BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]

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Gotta love bloomberg terminals, so just have a look at the month of December and you can understand why during the period from 2007-2012 every broker was banging on about a year end rally. What will 2016 hold for the market, will the high cash levels at local funds result in forced buying? Will the […]

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The market has bounced back quite strongly from the events in the past few weeks/months and earnings thus far haven’t been as negative as many may have expected. I do expect the next few weeks are going to rather volatile with bonds & currencies moving on any news regarding Trump and the Fed.

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Notable Transactions Buy(s) THB 82.6 mn TU – The owners decide that the shares are still cheap with a THB 43 mn buy S&P – A rare purchase here given that the name is typically its very illiquid,  must’ve been an off the market block transaction Sell(s) THB 4.9 mn n/a

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