It’s rather interesting to see that the dogs of the last 12 months are beginning to turn into the darlings, dare I say there could a rally in the telco sector, followed by the finanials/securities performing well?
Read More →Notable Transactions Buy(s) THB 29.5 mn N/A Sell(s) THB 352.6 mn ORI – Now why would one of the owners sell such a large block? Or who would buy the block at this price? CCN – Looks like someone else is becoming a new major shareholder in CCN
Read More →Gross is still stating the negatives of the levels of credit in the US and China. Here are my favourite snippets and the link to the rest of the letter My lesson continued but the crux of it was that in 2017, the global economy has created more credit relative to GDP than that at […]
Read More →Superboard orders SRT to cancel TOR proposals for 5 dual-track lines since the board has a better version than the SRT’s. Discussion will be held again on March 22. (IQ Biz, 21/3/17) Cabinet backs credit boost for SMEs in Bt15 bn package. THE CABINET yesterday gave the nod to the Small and Medium Enterprise Development […]
Read More →AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]
Read More →ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]
Read More →A A targets 2017 revenue growth of 38%. It plans to launch 11 projects worth Bt24bn. It is budgeting Bt1bn to acquire land. (Kao Hoon, 22/03/17) Comment: Still one of the most impressive stock charts I’ve seen. BEM MOT confirms that there is no problem regarding the MRT Blue Line extension. The cabinet has […]
Read More →Notable Transactions Finally there’s been a fair amount of movement on both the buys and sells Buy(s) THB 138 mn GLOBAL – This director seems to believe rather strongly in the company at this price. Sell(s) THB 201 mn PACE – What’s going on here? SAMART – Looks like SIM and the continued delay of Cambodia […]
Read More →Erm, there’s been nothing exciting. Except maybe Brazilian poultry and meat issues that have now given any shareholders in cpf, gfpt, and tfg reason to exit.
Read More →ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]
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