Notable Transactions Buy(s) THB 214 mn IEC – The Chairman buys a decently sized stake, as of Friday he’s already made 100% PJW – Looks like a switching in shareholding between family members *TPIPL – Interesting to note that K. Prachai are family are still buying shares in TPIPL Sell(s) THB 149 mn PJW – […]
Read More →AP AP readies wave of new developments – SET-listed developer AP (Thailand) Plc, feeling more upbeat about the country’s economic recovery and the government’s economic stimulus policies, plans to launch at least 17 new projects worth a combined Bt23bn in 2015. (Bangkok Post, 24/10/14) BANPU Banpu targets boost in coal sales – Banpu Plc plans […]
Read More →Watch this space, says thriving Maco Master Ad Plc (Maco) specialises in providing clients with creative out-of-home media services ranging from billboards, street furniture, transit and ambient advertising to made-to-order jobs. Noppadon Tansalarak, chairman of the executive committee and chief executive, discusses the company’s strategy and outlook. What is Maco’s business model? Maco is an […]
Read More →Thailand The BoT suggests both importers and exporters hedge their currency risk as the direction of the baht is not clear. The BoT will also push for a direct cross exchange between the baht and the kyat to support investment in Myanmar. (Bangkok Biz, 20/10/14) The Commerce Ministry expects exports next year to grow by […]
Read More →There was an article in the BKK Post last week that had caught my attention, here are the facts: Thailand is running out of natural gas – “Thailand’s natural gas resources are declining as an expansion of Southeast Asia’s second-biggest economy increases demand and state energy subsidies encourage consumption. The country’s proven natural gas reserves […]
Read More →The increase in equity valuations haven’t only been seen in Thailand, all of SE Asia has been experiencing the same phenomenm, and small cap’s in Thailand (which I love) have generally been going through roof, the majority of them pricing in growth for the next 5-10 years (who say’s thai retail investors aren’t forward looking?!). […]
Read More →AMATA AMATA signs contracts with Chinese and Japanese customers to sell a total of 200 rai of land. It expects to sign more contracts for 500 rai in 4Q14. Although it admits that revenues for the year will be lower than last year’s Bt7.605bn, it says land sales this year will reach its target of […]
Read More →BRR Ready for IPO — BRR is ready to sell 169mn shares in an IPO. It is expected to finalize the offering price on October 27, 2014. It plans to be listed on the SET on November 6. The company plans to use the proceeds to increase its cane crushing capacity and as working capital. […]
Read More →ADVANC ADVANC to launch fixed broadband service early next year. It targets 300,000 customers in the first phase and expects to invest Bt4.6bn. It also said that over the past two years it has invested Bt80bn in its 3G network and it expects to reach 20,000 3G base stations by the end of this year, […]
Read More →The Thai market has taking a beating this month along with the rest of the world, this isn’t a huge surprise given the valuation levels, a recovery that has yet to be seen (even though it is priced in yet), infrastructure spending that has been priced in (Even though that doesn’t start for another 2 […]
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