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CKP Fct 3/4Q2422 Sept 2024 Current Price 3.78 -Price Pattern shows symmetrical triangle -> wait till break trend line -> up or down -Fct 3Q24 core profit ~ 800-900 THB (+QoQ -YoY) Headwind -Fct 3Q24 OP is not good due to XPCL site (contribute 32% of total CKP's capacity) shut down (2 times) -> over flow water from China -La Nina will take less impact -> low supply -> NP drop Tailwind -FED cut int rate 50 bps (every 25bps affect 80-90M) -> 3/4QY24 NP improve ~ 180MTHB but cannot subside shutdown/lower output from XPCL -THB appreciate -> Hedging -> Capital Gain -LPBL construction progress ~ 30 and does not get affect from flooding TP 4THB MOS 20%@ 3.2 MOS 25%@ 3.0 MOS 30%@ 2.8
SET:CKPShort
by adgfdcoc
SCGP - TFW Wave Target Reversal Projection - Bull Trap A potential bull trap scenario with one more wave downtrend. 1. First correction - Extended flat ABC Wave B retraced 78.6% / w.a and w.C: extended 161.8% of w.A 2. Complex triangle ABCDE pattern 3. The current downtrend wave doubled zigzag ABC pattern with wave 4 in c leg targeting 38.2-50 % retracement at ma50w, creating a false breakout signal before final wave 5 downtrend. RSI at the lowest position - no bullish divergence trend reversal signal support
SET:SCGPShort
by dukeposh
TURN BY TURN (THAI STOCKS) w/SPECIAL GUEST SARA HOHLER Today's Show: Exploring Thai Stocks with Special Guests Moneymagnatesara & Moneymagnateaira In today's episode, we dive into the world of Thai stocks, featuring insights from our special guests, Moneymagnatesara and Moneymagnateaira. Moneymagnatesara, a Thai/German native, shares her unique consumer perspective on various prominent companies, while Moneymagnateaira keeps us entertained with her singing and commentary. Join us as we discuss the following stocks and their market standings: PTT Public Company Limited (PTT): A leading energy and petrochemical company in Thailand, known for its significant role in the petroleum industry, including both upstream and downstream operations​ (Simply Wall St)​​ (MarketScreener)​. Airports of Thailand Public Company Limited (AOT): The main operator of Thailand's airports, AOT is crucial in managing the country's aviation infrastructure and ensuring the efficiency and growth of its air travel industry. Advanced Info Service Public Company Limited (ADVANC): Thailand's largest mobile network operator, ADVANC provides a wide range of telecommunication services, including mobile, broadband, and digital services. Bangkok Dusit Medical Services (BDMS): One of the largest private hospital operators in Thailand, BDMS offers comprehensive medical services and is known for its extensive network of hospitals and healthcare facilities. Siam Commercial Bank (SCB): As one of Thailand's oldest and largest banks, SCB offers a wide array of financial services, including personal, business, and investment banking. We agree to have a more in-depth episode with the grown-ups in the future, but for now, enjoy this unique perspective and feel free to ask questions about Thailand to gain an edge in emerging markets. Tune in for an engaging conversation and insights that could benefit your investment strategies in the Thai market!
SET:SCBEducation
by moneymagnateash