Category: ThaiCapitalist
ThaiCapitalist – general posts.
Dumb money moves
Just saw this at the WSJ, it’s a nice little list on 5 silly things to avoid, not thailand related I know, but interesting nonetheless. 1. Reaching for yield What this country needs is a good 5% certificate of deposit. Instead the collapse in interest rates, and the Federal Reserve’s policy of keeping them down […]
Read More →And we’re back!
The site was down for a few days and honestly I didn’t feel the need to get the blog up and running immediately. There has to be a point to running this site, and whether or not my colleagues and I want to be ranked #1, broaden the type of content currently put on etc. […]
Read More →Sector Update 11.05.13 – 15.03.13
Last week, the Thai market continued its spectacular start to the year and globally continued strong data out of the US, Japan continuing its aim to expand its own balance sheet further and Europe looking brighter with another Spanish bond auction selling with the lowest yields seen since 2010. But we still keep banging our […]
Read More →Stocks in the news (becl, cpf, kiat, sat, spali) – 11.03.13
BECL Traffic growth sinks in February off high base — BECL reported traffic growth of 0.21% YoY in Feb 2013, braking hard from 2.6% in Jan 13. (Company data) CPF CPF targeting health-conscious, overseas — CPF’s new ready-to-eat brown rice-jasmine rice is aimed at a new focus on healthful eating by much of the younger […]
Read More →Stocks in the news (age, bland, intuch, kmc, major, n-park, tse) – 18.02.13
AGE 2013 targets — AGE targets revenue of Bt6bn for 2013 and a profit margin of 15%. The company said there has been an increase in coal orders and better performance in its shipping & logistics business. Moreover, its warehouse in Ayutthaya is back in operations which will help reduce costs. (Khao Hoon, 18/02/13) Comment: […]
Read More →Management Trades 28.01.13 – 01.02.13
Notable Transactions Buy(s) – THB 119 mn BLAND – K. Anant trades out of his warrant and into the common shares Sell(s) – THB 668 mn BLAND – See above KDH – THB 70 mn sold by the MD and CEO to BGH PS – Several management taking profits in this property developer VGI – […]
Read More →Europe’s Crisis of Values
Lovely op-ed from Soros regarding Europe and the Euro issue today, see below for more By creating the European Central Bank, the member states exposed their own government bonds to the risk of default. Developed countries that issue bonds in their own currency never default, because they can always print money. Their currency may depreciate, […]
Read More →Stocks in the news (beauty, cpf, gsteel, hemraj, irpc, lpn) – 08.01.13
BEAUTY – Expects 2013 revenue growth of 20% — BEAUTY expects 2013 revenue to grow 20%YoY with gross margin of 70–71%. The company plans to invest Bt250mn to expand to 180 stores. It also plans to sell franchises in Laos and Vietnam, expecting to conclude this 1Q13. (Khao Hoon, 08/01/2013) Comment: Great margins, this co is […]
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