ACD ACD expects to show net profit in 3Q15 backed by property management fees of Bt35mn. It plans to buy three hotels in Phuket, expected to be finalized in 4Q15. It plans to acquire more property business in Laos and Cambodia. It is confident 2015 revenue will be higher than Bt1bn and expects to wipe […]
Read More →I look at Myanmar with a great deal of curiousity, the question in my mind are IF they are able to start their exchange what impact will that have on Singapore and Thailand’s ability to attract companies doing business there to list on their respective exchanges? Which brokers in the region are active in pursuing […]
Read More →CWT CWT plans to invest in waste power plant, expects to sign PPA next month. It expects 2015 revenue of Bt1.2bn benefitting from cooperation with Japanese partner to expand abroad. (Thun Hoon, 14/07/15) Comment: CWT has been one of those companies that has at times looked quite cheap, but according to long term market investors, […]
Read More →AAV AAV has no impact from China stock market woes. It is ready to open four new routes from U-Tapao and Don Muang to various cities China in 4Q15. It is confident that 2H15 will be robust supported by a 14.5mn passengers. (Kao Hoon, 13/7/15) Comment: The stock market in China naturally doesn’t have any impact on […]
Read More →The market rallied slightly at the end of the week but purely on local institutional buying. This week there isn’t much to look forward to, although I am curious to see how financials earnings have been in the 2q.
Read More →Notable Transactions Buy(s) THB 570 mn SAMART – A swap of shares amongst the major shareholders BA – And he continues to buy shares in BA A – Rather strange that there is no name listed, but Areeya looks like they have some major projects on hand Sell(s) THB 485 mn SAMART – See above […]
Read More →As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]
Read More →The growth of the renewable sector Thailand has been remarkable to say the least, here are some key facts: The capacity of renewable energy for electricity generation has been rising substantially and is expected to reach a record high of 9,200 megawatts by year-end, according to the Department of Alternative Energy Development and Efficiency. As […]
Read More →Our Queen Chartist has returned to share her thoughts and outlook on the capitalist experiment in communist china, it’s a fun read enjoy! There is an old saying “A picture is worth a thousand words.” Well, the Big Brother of China has something to say. His Little Brother has something to say, too. I […]
Read More →Thailand Govt putting in place export control rules – New strategic export-control regulations will place additional compliance burdens on some business sectors, but will increase investor confidence and enhance trading relationships with Thailand, Deloitte Thailand has said. (The Nation, 6/7/15) Japan pledges US$6 bn for Mekong – A trilateral pack on development of Dawei was […]
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