Management Trades 01/10 – 05/10
Notable Transactions Buy(s) THB 19mn N/A Sell(s) THB 66.6 mn OCEAN – Odd little transactions going on here…
Read More →Month: October 2018
WHTW Top 10: 01/10 – 05/10
Junta will stick to 2019 date for general election, Prawit says. There will be no delays to a general election planned in Thailand for 2019, the deputy prime minister said on Wednesday, amid the concerns of government critics and the opposition that it could be pushed back. (Reuters, 03/10/18) Cabinet gives the nod to restructure […]
Read More →Stocks in the news (amata, ea, hmpro, ksl, mbk, pace, pstc, scc, teamg, ureka) 05.10.18
AMATA AMATA targets land sales of 925 rai in 2019. It plans to build a new industrial estate and Laos and Myanmar. It is working with SCC and Dow Thailand Group to build the first recycled plastic road in Amata City Chon Buri. (Kao Hoon, 5/10/18) Comment: So the EEC news has driven the share […]
Read More →Stocks in the news (bgrim, chow, gulf, kwm, mono, mvp, prm, sawad, siri, teamg) 04.10.18
BGRIM BGRIM was awarded the first phase of a 145MW hybrid power plant project in U-Tapao international airport area worth Bt3.6bn. It expects IRR of more than 10%. It expects to start commercial operation in Jan 2021. It expects to be awarded the second phase of 135MW electricity production capacity and value of Bt2.3bn. (Kao […]
Read More →Byron Wien’s October 2018 Commentary
And so it’s time again for Byron’s latest monthly commentary. The thought going through my mind is…if everyone is saying/forecasting that a US (global) recession will occur in 2020, why should investors remain invested in equities? How does this make any sense, and further to this, if everyone (at least from those I am reading) […]
Read More →Stocks in the news (ckp, cpall, gunkul, mc, mtc, pk, port, pttgc, sf, smit, tmill, trc) 03.10.18
CKP CKP has raised its revenue growth target to 15% from 10%, because the quantity of water has risen increased to support electricity production in Q3. Xayaburi power plant will run operational tests this month. (Kao Hoon, 3/10/18) CPALL Revenue Department allowing Counter Service to be the agent for tourist VAT refund for a […]
Read More →Stocks in the news (bcpg, bgrim, ea, ivl, kwm, pttep, spali, stpi, whaup) 02.10.18
BCPG BCPG sold two solar farm projects in Japan with total electricity production capacity of 24.53MW to an infrastructure fund. It expects to book the Bt1.1bn proceeds immediately. It targets revenue growth of 15- 50% this year. It continues to set up power plants as planned and studying new investment in power plant projects. (Thun […]
Read More →Market update 24/09 – 28/09
Nothing clever to say regarding the previous week, other than meh.
Read More →Management Trades 24/09 – 28/09
Notable Transactions Buy(s) THB 49.6 mn GEN – Let’s see what happens here, looks like a new business/contract may come into this company, why else would he be buying so many shares in a poorly performing company? Sell(s) THB 121.5 mn HUMAN – Sale to local funds, now will it follow the path of BEAUTY […]
Read More →Stocks in the news (abm, advanc, jmart, dimet, gpft, iii, pcsgh, ptt, siri, tmi, wp) 01.10.18
ABM ABM expects to boost earnings after a loss in 1H18. Management says sales volume has reached target of 280k tons. Sales volume of Wood Palace factory was 60K tons in 1H18. It has budgeted Bt70mn to build 5K tons production capacity. It expects sales volume will peak in 2020. (Thun Hoon, 1/10/18) ADVANC, JMART […]
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