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Saturday, October 1, 2022

Stocks in the news (aot, arin, dtac, esso, jmart, jwd, ptg, seafco) 19.10.20

AOT sets Bt30b capex for runway-taxiway repairing, renovates passenger terminals.

ARIN: local fund, BBLAM, raised holding to 15.3312% last Monday (Oct 12), SEC filing.

Comment: Incorrect news, both BBLAM and MFC have combined ~28% which is via the local Private Fund vehicle and therefore the shareholders are the same.

DTAC reported 3Qnp at Bt1.43b, -18.7% yoy, missed Bt1.55b consensus, mobile subscribers end of 3Q at 18.68m users, -107k from end of 2Q, soft IC & service revenue bite earnings.

Comment: They are losing users left right and center. 

ESSO delays Bt300b chemicals complex expansion, suspends jet fuel cracking, raises diesel & gasoline production, sets FY21 capex at Bt1.2b-1.5b, to add 700 retail stations and café under partnership with MINT, Coffee Journey, to boost non-oil revenue.

Comment: MINT is going to force ESSO to expand its…

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