The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE

Read More →

AJD AJD’s shareholders approved to change the company name to AJA. Shareholders also approved a Bt1bn debenture. It expects solid performance this year thanks to digital TV coupons. It also plans to expand its line of business to water dispenser service and E-money. (Kao Hoon, 02/05/17) Comment: A name change? For what? I don’t think […]

Read More →

Which country’s government set up is this? 440 members, 330 elected 110 appointed by the Military. If you thought of Thailand I wouldn’t blame you, that is Myanmar’s current structure, raises quite a few questions doesn’t it? Thailand infrastructure projects  These ones are postponed – Mr Peerapol said the three projects are the Pink Line […]

Read More →

ABC ABC expects net profit to be back in the black this year. It expects to launch ABC Residence and ABC Pet World projects, valued at Bt7.5bn, in 3Q16. It plans to wipe out all retained losses this year. (Khao Hoon, 16/03/16) Comment: I’m beginning to be very bored of the newsflow from this company…. […]

Read More →

Notable Transactions Buy(s) THB 175 mn BEC – Ohhhh and now they’re back into buying shares – or is just a switch between family members? BANPU – It’s not often that we see anyone buying shares here. A bottom forming perhaps for BANPU? It has been a dog of the SET for years…. Sell(s) THB […]

Read More →

Notable Transactions Buy(s) THB 169 mn MALEE – Looks like a swap between the Central family members RS – And the owner keeps buying and buying Sell(s) THB 959 mn BEC – Another large block sale by the maleenont family MALEE – See above MINT – Quite rare to see this director sell his shares in […]

Read More →

Notable Transactions Buy(s)  THB 588 mn RS – And he keeps buying and buying and buying MTI – The 4th largest shareholder and family member has decided to buy more shares doubling his stake to 4.9% in the company. AJ – Looks like a share swap between the shareholders COL – The founder/CEO has decided […]

Read More →

ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]

Read More →

The Digital TV Industry has been having its own version of battle royale with the competition for ratings sending bidding prices for new shows through the roof and if you look at every company related to digital tv, all of their earnings were poor in 2014 and 1Q15, as a result of this they have […]

Read More →

AOT APPS moving forward – AOT’s board has approved the hiring of 2S Consortium to operate the Advance Passenger Processing System (APPS), an online passenger-information exchange system, to improve customs and immigration services and shorten entry time at airports. The consortium consists of Somapa Information Technology and Samart Comtech. AOT will charge Bt35/passenger and expects […]

Read More →