Hospital stocks in Thailand are now trading at nosebleed levels with the sector average at ~50x PE, but what I’ve learnt from the past, just because a company has a high PE doesn’t mean you should ignore it if the compounded growth potential is there. Here are some snippets and the link to the rest […]

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Notable Transactions Buy(s) THB 377.2mn BDMS – And he’s still buying! VNG – There’s been a lot of buyback by management here over the past few weeks. 200 MW in bio mass a definitive go? Sell(s) THB 111.4mn MAX – Looks like the attempt to do the reverse takeover has completely failed.

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ADVANC ADVANC asserts that financials are strong and it has no plan to increase capital. It plans to pay the first license fee payment of Bt8.04bn as scheduled and submit its bank guarantee before June 30. Dividend payout will be 100% of profit. It has budgeted Bt40bn to expand its network. (Kao Hoon, 30/5/16) Comment: […]

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