This came across my desk yesterday. MSCI Thailand (MSCI Global Standard) Add : HMPRO, MINT, INTUCH, TRUE Delete : None MSCI Thailand (MSCI Global Small Cap) Add : ANAN, BMCL, EASTW, EA, GRAMMY, GUNKUL JMART, KTC, MALEE, N-PARK, OFM, OISHI, SAMTEL, SPCG, TFD, THRE, UMI, UV, VGI, WHA Delete : BLA, BTS, VNT  

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BLAND Earnings announcement this week — BLAND will announced is 3Q12 earnings this week and profits are expected to reach Bt2bn, pushing its P/E to as low as 13x, with an EPS of Bt0.15. It will not be limited to cash balance after its P/E has dropped significantly and trading volume this week is limited […]

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DCC – 4Q12 sales growth 13% YoY — DCC said 4Q12 sales grew 13%YoY, pushing its 2012 sales to Bt7.6bn. It targets 2013 sales growth of 10% YoY backed by a 10% increase in selling price. DCC as set capex at Bt350mn for store expansion and maintenance of its factory lines. (Khao Hoon, 29/01/13) Comment: […]

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World news has thankfully been quiet for the past few weeks b/c of the olympics and European politicians on their summer holidays. Sector wise, financials were hit on the back on short term profit taking while the industrials sector (mainly are export manufacturers) had a stellar week on the back of strong earnings announced during […]

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