Notable Transactions Note: Interesting to see the wide divergence in buy’s/sell’s Buy(s) THB 226 mn BROOK – Harumph…trust this company at your own peril… TMT – It’s been a rather odd following this company over the past few years, dividends have been amazing but every once a in while one of the quarterly #’s are […]
Read More →Would you believe it if I said Thailand is the 2nd best performing equity market in Asia? Well its true! Just after Indonesia and in both USD and local currency terms. Has all the bad news been priced in? Is it now time to start dreaming again? Or are we going to be experiencing further […]
Read More →AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]
Read More →AMATA AMATA sets target land sales of 1,000 rai in 2016. It is negotiating with a foreign customer and hopes to finish the deal in 2H16. (Khao Hoon, 24/02/16) Comment: This implies a 20% revenue growth for AMATA this year. ARROW ARROW is confident that revenue in 2016 will reach Bt1.4bn supported by more order, […]
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