Notable Transactions Buy(s) BGH – Rehash of what I’ve stated for a while, buying will continue by management PS – This is a surprise Sell(s) KK – No surprise here, CEO continues to take profit NWR – Gah this stock price run pi$$ed us off as we exited earlier when we thought the fairly was […]
Read More →Notable transaction(s) Buy(s): THB 43mn BGH – No surprise here, I’m still thinking 200+ Sell(s): THB 268mn AIT – A director decides to take profit, stock has been on a tear over the past 1.5 months PLE – Chairman and Vice Chairman sold off a substantial portion, haven’t seen any news regarding this SCC – […]
Read More →AP AP aiming at 15% YoY growth in revenues — AP aims for revenue growth of Bt20-21bn, a 15% increase from last year’s Bt17bn. It targets sales of Bt23-25bn, a 15-20% increase from last year, which will help raise its current backlog of more than Bt27bn. The company expects to launch 23 projects, worth Bt24bn […]
Read More →CK Sale of TTW stake gives huge one-time-gain; good news already priced in — CK’s Board of Directors approved the sale of 11% of its holding in TTW at Bt7.55/sh to BECL. This is subject to shareholders approval, with meeting scheduled on Feb 5th. Comment: It’s a Bt3.3bn transaction, CK will be left with 19% […]
Read More →JAS To cut shares on issue — JAS will submit its capital decrease issue to the board tomorrow (12 Dec) via the repurchase of 106.85mn shares. This will increase its earnings per share by Bt0.30/share based on projected profits of Bt2 bn in 2012. JAS is also a candidate to be added to the SET50 […]
Read More →Best CEO Award – SET: Somprasong Boonyachai, chief executive officer, Shin Corporation – MAI: Noppadon Tansalarak, chief executive officer, Master Ad SET Award of Honour For Continuous Excellence in 2008-2012 – Corporate Governance Report: Bangchak Petroleum, Kasikornbank – Corporate Social Responsibility: Bangchak Petroleum, Siam Cement For Continuous Excellence in 2009-2012 – Corporate Governance Report: Krung […]
Read More →Just a quick fyi before I run out of the office. MSCI announced this morning their update to be used in the calculation of the MSCI Global Standard and Global Small Cap shares that will be effective as of 31 May 2012. MSCI Thailand Index Addition: SCC MSCI Thailand Index for Global Small Cap. Additions: BLA, EARTH, SC, SF Removals: HMPRO, SCCC, MAKRO, TSTH and TUF Source: MSCI
Read More →Notable transactions: BGH – The President continues to buy a massive amount of shares TTA – The Mahagitsiri family is a new majority shareholder SIRI – The President has now accumulated over 120 mil shares in the past month TPC – Shareholders selling their company to SCC
Read More →Over the past 6 weeks the countryside of Thailand has been heavily flooded with several people dying, being relocated, houses being demolished. I hate to write about this but unfortunately the flooding is good for certain companies in Thailand as infrastructure and housing will have to rebuilt.
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