Thailand’s Exports to China
Great piece of information sent to us this morning from the clever lady that is M.L. @ MBKET.
Read More →Day: February 4, 2020
Stocks in the news (advanc, dtac, true, ihl, ivl, planb, pttgc, nok, spcg, tm) 04.02.20
ADVANC, DTAC, TRUE, TOT, CAT are expected to submit bidding for 5G licenses today, qualified bidders will be announced on February 11 and auction begins February 16 Comment: WHERE’S JAS? IHL wins contract to supply leather to US footwear, KEEN, production starts 2Q, expects to wrap up additional 4 contract this year. IVL cod 440ktpa […]
Read More →Market Update 03/02
Up and until the latest flu virus hit I was of the viewpoint that 2020 would see a recovery in YoY economic #’s Tourism figures would continue to improve Banking would still be weak due to the industry’s structural changes The THB/USD would be slightly weaker but not by more than -1% or so Property […]
Read More →Management Trades
Notable Transactions Note: Buys outweigh sells by 10x in numbers (not value) Buy(s) THB 94 mn THG – And the Founder continues to buy shares RS – That’s an interesting return by this shareholder/co-owner Sell(s) THB 0.6 mn N/A
Read More →Stocks in the news (bts, chayo, ohtl, planb) 03.02.20
BTS will kick-off trial run of Gold line (Thonburi-Khlongsan Iconsiam) in April, t/g cod North Green line extension 3 stations (Forest dept-Bangbua & 11th Infantry in 2H20. CHAYO upbeats FY20 earnings from larger debts under management yoy, anticipates wider margins from low rate environment, will add more NPLs in portfolio. Comment: And JMT should have […]
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