Management Trades 18/02 -22/02
Notable Transactions Buy(s) THB 2.4 mn N/A Sell(s) THB 57.9mn ITD – Perhaps one of the few people that didn’t enjoy the movie Black Panther, continues to sell his shares.
Read More →Tag: Thailand
WHTW Top 10: 18/02 – 22/02
FPO wavers on deadline for IFRS 9 : The Fiscal Policy Office (FPO) has proposed that the Finance Ministry push back a mandatory effective date for specialised financial institutions (SFIs) to adopt International Financial Reporting Standard 9 (IFRS 9), currently scheduled for next January. Bangkok Post EC provides clarity on dissolution cases : The Election […]
Read More →Stocks in the news (bcpg, tkn, tk) 22.02.19
BCPG sets Bt8.6b investment budget to sustain growth ambitions. Comment: It looks like their acquisition spree has been slowing down. TKN sets 10-15% revenue growth target this year, to expand branches here and overseas and change distributors, and seek new partners in US and China. Comment: This has been an interesting stock (not company) to […]
Read More →Stocks in the news (advanc, aot, beauty, fsmart, lhbank, mtc, seafco, smpc, tpch, vibha) 18/02&20/02
ADVANC ADVANC to trade Bt3.30 XD on Wed 20Government says it needs time to consider whether delaying bidding on 5G Comment: It would be ridiculous if the government approves a postponement of payment for the 4G license bidding. Except for TRUE (which is a financial basket case), DTAC and ADVANC make plenty of CF. AOT […]
Read More →Random Thoughts: Thai Politics part XXXXXXXI
I’ve been writing notes on this for weeks and with the constant changes..its been amusing. And so before anything else changes here are my random thoughts for Thai politics. And so Thailand has elections, joy to the world! When? 17th March 2019 (early voting for non residents in provinces) and 24th March 2019 Which fortune […]
Read More →Market Update 18/01
So here we are, some earnings are out and are meh, some are ok, nothing is really being knocked out of the park, although if you have a look at Thai Beverage’s (listed in Singapore) #’s their spirits (alcohol) business did gang busters business. Thai government stimulus paying off?
Read More →WHTW Top 10: 11/02 – 15/02
Thai bonds to draw foreign investors : Rise in capital inflow seen if baht maintains upward trend in first half of year. The strengthening of the baht since the beginning of the year would draw foreign investors to the Thai bond market, said Thiti Tantikulanan, head of Kasikornbank’s Captial Markets Business Division, adding that sectors […]
Read More →Stocks in the news (ah, bgrim, cho, dna, gunkul, scb, ske, thai, tmb) 15.02.19
AH AH upbeat 1H earnings from delivery of auto parts to clients, expects full year exports sales +10% yoy, eyes 5% revenue growth target. Comment: The profit growth is > than revenue but that’s due to their odd deal structure in India BGRIM BGRIM raised holding in subsidiary, Bgrim Solar Power Rooftop, to Bt251m from […]
Read More →Stocks in the news (asian, cpn, ea, mc, hmpro, iii, irpc, gbx, prm, sf) 14.02.19
ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]
Read More →Interview: Project Planning Services Plc (PPS)
The Executive Talk: Project Planning Service PCL (SET:PPS) BANGKOK, Feb 11, 2019 – (ACN Newswire) – Project Planning Service PCL (SET:PPS) Chief Executive Officer, Khun Phongthon Tharachai discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: What is PPS’s business model? We provide services that are used throughout the entire […]
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