AJD SET urged AJD to clarify its frequent par splits, twice in four months, within Mar 5 with details. The regulator is in doubt of the company’s corporate governance. (Kao Hoon, 03/03/15) Comment: This is a positive move by the SEC, its good to see regulators actually be active. BIG BIG will resume its trading […]
Read More →ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]
Read More →AOT Flights and passengers up over New Year — AOT reports its statistics during the New Year holiday season (11 days) for six of its airports: total flights during the period were 22,218, up 9.4% YoY, and total passengers hit 3.6mn, up 15.7%. (Kao Hoon, 12/01/15) Comment: And this despite everything that has happened to Thailand in […]
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 →AI Management expects revenue of Bt9bn in 2015 from Bt5bn in 2014 and will invest Bt200mn to increase palm oil production capacity and set up solar power plant with 2.6MW capacity supporting sharp revenue and earnings growth. (Thun Hoon, 20/11/14) Comment: Another firm that will have a small solar power plant – 2.6 MW means […]
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 →BA BA starts trading today. It is expected to close at above Bt25/share. Management expects 2015 revenue growth of 18% YoY supported by initiation of AEC. The company aims to find three new partners. (Kao Hoon, 3/11/14) Comment: I think its going to go the way of NOK i.e. shitty first day, and it will […]
Read More →BBL BBL wins Myanmar licence – Bangkok Bank (BBL), Thailand’s largest lender by assets, is the only Thai bank among the first nine foreign ones to win a limited banking licence in Myanmar. The approval is preliminary for 12 months, during which time the winning banks must comply with Central Bank of Myanmar requirements before […]
Read More →ABC ABC reports interest in domestic partner. Management is interested in a business partner with potential synergy. The company is studying new business to support revenue and net profit. It will launch an on-line shopping site on 6 October and expects to attract credit card shoppers. (Thun Hoon, 17/09/14) Comment: Again in the news! I’m […]
Read More →BA Bangkok Airways expects to list on the stock exchange within 2014. It aims at an IPO of more than Bt10bn to set up a new aircraft maintenance factory at Suvarnabhumi airport, buy aircraft, and improve Samui airport. (Kao Hoon, 13/08/14) Comment: Their flights to and from Samui were consistently full every time I’ve gone there, as […]
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