EARTH 2012 revenue poised to hit Bt10bn —2012 revenue may reach Bt10bn and it is confident that 2013 will continue to show growth with revenue growth of 40-50% and a gross margin of up to 20%. The coal mine in Myanmar will begin operations in 1Q13. (Khao Hoon, 10/01/13) Comment: Remarkable turnaroud for this company […]
Read More →Summary of the months significant management trades Buy(s) – BTS, CPF, E, MINT, RS, SAUCE, SIRI, TGPRO Sell(s) – BTS, ITD, KK, PSAAP
Read More →Notable Transactions Buy(s): E – Evolution capital, the Srichawala group and the founders of E recently joined up with, theres a story to be told here perhaps in later post MINT – The founder puts more weight behind his own shares SIRI – The president buys the warrant (hence the lower price), I’ve told the […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →Notable Transactions Buy(s) MINT – The owner puts in a massive public bet on his company at THB 2.99 bn Sell(s): BGH – A director and major shareholder sells a massive stake @ THB 1.4 bn to “institutional investors” in other words, shareholder battle is over. SPCG – A director sells off THB 75 mn […]
Read More →Notable Transactions Buy(s): SAT – Director accumulates shares in the company, no surprise, SAT is one of the main beneficiaries of the automotive growth trend within Thailand as both domestic consumption and exports have done very well this year Sell(s): MINT: O__o, owner sells 1 bil baht worth of shares… TUF: There has been constant selling over […]
Read More →This long weekend I’m fairly certain every analyst covering Thai equities will have to update their models and what not, I know my team and I certainly are. A flurry of earnings were released today and the last day for earnings announcements are next Wednesday 15th August. I’ve noticed some basic trends thus far but don’t quote me on it […]
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