I’m tired of writing about politics, instead look @ how the agro sector has done over the past few months versus the tech sector, we postulated perhaps the end of telcos and a switch to food a few months back (pat on the back) and we don’t see it finishing anytime soon, telcos are in […]
Read More →Notable Transactions Buy(s) THB 99mn TWFP – Now this is interesting, the Chairman just bought 3mn shares, at the last book closing he had only 300,000 shares in the co. this co sells Vermicelli and has been in the business for 60 years, numbers look interesting too…hmmm… Sell(s) THB 43 mn n/a
Read More →AJP New management team soon — AJP reports that a new management team will begin work in 1Q14, replacing the team that resigned. It says the change in management will not lead to a change in strategies. It said the political situation has no effect on operations. (Khao Hoon, 17/12/13) AOT AOT expects net profits […]
Read More →AIE AIE confirms strong fundamentals and said 2013 revenue will be Bt4.2bn with 2014 revenue at Bt5.5bn, supported by B7 bio-diesel. It aims to list on mai in January 2014. (Khao Hoon, 16/12/13) BAY BAY expects Bt36bn new property loans in 2013, beating its target of Bt28bn. It is seeing a steady drop in NPLs […]
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