Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]
Read More →AOT released their latest passenger figures, go the link below, and every analyst today was going on about how travelers are back with numbers +11% for October 2014. Do take things with a grain of salt and realise that if you take the full year figures, passenger arrivals are up only +0.14%. But what does […]
Read More →As posted earlier this month, there MSCI rebalancing was effective as of today’s closing, a gentle reminder on what the changes were MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF […]
Read More →MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF DELETIONS: None MSCI GLOBAL SMALL CAP INDEXES The following are changes in constituents for the MSCI Global Small Cap Indexes which will […]
Read More →AOT Board to discuss 2nd phase investment of Suvarnabhumi airport today after Minister of Transport Prajin approved a multi-function terminal at a cost of Bt70bn instead of east building expansion. (Kao Hoon, 16/10/14) BA Investors interested in IPO — Its solid fundamentals have created interest in investors in subscribing to the IPO shares of Bangkok […]
Read More →AJP AJP partnering with “MIC Broadcast” to develop 8 satellite channels. AJP said that five of the channels are expected to go on air this year. This will help raise revenue and margins. Revenue is expected to start flowing in 4Q14. It said it is looking for more partnerships. (Kao Hoon, 04/11/14) APURE APURE gets […]
Read More →Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]
Read More →CENTEL CENTEL maintain revenue target this year of Bt19bn, growth of 8-9% from last year. It is confident that occupancy rates in the second half will be better due to seasonality. It also expects to sign management contracts for 4-5 more hotels this year and invest Bt600mn to develop a hotel in Samui and Pattaya. […]
Read More →CENTEL CENTEL expects flat performance in 2Q14 from 1Q14. Although this is its low season, it expects bookings to recover. Net margin for each business is expected to expand. It is confident that total revenue will reach target of Bt19bn. (Tun Hoon, 16/06/14) Comment: CENTEL still a 2nd rate version of MINT, its food business […]
Read More →ADVANC ADVANC reports 1Q14 net profit of Bt9.48bn, -4.5% QoQ, because revenue decreased while amortization expense increased. It has now 26mn 3G subscribers. (Khao Hoon, 07/05/14) AOT Minimal impact from earthquake at Chiang Rai Airport — AOT says there was little damage to the Chiang Rai airport from the earthquake and operations are normal. The […]
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