have no choice but to extend to the […]
Read More →Earnings are coming out, today’s the last day for the quarter, IMO there have been a lot of beats. Now if only the politicians could get their heads out of their arses and put together a government. A random thought – what we are seeing is the void in leadership of the country since #9 […]
Read More →Notable Transactions Buy(s) THB 888 mn Sell(s) THB 50 mn
Read More →Week 07/08 – 11/08 acb.vn, bwe.vn, dig.vn, kdc.vn, hbc.vn, lpb.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, vhm.vn Company ACB VN: Dragon Financial Holdings Limited sold 120.98 mn ACB shares on August 7, reducing its ownership rate from 6,9193% (268.75 mn shares) to 3,8046% (147.77 mn shares). After the transaction, Dragon Capital groups reduced its ownership rate in […]
Read More →AP: venture co, with Mitsubishi Estates to launch Bt8.6b hi-end project, The Address Siam-Ratchadhevi, pre-sales kick-off Aug 26-27. Comment: Given that ANAN is dead, I wouldn’t be surprised to see only the “qualified” long term players in the market partner with the large Japanese investors. ICHI: revised up full year sales target to Bt7.6b frm […]
Read More →