BJCHI BJCHI expects 2Q15 earnings to be better than 1Q15 benefitting from FX gain. It expects 2H15 earnings to increase aided by backlog from Petrobras, worth Bt1.3bn and new projects from TUPI BV, valued at Bt5.4bn. It expects 2H15 net profit of Bt800mn. (ASTV, 20/07/15) Comment: We do wonder aloud, weakening thb, which other export […]
Read More →The worst performing sector this year has been the financials followed by consumer products. Now the question is should, should the economy turnaround next year or in the next few years, and should NPL’s and provisions not be as severe as some may imagine, would they be a decent buy @ the levels?
Read More →Notable Transactions – a relatively quiet week in terms of management transactions Buy(s) THB 77mn A – It’s always been the case that the SEC hasn’t shown Areeya’s directors name that has bought/sold shares, a glitch? Still its a been one steady performer over the years despite the fact that it doesn’t have the numbers […]
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