reports
- Kasemsun Koonnara
Stecon Group (STECON TB) - Overhang Clears; Earnings Recovery In Sight
STECON targets revenue of Bt32b in 2025, up 5-10% yoy, with a 7% gross margin, better than expected. Earnings are expected to turn a profit from 1Q25 onwards. We foresee potential upside risks on earnings forecasts from an insurance claim and positive progress related to the Yellow and Pink Line projects, which could further boost sentiment and financial performance. Maintain BUY. Target price: Bt6.50.
- Kasemsun Koonnara
Origin Property (ORI TB) - Conservative 2025 Business Plan Focusing on...
ORI has announced an unexciting business plan for 2025, with presales expected to decrease yoy. The company is shifting its focus towards reducing inventory, strengthening its financial position, and limiting new investments. While we anticipate an earnings recovery in 2025, downside risks remain. Maintain HOLD. Target price reduced to Bt2.90.
- Benjaphol Suthwanish
Bumrungrad Hospital (BH TB) - Outlook For Foreign Patients Remains Und...
We attended BH’s 4Q24 analyst meeting and the tone was neutral. The strong growth of Thai patients in 4Q24 was attributable to the health checkup season. There have been favourable developments in Middle Eastern countries like Kuwait and Saudi Arabia but a definite timeline is still lacking. We believe that earnings growth in 1Q25 will be challenging due to the shortfall in Kuwait. However, we expect to see a gradual improvement from 2Q25 onwards. Maintain BUY. Target price: Bt232.00.
- Benjaphol Suthwanish
- Kasemsun Koonnara
Thailand Daily - Thursday, March 06, 2025
Update Bumrungrad Hospital (BH TB/BUY/Bt195.50/Target: Bt232.00) Outlook for foreign patients remains under observation. Origin Property (ORI TB/HOLD/Bt2.68/Target: Bt2.90) Conservative 2025 business plan focusing on financial stability. Stecon Group (STECON TB/BUY/Bt5.40/Target: Bt6.50) Overhang clears; earnings recovery in sight
Moody's Ratings assigns provisional rating to Auto Loan ABS Program 25...
Moody's Ratings (Moody's) has assigned a provisional rating to the following transaction. The complete rating action is as follows: Transaction Name: Auto Loan ABS Program 2503 Series Class: ABL Rating: (P)Aaa (sf) Issue Amount: JPY288 million Interest Rate: Fixed Closing Date: March 13, 20...
Telix Pharmaceuticals Ltd: 2 directors
A director at Telix Pharmaceuticals Ltd bought 11,315 shares at 28.230AUD and the significance rating of the trade was 49/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Moody's Ratings assigns provisional rating to Auto Loan ABS Program 25...
2025 年3月6日、 東京、 ムーディーズSFジャパン株式会社（ 以下「ムーディーズ」） は、 下記案件 の予備格付付与を公表した。 本邦法令上の格付付与日は2025年3月5日である。. 案件名： 信託提携オートローンプログラム2503シリーズ クラス： ABL 格付： Aaa 発行額： 2.88 億円 利率： 固定 発行日： 2025 年3月13日 最終償還期日： 2031 年4月18日 裏付債権：...
Texas Roadhouse Inc: 3 directors
Three Directors at Texas Roadhouse Inc sold/sold after exercising options 6,935 shares at between 183.670USD and 185.640USD. The significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by ...
Nova Ltd: 2 directors
Two Directors at Nova Ltd sold 12,666 shares at between 228.065USD and 239.180USD. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last...
Nutanix Inc: 1 director
A director at Nutanix Inc sold/gave away 5,893,097 shares at 0.000USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
Vita Coco Company Inc: 1 director
A director at Vita Coco Company Inc sold 10,000 shares at 32.691USD and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Workday Inc: 1 director
A director at Workday Inc sold 66,455 shares at 259.515USD and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Urban Outfitters Inc: 2 directors
Two Directors at Urban Outfitters Inc sold/gave away 48,755 shares at between 0.000USD and 60.047USD. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's dire...
Grocery Outlet Holding Corp: 1 director
A director at Grocery Outlet Holding Corp bought 14,000 shares at 11.360USD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
Axis Capital Holdings Ltd: 1 director
A director at Axis Capital Holdings Ltd sold 2,139,037 shares at 93.500USD and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...
Advanced Energy Industries Inc: 1 director
A director at Advanced Energy Industries Inc sold/sold after exercising options 19,309 shares at 111.613USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the compa...
Waste Management Inc: 3 directors
Three Directors at Waste Management Inc sold 8,767 shares at 228.110USD. The significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
LKQ Corp: 1 director
A director at LKQ Corp sold 15,000 shares at 42.324USD and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
Meta Platforms Inc: 2 directors
A director at Meta Platforms Inc sold after exercising options 608 shares at 673.960USD and the significance rating of the trade was 36/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...
TD Synnex Corp: 2 directors
Two Directors at TD Synnex Corp sold 3,117 shares at between 132.868USD and 132.960USD. The significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
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