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Sunday, May 5, 2024

Stocks in the news (jkn, kbank, ori, stgt, delta, thai, tk, zen) 06.11.20

JKN expects positive earnings momentum continued in 4Q from strong media contents sales, tailwind from home shopping and health supplement products (C-Tria), aiming to scale back content sales revenue to 70% from 90%, commerce & others 30% to diversify risk.

Comment: Well let’s see how far this can go. They don’t have the network that RS has.

KBANK reports 9M20 card spending +162% yoy, co-brand card Kasikorn-Shoppee subs topped 35k past 2mths, amp up campaigns to boost spending upcoming holiday season.

ORI’s 10M20 presales topped Bt22b, exceed Bt21.5b targeting, maintaining launch plan 9 projects total Bt14b in 4Q, aiming to catch previous record high at Bt26b.

Comment: Sure get all the presales you want, I want to see if they actually transfer.

STGT and DELTA are expected to be added to MSCI Standard Index to be announced November 11, while BAM and DELTA to be added…

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