Management Trades – Dec ’12
Notable Transactions Buy(s): ANAN, BGH, ERW, FNS, INOX, SAUCE, SIRI, STEC Total Amount: THB 1.77 bn Sells (s): HYDRO, IHL, LEE, PPC, SPCG, TUF Total Amount: THB 1.0 bn
Read More →ThaiCapitalist – general posts.
Notable Transactions Buy(s): ANAN, BGH, ERW, FNS, INOX, SAUCE, SIRI, STEC Total Amount: THB 1.77 bn Sells (s): HYDRO, IHL, LEE, PPC, SPCG, TUF Total Amount: THB 1.0 bn
Read More →JAS To cut shares on issue — JAS will submit its capital decrease issue to the board tomorrow (12 Dec) via the repurchase of 106.85mn shares. This will increase its earnings per share by Bt0.30/share based on projected profits of Bt2 bn in 2012. JAS is also a candidate to be added to the SET50 […]
Read More →Lovely little column over @ the New Yorker The way Buffett runs his company, Berkshire Hathaway, which owns more than eighty other companies outright, is similarly out of tune with the times. In the current stereotype of corporate acquirers, firms like Bain Capital load companies with debt, downsize their workforces, and strip them of assets. […]
Read More →Ok given that I do receive a silly amount of emails in the every morning regarding which Thai stocks have news accouncments we’ve decided here to compile and simply list it out b/c the majority of the news announcments are in the Thai papers. We’ll keep this going for as long as we feel its […]
Read More →My colleagues and I, specifically me, have had to deal with a lot of rubbish in the past month with our former firm/platform slandering us for the silliest of reasons, non-fact based, purely emotions driven. For the time being we’ve decided to act proper and not bother mud slinging and throwing accusations around, despite the […]
Read More →Its that time of the year, post 3Q12 results when Thai public companies come to the Stock Exchange of Thailand to talk about their businesses and results for the past quarter and expectations going forward, I highly suggest that if you’re in Thailand or even within the region that you come just for a day […]
Read More →Positives: I can’t find any! O__O Negatives: Fed hints at QE4. They still don’t get it. Japan’s gov’t calls for new elections where new leader will follow path of printing way to prosperity (though will be good for Japanese stocks). Japan’s GDP in Q3 contracts by 3.5% annualized. Chinese loan growth in Oct totals 505b […]
Read More →Telco sector took a lot of profit taking over the past week or so with the 3G story now fully played out. Odd to see propcon continue to its high growth, again I’m happy to see the Agro&Food Sector bounce back.
Read More →Positives: US Oct Payrolls increase a net 171k (est 125k), 184k (est 123k) of which in the private sector which is the most since Feb helped by an unexpected increase in mfr’g hiring. Thai consumer confidence increases Passenger traffic through Thailand’s 6 major airports hit another all time high Thai Apple fanboys rejoice at the […]
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