Market Update 15/01 – 19/01
Want to know which sectors have been driving the market in the past 12 months? Have a look at the charts of the Industrials and Resources sectors, closely followed by the services sector.
Read More →Tag: Thailand
Management Trades 15/01 – 19/01
Notable Transactions Buy(s) THB 107 mn SPALI – The family is selling the shares and buying the warrants Sell(s) THB SPALI – See above M – A huge block sale by the family to institutional investors BLAND – And he’s selling again! DNA – I still don’t know what this public co is doing, just […]
Read More →WHTW Top 10: 15/01 – 19/01
Somkid targets 2018 BOI filings worth Bt720bn, supported by infrastructure investment. He plans to invite foreign investors to invest at the seminar on March 19. BOI also said that 2017 BOI filings were higher than the target of Bt641bn. (Thai Post, 13/1/18) EEC spending forecast to reach B600bn. The government expects investment in the Eastern […]
Read More →Stocks in the news (amata, crane, gulf, mgt, mono, ndr, samart, samtel, sci, tse) 19.01.18
AMATA AMATA targets 2018 land sales of 925 rai and announced a 5-year business plan. Its goal is to set up a “Smart City”. It has budgeted Bt10mn to develop Long Thanh industrial estate in Vietnam, which it will start to sell in 2018. It also plans to develop an industrial estate in Myanmar, with […]
Read More →Random Thought: The BOT vs the THB
I am not too surprised that the BOT has come out saying that they are taking measures to prevent the THB from strengthening versus the USD, and I have found it amusing that Dr. Somkid comes out saying that the strengthening THB is inline with regional currency movements because this simply isn’t the case. In […]
Read More →Stocks in the news (age, lh, ori, ptt, sappe, thg, tpch, tpoly, vng) 18.01.18
AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]
Read More →Stocks in the news (cbg, erw, gunkul, ivl, jmart, lit, mtls, psh, scn, singer, tisco, vte) 17.01.18
CBG CBG targets 2018 revenue to grow by at least 20% from both domestic and overseas markets. It plans to focus on the UK and China and penetrate into Europe this year, as it aims to become a global brand. It is going to negotiate with entities in France, Germany and Switzerland and expects finalization […]
Read More →Stocks in the news (biz, ckp, cpt, dtac, ingrs, ptt, rs, spali, wha) 16.01.18
BIZ BIZ signed a contract to sell cancer treatment machine, a Low Energy Medical Linear Accelerator, to Chonburi Cancer Hospital for Bt98.60 and contact period of 300 days. This raises its backlog to Bt1.36bn. (Thun Hoon, 16/1/18) Comment: If that is the case and the firm maintains it’s NPM @ 10%, then its at 10x […]
Read More →Post # 3,000
Just as I was about to put up 4 new articles I realised that this was post # 3,000. Holy $hit, that is correct, this is post # 3,000. Time flies, I started writing on this blog for fun in 2011, and perhaps a bit more seriously since September 2011. So first thank you for […]
Read More →Stocks in the news (anan, bch, itel, ivl, jwd, pk, planet, rml, rs, vcom) 15.01.18
ANAN ANAN plans to launch six projects to raise presales in 1Q18 out of the 22 projects worth Bt48bn targeted to launch this year. It expects 2018 presales to meet its goal with growth of at least 24% to Bt40.5bn. It plans to conduct a roadshow this year to expand its foreign customer base. (Thun […]
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