Management Trades 04/02 – 08/02
Notable Transactions Buy(s) THB 0.9 mn N/A Sell(s) 7.5 mn N/A
Read More →Tag: Thailand
Stocks in the news (aot, bdms, ba, ci, chg, cpn, anan, dtc, ecl, gfpt, gold, pttep, sprc, tmb, tcap) 12.02.19
AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]
Read More →WHTW TOP 10: 04/02 – 08/02
E-commerce in Thailand grew to Bt3.2 trillion last year: ETDA : Thai e-Commerce grew the most in the Asean region last year, due to changes in consumer behaviour, and its value is expected to hit Bt3.2 trillion, the Electronic Transactions Development Agency (ETDA) said on Saturday. Government petitioned for safeguard extension : Seven steel-related associations […]
Read More →Stocks in the news (bbl, beauty, ivl, mgt, nppg, psh, siri) 08.02.18
BBL BBL Asset Management sees Bt6.4b fundflows into SET if MSCI raises weight from 2.5% to 3%. Comment: This matters for the whole market, currently NVDR’s are not part of the MSCI calculations. BEAUTY BEAUTY teams up Carrot Mall to expand online sales and general trade channel in China, 5 SKUs of Beauty Buffet prod […]
Read More →Stocks in the news (alt, anan, esso, gunkul, jkn, teamg, zen) 07.02.19
ALT ALT in JV with RATCH in underground cable optic investment. ANAN ANAN to spend up to Bt8b to buy land for the development of 10 residential projects worth Bt38b +42% yoy, Bt36b presales +14% yoy, and Bt36b +9% transfers, to focus more on mid to upper-end segment. Comment: Fact remains, last year they hit […]
Read More →Stocks in the news (aav, anan, ba, bafs, bay, bec, kwm, nok, planb, pstc, pttep, pttor, ratch, ske, tmb, tcap, trc, tvd, uv) 06.02.19
AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]
Read More →Howard Marks Memo
In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]
Read More →Stocks in the news (samart, chg, lh, sappe, pf, aot, ttcl, itel, sky, cho, sccc) 01.02.19
SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →Stocks in the news (bm, chayo, dtac, emc, irpc, meta, planb, scn, tse) 29.01.19
BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]
Read More →Management Trades 21/01 – 25/01
Notable Transactions Note: As requested by a follower you’ll see the last closing price, 52 week high/low Buy(s) TC – A swap between the shareholders THG – He just seems to be happy continuously buying back all the shares he put on the market last year JKN – And the founder is buying shares, its off some 25% from where he/she sold shares to the founder of BCH Sell(s) […]
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