Management Trades: 06/01 – 10/01
Notable Transactions Buy(s) THB 61.8 mn N/A Sell(s) THB 61.1 mn BDMS – Family members continue to sell
Read More →Tag: Thailand
WHTW Top 10: 02/01 – 12/01
Govt told to delay land tax : Local authorites not prepared, says MP. The government is being urged to delay the implementation of a new land and buildings tax due to come into force tomorrow to give local authorities and taxpayers more time to prepare. Bangkok Post House committee slashes 2020 budget by B16.2bn : […]
Read More →Wien’s Top 10 Surprises for 2020
Oh how I love these, granted 80% are US centric (which is a given) but it’s still good to see viewpoints. There’s another 5 in the link to Blackstone’s website. The economy disappoints the consensus forecast, but a recession is avoided. Federal Reserve Chair Powell lowers the Fed funds rate to 1%. Without a comprehensive […]
Read More →Stocks in the news (ap, bam, bem, gunkul, ihl, jkn, susco, spali, svoa, super, utp) 07.01.20
AP: K-ASSET raised holding by 0.1212% to 5.1039% of total o/s, SEC filing. Comment: I find it interesting that now the news is reporting what the institutions are doing, are we going to see a situation in Thailand similar to the US that institutions become major shareholders as family’s reduce their holdings. Plus these announcements […]
Read More →Market Update 06/01
The market has started the year nicely with a quick +1% gain. But the funnymentals from last month remain a weak domestic consumer, a confused global trade situation where manufacturing plants are re-aligning and setting up facilities outside of China and have a look at oil. I’m ignoring the news about a WW3 and Iran’s […]
Read More →Management Trades 23/12 – 03/01
Notable Transactions Buy(s) THB 29 mn N/A Sell(s) THB 100 mn MC – This is a rarity, she’s historically been a buyer except for the one time the family put a block to some funds just after the IPO. I wonder who the buyers are this.
Read More →Stocks in the news (anan, aot, ask, awc, global, hpt, ivl, mcs, noble, super) 03.01.20
ANAN to book rev from serviced apartment as recurring rev worth Bt300m from 2 newly finished pj, targeting Bt1,800m by 2022. Comment: And then the annual CF of this developer becomes a bit more stable. The majority of the real estate developers are/have shifted to this model ASK: Bualuang AM cut holding by 0.1562% to […]
Read More →Stocks in the news (bcp, bgrim, jwd, modern, nwr, ori, scn, shr, true) 02.01.20
BCP sets oil sales growth t/g this year at 6%, plans 60 new stations, mulls boosting non-oil revenue, including EV charging stations. Comment: All the petrol station co’s have been trying to push non-oil revenues over the past few years, the best has been PTT followed by PTG BGRIM CODed 4.8mw industrial waste pp, lifted […]
Read More →Market Update 23/12 – Last Post FY19
The last post for 2019, it just sunk in that it’s the end of the decade. And there’s something beautiful apart of the start of a new year and now a new decade. It brings about a sense of positivity despite the missives that occur both domestically and internally. Thanks for reading/commenting/emailing everyone. Have a […]
Read More →Management Trades 16/12 – 20/12
Notable Transactions Buy(s) THB 72 mn N/A Sell(s) THB 9 mn N/A
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