Notable Transactions Buy(s) THB 224 mn IEC – This is interesting, we’ve heard things are happening at IEC, just not sure what yet. NBC – Continunation of the play on digital TV SVI – K. Poe has essentially exchanged his shares from his offshore holding to under his name Sell(s) THB 16mn N/A
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 →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 […]
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 […]
Read More →My my, how did we get ourselves into this predicament? Thailand’s flood situation just seems to get worse and worse and there isn’t much that the government can do about this except be reactive. My friends in Bangkok have already started to move their cars to be parked far above ground level in anticipation of […]
Read More →Tracking foreign investors in Thailand is a necessity as they do have a substantial impact on the SET. We do this daily/monthly/quarterly by monitoring the change in NVDR holdings in Thai equities. fyi: NVDR holdings, Non-Voting Depository Rights, are a vehicle in Thailand for non-thai investors to buy shares in Thai Equities. It is tracked […]
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