Notable Transactions Buy(s) THB 6bn BTS – This is a share swap between father and son IFEC – I think this is party a share swap as well SYNTEC – This “mid size” construction co continues to grow in terms of backlog RS – Despite the firm selling its treasury shares, the owner continues to […]
Read More →Diamond Building Products Plc (DRT) is a manufacturer and distributor of roofing products, fibre cement board and artificial wood products including siding, eaves, fences and flooring under the Diamond, Adamas and Jearanai trade names. Satid Sudbuntad, director and deputy managing director, discusses the company’s strategy and outlook. What is DRT’s business model? DRT is among […]
Read More →The SEC is finally becoming a bit more clever in regards to PP’s, which if you remember has been a recent method for speculators to purchase a serious amount of shares and control the supply in the market. Here are the measures that they will try to implement: One-fourth of the silent period shares would […]
Read More →A huge amount of news this week, especially in regards to Europe. Thailand VAT revenue points to revival – The economy is showing signs of recovery, as indicated by higher value-added tax (VAT) collection last month, says Deputy Prime Minister MR Pridiyathorn Devakula. VAT collection rose by 11.4% year-on-year to 40.1 billion baht, reflecting improving […]
Read More →ASP New Europe trigger fund — Asset Plus Asset Management expects a rebound in European stock markets and is launching a Europe trigger fund with an expected return of 16% over MSCI Europe Index. Its ASP-Europe Value Fund will accumulate more European stocks. (Khao Hoon, 13/2/15) Comment: Why Thai retail investors love Trigger Funds I […]
Read More →AIE AIE says it will conclude a business cooperation agreement with a new partner by 3Q15. (Khao Hoon, 12/2/15) CSS CSS talking with board to split par to Bt0.10. Its energy business is doing very well, thanks to a good partner, Prime, which holds a PPA for 200MW solar energy in Japan plus several projects […]
Read More →AOT U-Tapao to be developed for commercial use — The Transportation Ministry says that Airportd of Thailand (AOT) and U-Tapao airport will coordinate to develop U-Tapao airport for commercial aircraft and passengers. Currently, U-Tapao airport serves only charter flights with passengers at 100K/year, far below its capacity at 800K/year. They plan to sign an MoU […]
Read More →Just out of random curiousity, I want to know what all of your best performing names of 2014 were, just list them in the comments below, my top three were: SAMART: ~150% PTG: ~100% DCON: ~100%
Read More →AP AP to launch new projects with confidence in the recovery of consumer purchasing power. The company plans to launch 24 new projects worth Bt40bn, focusing on condominium projects along mass transit lines. (Post Today, 10/02/15) Comment: ANAN has started to take market share away from AP in terms of projects around the Mass transit […]
Read More →ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
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