Notable Transactions Buy(s) THB 2.5 bn GLAND – A switch amongst the family members Sell(s) THB 182 mn BLAND – WOW! STOP THE PRESSES! After years and years of the owner buying, this is the first massive sale that I’ve seen BDMSÂ – The daughter is selling some shares.
Read More →And the markets keep going and going and going. Interesting fact is that the MAI is continuing its 2 year underperformance versus the SET. Here’s another one, will the steel sector begin to perform this year? Cheapest on a BV basis, infrastructure projects are going ahead. A surprise for 2018?
Read More →I saved a few of these articles over the new years break and finally had the time to digest some. Of the two, I found the transcript of the interview with the Financial Crisis Inquiry regarding the Global Financial Crisis, it was recently released by the US National Archives and its one helluva long read […]
Read More →BACC to propose three measures worth Bt95bn to cabinet for low-income farmers who registered for welfare policies previously. (Thai Post, 8/1/18 Ministry of Finance has no plans to intervene in the strong THB. It believes the BoT will be able to handle it without problem, suggesting this is a good opportunity to import goods. (Thai […]
Read More →AP AP is changing its strategy to focus on developing middle and high-end condominiums via a joint venture. It plans to launch 30-35 projects within this year and reports backlog of Bt52bn, which will be steadily booked as revenue. (Thun Hoon, 12/1/18) BCP BCP has budgeted Bt10bn to improve refinery production efficiency to provide higher […]
Read More →AP AP is partnering with Mitsubishi Estate to develop four condominiums worth Bt23bn this year. It is going to launch the first project, LIFE Sukumvit 62 in March. (Khao Ho on, 11/1/18) BH BH’s 2018 business plan is to focus on more foreign patients. It expects to raise the proportion of revenue from foreign patients […]
Read More →AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]
Read More →APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]
Read More →Notable Transactions Buy(s) THB 41 mn RS – And he’s still buying at these levels… Sell(s) THB 22 mn N/A
Read More →And its off to the races! The SET is already up 2.4% in the first few trading days of the year with daily traded values at THB 80 bn, nearly double the normal value traded. Plenty going on oil prices, potential interest rate hikes, infra, and elections. Best of luck figuring out what to buy […]
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