Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn

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If you want to understand why the Thai Market is still at it’s lofty levels, have a look below. Local institutions have been doing all of the heavy lifting purchasing a net + THB 42 bn this year versus foreign investors selling -THB 43 bn, this is remarkable given that local institutions still only represent […]

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ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]

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ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]

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The market is in quite the interesting dichotomy with falling oil prices, weak bank results, a so-so gdp but with the belief of a potential recovery in the future. I have no idea how this will all unfold but I still wouldn’t be surprised to see further weakness especially given how I think the currency […]

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Notable transactions Buy(s) THB 298 mn TIW – The CEO buys a substantial number of shares ~3% of outstanding shares TRC – The Chairman buys a substantial number of warrants of TRC, good to see that management backs this expansion into Potash mining PACE – Will the Dean & Deluca deal pay dividends? The owner […]

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