Notable Transactions Perhaps it’s just the first back, but we have not seen any significant selling by any management for the past 6 months. Buy(s) THB 782 mn APCO – The family buy’s another 2-3% of their shares AUCT – A board and family member buys a decent chunk of shares. THG – He keeps […]

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The second week of the year has started with a positive note with the US and China looking to get together to have a conversation on how each countries needs’, desires, wants be satisfied. It is sure to be an interesting and amusing time period – in other words volatile – we’ll likely see strong […]

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Coronation day for King set for May 4-6. The coronation ceremony for His Majesty the King will be held during May 4-6, the Royal Household Bureau announced on Tuesday. (Bangkok Post, 01/01/19) Cost of firing staff cited as a ‘burden’. The high cost of severance pay given to employees is a financial burden on the […]

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No need for any introduction, here’s the full list, enjoy! Byron’s Ten Surprises for 2019 are as follows: The weakening world economy encourages the Federal Reserve to stop raising the federal funds rate during the year. Inflation remains subdued and the 10-year Treasury yield stays below 3.5%. The yield curve remains positive. Partly because of […]

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AGE AGE plans to enter a new business, providing logistics service by land and water, ports and warehouses. It expects revenue from these of Bt900mn in 2019 and targets total revenue of Bt9bn. Management is confident that coal sales volume will reach 4mn tons this year. (Thun Hoon, 4/1/19) BIZ BIZ signed a sales contract […]

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TET: TRC has undergone strategic shifts in its business model, could you explain what the changes are and why they were made? TRC began as a traditional contractor before transitioning into an EPC Contractor focusing on oil and gas sector. We specialize in engineering, design and construction for the gas pipeline networks, mid-stream to processing […]

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AMATAV AMATAV has begun to develop the first phase of Amata City Halong on 770 rai of land with capex of Bt5.12bn. The project has five phases with total land of 4,500 rai. It expects to begin sales in 2020. (Kao Hoon, 3/1/19) Comment: And according to the news today they are going to expand […]

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And so as of mid-day there has been some recovery in the Thai market (looks like it’s the only one up in the region). But the past 12 months it has been dismal, were it not for healthcare and energy the SET would’ve been down -15-20% for 2018 as you can see from the Sector […]

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CHEWA CHEWA expects 2018 earnings of Bt265.1mn, +70.44%YoY, with revenue of Bt2.65bn. (Kao Hoon, 2/1/19) Comment: A lot of these property developers had decent 2018 #’s, the question that is on a lot of investors minds is what impact will the LTV have upon sales going forward CRANE CRANE expects earnings to turn around in […]

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Higher growth seen for final quarter of the year. Pisit Puapan, director of the Bureau of Macroeconomic Policy under the Fiscal Policy Office (FPO) and the FPO’s deputy spokesman, said the economy is expected to further expand at a growth rate of 3.3 per cent during the quarter as domestic demands grow while exports remain […]

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