*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →Notable Transactions Buy(s) THB 714 mn JMART – We were surprised to see this massive buying back by the founder, but also quite happy about it too :p EA – A switch between personal and corporate holdings MPG – Looks like a back door is happening here. BEM – A director buys a share amount […]
Read More →7UP: Advance Capital partner cuts holding by 11.9023% to 2.9284% of total outstanding last Friday (January 22.) Comment: And that means that this odd listed co has no major shareholder. Though someone must’ve taken the block from Advance Capital. Look at the Board, dodgy characters… COM7 teams up Shopee to roll out online campaign, Shopee […]
Read More →CRC scales back European malls expansion as pandemic dampen purchasing power, mulls investing in IT & online business to align with new normal. Comment: Without tourism from Asia the malls they have in Europe will be quiet….for Thailand ~20% comes from direct tourism spending. GULF to wrap up 3 hydro powerplants deal in Laos with […]
Read More →ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB. BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex. EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity JAS received Bt942m […]
Read More →Notable Transactions Buy(s) THB 33 mn N/a Sell(s) THB 1.2 bn OSP – Family sells a stake – Peak consumer products? STA – Founders dumps shares – Peak Rubber gloves? STGT – Founders dump shares – Peak Rubber Gloves part deux?
Read More →The market has pulled back from its peak earlier in the month. So now what? Still of the viewpoint that we’ll see certain sectors outperform others and that those are global/cyclical players…anything related to aspirational spending is probably dead for a while..or perhaps I don’t understand why people overspend. Also note…US Fed is still reducing […]
Read More →Notable Transactions Buy(s) THB 255 mn KCE – A family member buys in. Perhaps for the first time of size in 5-6 years. BEC – Multiple family members buy THB 33 mn each. Sell(s) THB 250 mn STA – Huge sale by the family members. IP – The CEO dumps shares.
Read More →A committee to nominate the BOT’s new chief will consider the qualifications of the 4 applicants on June 25, who will then be required to present their visions on June 29. Comment: I filled out the application for fun, didn’t send it in…could’ve been amusing. Now seeing how poorly its being run perhaps I could’ve […]
Read More →AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]
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