Out of all the forecasts for 2014 that we get stuffed down our throats at the end of ’13 and first few weeks, there are very few that I care to sit down, read carefully and think about. Byron Wein of Blackstone is one of those, enjoy the list below and go to the link […]
Read More →The military has come out multiple times stating that a coup isn’t on the cards…yet…or may never be. Our viewpoint is that we don’t see it happening unless there is a huge amount of violence. “People are scared of something that hasn’t taken place yet,” Army Chief Prayuth Chan-Ocha told reporters in Bangkok yesterday. “Don’t […]
Read More →CPALL CPALL enters new year with plan to penetrate online shopping business — CPALL has set up a new company called “Twenty Four Shopping Co Ltd” to cater to modern consumer demand for 24 hour shopping. The company targets sales of Bt4.3bn in the first year. (CPALL, 08/01/14) Comment: Small overall impact on the total […]
Read More →As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them? Its good to kick your own butt everyone once in a while Star (MAI) Business: The Company is a manufacturer and distributor of sanitaryware products […]
Read More →AAV Feeling the pinch — AAV says that the political head is impacting its operations and it will monitor the situation closely. It expects the political situation to ease in 2Q14, after which tourism will recover. It continues to focus on China destinations and Air Asia X to generate revenue. (Tun Hoon, 07/01/14) Comment: We’ve […]
Read More →If one of the most consistent performing mutual funds in Thailand is doing this and thinks this way shouldn’t we be paying attention? “I was very busy buying stocks yesterday,” Adithep Vanabriksha, the Bangkok-based chief investment officer for Thailand at Aberdeen Asset Management, which oversees about $324.6 billion worldwide, said by phone today. “I still strongly believe […]
Read More →The news would have you believe its 100% foreign selling The numbers say otherwise: Source: www.set.or.th One viewpoint may be that retail investors are redeeming their LTF’s and buying back into the market Another may be that retail investors already had a lot of additional firepower to pick up stocks as they’ve been buying throughout most […]
Read More →Welcome to 2014! Local fund selling has hurt the energy sector, news says its on the back of LTF redemption.
Read More →Seems like everyone was still on holiday in the first 2 trading days of the year. Notable Transactions Buy(s) – THB 5.3 mn n/a Sell(s) – THB 1.5 mn n/a
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