It’s been yet another interesting week with these four key points dominating the discussion and the movement in the market. Before we get started a proper random thought: Why do dentists ask you questions whilst they are drilling your teeth and expect an response? Japan’s Central bank has now come out with its umpteenth arrow […]

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AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]

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4G Madness Boom! There we go, the most expensive 4G license bidding price in the world, Thailand, take a bow, not only does the country have the most number of coups in recent history it can now have another reason to be in the Guinness Book of World Records. A quick recap: During the week the stock […]

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Notable Transactions Buy(s) THB 52.8 mn SR – Newly IPO’ed SR MD has decided to repurchase shares in the market Sell(s) THB 124 mn JAS – Looks like K. Soraj sold the shares (THB 65 mn) to buy the warrants (THB 18 mn) KBS – A director sells off some THB 29 mn worth of shares, […]

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We’ve been following Thailand’s mobile saga with great amusement the past few days watching the # of bidding rounds continuing to increase and the value of each bid getting higher and higher. So after a 30 hr bidding marathon the results came out as follows: It was concluded at the 86th round! True won the […]

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Names today: GCAP, JAS, KAMART, MATCH, MODERN, NCL, NUSA, PK, PTT, SGP, SUPER, SVOA, UWC, VGI GCAP GCAP licensed to engage in nano-finance and offer personal loans. It expects this to support robust earnings in 2H15. (Thun Hoon, 02/11/15) JAS JAS says it is ready for 4G auction for 1800MHz and 900MHz. It expects this […]

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Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF ACAP ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online […]

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ANAN ANAN says its backlog is Bt36bn of which Bt6bn is expected to be booked in 4Q15. It plans to launch two condominium projects at Bang Sue and Silom valued at Bt8bn. (Khao Hoon, 14/10/15) AUCT AUCT expects to get 4G auction system project management from NBTC. It expects this to contribute revenue in 4Q15. […]

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Notables Transactions Buy(s) THB 108 mn SCC – Quite the story last week with SCB having to sell of their stake in SCC to cover the losses from SSI, no surprise that K. Yos took advantage of the volatility AUCT – And he’s still at it, he is adamant that AUCT will dominate the world […]

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