Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →Thailand SRT may swap land for debt – The State Enterprises Policy Commission or superboard has endorsed the state agency reform framework including a proposal to swap certain land ownership rights of the loss-ridden State Railway of Thailand (SRT). (Bangkok Post, 27/1/15) BoI hails surge in new projects – Investment projects approved last year by […]
Read More →Given that I’ve had such a busy month/week, all posts for this week will be summarised into a few posts
Read More →Notable Transactions Buy(s) THB 39 mn N/A Sell(s) THB 130 mn PRINC – A backdoor listing in 2013, the owner now sells shares after reaping 100-200% returns. Apparently the company is supposed to be doing property. XO – A recent listing, the MD sells off a couple % on total shares.
Read More →Banks are always the first to announce their financial performances and here are some quick thoughts: Just look @ BAY’s performance, followed by its corresponding stock price performance, it has just been amazing. The larger banks in general are still continuing to grow, NPL management has been proactive, especially at KBANK. The smaller institutions […]
Read More →AOT announced the FY passenger numbers for 2014 and its clear to see that: Low Cost Carriers are booming with the shift to Don Muang – hence the need for more expansion there Bangkok as a whole – barely an increase for the year, in fact I’ve heard from multiple people that love to […]
Read More →Thailand Corruption at lowest level in 5 years : survey – The corruption situation index improved to 49 points last month from 46 in June. Perceived corruption has hit the lowest level in five years, thanks to greater awareness of the problem and scrutiny by society, according to a survey by the university and the […]
Read More →AI AI confident that net profit this year will grow by 200% driven by strong performance from subsidiary AIE and AI’s earlier investments that are expected to help lower costs by 20%. Revenue this year is expected to hit its target of Bt9bn. (Kao Hoon, 23/01/15) Comment: These are impressive numbers come out of AI, […]
Read More →The impeachment case against Yingluck, 47, who was removed from office by a court ruling days before a May putsch, is ostensibly about her handling of an allegedly graft-riddled government rice purchasing program, yet has more to do with a decade-long vendetta aimed at erasing her family’s influence from politics after victories in every national […]
Read More →AOT AoT board approves Bt48bn for airport revamp projects – The Airports of Thailand’s (AoT) board has approved a Bt47.9bn budget to build a new terminal and a new runway at Suvarnabhumi airport to ease congestion. (Kao Hoon, 22/01/15) Comment: AOT’s latest passenger numbers have come out and Bangkok is performing horribly while the rest […]
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