Market Update 06/11 – 10/11
Brokers are writing that 1680 is the line in the sand for the market, who knows, earnings have come out for most of the large sectors and I’ll share thoughts on them towards the end of the week.
Read More →Tag: Thailand
Management Trades 06/11 – 10/11
Notable Transactions Buy(s) THB 26.7 mn N/A Sell(s) THB 660 mn SYMC – And the sale to Time dotCom is done!
Read More →WHTW Top 10: 06/11 – 10/11
Shopping for nation to be proposed to cabinet soon. The period will be 2 weeks in December in order to stimulate consumption in yearend with the same condition like that of last year, tax break for Bt15000/person. (Bangkok Biz, 3/11/17) Private sectors postponed EEC investment, waiting for clearer laws. The 10M2017 filing for manufacturing setting […]
Read More →Stocks in the news (com7, fte, ivl, lpn, mono, nok, siri, tpch, vgi) 10.11.17
COM7 COM7 reported 3Q17 earnings of Bt150mn, growing by 66% with revenue of Bt5.529bn, up 39.80%, backed by an increase in distribution channels and the launch of a marketing campaign. (Thun Hoon, 10/11/17) Comment: That’s impressive numbers from COM7 FTE FTE reports 3Q17 earnings of Bt40mn, up 90%. It announced a dividend of Bt0.07/share, XD […]
Read More →Stocks in the news (ama, cpn, iii, pace, pdi, pf, pttgc, siri, spgc, spvi) 09.11.17
AMA AMA is going to buy two ships for Bt800mn to raise its capacity to 100,000 dwt from the current 80,000 dwt. It expects revenue will grow by 30% and plans to hedge Thai baht currency risk. (Thun Hoon, 9/11/17) Comment: Only trading at 50x PE, why not. CPN CPN reports 3Q17 net profit of […]
Read More →Stocks in the news (advanc, big, psl, pylon, s, spali, tisco, tks) 08.11.17
ADVANC ADVANC says the purchase of CSL shares creates synergy both in terms of revenue and cost reduction and will also strengthen its high-speed internet business. It says it will look at the regulations for the bidding for the 900-1800 MHz spectrum before making a decision to join. Its 2018 investment budget will be lower […]
Read More →Stocks in the news (aav, ap, ckp, ea, gpsc, sky, sprc, tluxe, tu) 07.11.17
AAV AAV opens two new routes, Bangkok-Chengdu and Phuket-Kunming, to expand its presence in China. It also has increased the frequency of flights from Bangkok to cities that have high potential in tourism in both domestics and overseas. (Thun Hoon, 7/11/17) Comment: I do wonder if there will be a natural spillover to the other […]
Read More →Management Trades 30/10 – 03/11
Notable Transactions Buy(s) THB 7.9 mn N/A Sell(s) THB 23.1 mn N/A
Read More →Stocks in the news (big, ori, wph, trc, susco, akr, intuch, irpc, d) 06.11.17
BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]
Read More →LTF and RMF time
A few weeks ago I mentioned that it was coming to the time of the year where brokers were going to be talking about LTF/RMF buying and on point its beginning. I have been wondering for the past few years whether or not the LTF buying has been having the impact that brokers/research houses are […]
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