Management Trades 04/09 – 08/09
Notable Transactions Buy(s) THB 74 mn Sell(s) THB 29 mn
Read More →Tag: warrix
Stocks in the news (caz, delta, egco, moshi, warrix) 29.08.23
CAZ reported 4 EPC contracts signed total Bt798.43m. DELTA setups overseas unit, Delta Electronics Philippines (DEP), to distribute power management products, automations & data center & network equipment. Comment: We can laugh at the impact of DELTA has on the thai market, but they have grown their profits by 3x over the past 4 years. […]
Read More →Stocks in the news (jmt, chayo, chase, lpn, nex, samart, spali, warrix) 17.07.23
JMT, CHAYO and CHASE are expected to benefit from surged bad debts in 2H, SME, Hire-Purchase and mortgage are top non performing, Prachachart. Comment: CHASE shouldn’t be lumped into this they’re a rubbish firm compared to CHAYO and far lower than JMT. LPN launches Bt2.1b Earn Amata, a residential project, which offers 5-6% avg yield. […]
Read More →Management Trades 19/06 – 23/06
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 94 mn
Read More →Stocks in the news (btg, crane, itel, itthi, scb, stark, tidlor, trt, warrix) 19.06.23
BTG anticipates recovery margin 2H on improving chicken & swine selling price on seasonal exports, improved domestic selling price following crackdown in illegal import meats, eased pressure from feedmill costs as price topped out early this year, firms on 5-10% full year sales growth target. Comment: Could be time to relook at all the names […]
Read More →Stocks in the news (banpu, fsmart, jubile, mena, senaj, stanly, warrix) 22.05.23
BANPU cuts full year coal sales volume target to 38.2m tons from 42m prior as power producers stocking remain high due to warmer than expected winter, focus on renewable, power storage, energy trading business to diversify earnings. Comment: Wait wait wait….it’s going to be hotter than normal now = higher AC usage = higher electricity […]
Read More →Stocks in the news (delta, pttep, hmpro, iig, kamart, kjl, master, mgc, pimo, plt, rs, scc, warrix) 27.04.23
DELTA reported Bt3,614m 1Q net profit, +30% yoy, missed Bt3,849m consensus.DELTA par changed to Bt0.10 from Bt1, board lot changed to 100 from 50, tomorrow. Comment: The miss vs the stock split. Fun times coming for these shares. PTTEP to report 1Q today, Bt19.33b consensus. Comment: Finally printing $ and they’ll continue to for the […]
Read More →Stocks in the news (age, amata, bem, epg, nex, ea, ori, pttep, sak, warrix) 08.03.23
AGE targets Bt500m new loans from backhoe & trailer hire-purchase, to diversify earnings from coal trading & logistic business, capitalize on existing drivers who have good track record & credit score from subsidiary, AGE Transport. Comment: Coal prices have dropped from their peak by -60%, but are still 2x from pre c-19 levels, plus age […]
Read More →Stocks in the news (amata, bts, ivl, pttep, leo, rs, synex, tsr, warrix) 18.01.23
AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center. Comment: That’s it? Rubbish. BTS in talk with BBL to set up virtual bank. Comment: Ohhhh boy. Will this be put into RABBIT? IVL mulls taking over PTL, by taking 50% stake from major holders and tendering […]
Read More →Stocks in the news (bem, dtac, true, gulf, sgc, singer, warrix, wfx) 13.12.22
BEM: reported Nov avg MRT ridership +89% yoy to 345k trips/d, expects positive traffic volume carry thru new year from events, schools on-site classes and foreign tourists. Comment: And you thought people wouldn’t be back in the offices 6 months ago… Central Administrative Court has thrown out petition from Thai Consumer Council (TCC) seeking an […]
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