Notable Transactions Buy(s) THB 312mn RAM – Must be block sales amongst the shareholders, as there’s zero liquidity in this name Sell(s) THB 495mn BDMS – Founder sells a bunch JKN – Another block sales by the founder TSI – A director sells off a fair amount – must be an arranged sale NEWS – […]
Read More →And finally the energy sector has its turn to drop thanks to the incredible low bid by PTTEP for the two oil blocks. Perhaps finally the disconnect between PTTEP’s share price and oil prices will converge (in english – PTTEP drop’s another 20%) Now if the BOT does increase interest rates will the prop funds/REITs […]
Read More →AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]
Read More →French PM to detail Macron’s measures to appease ‘yellow vests’ The French government will Tuesday try to convince lawmakers and the public that President Emmanuel Macron’s speech met the demands of the “yellow vest” movement, even as many demonstrators said they were disappointed and vowed to press on with their protest. (AFP, 11/12/18) Beijing ‘offers […]
Read More →Telecoms ITEL, SKY, SIMAT, TRUE and LOXLEY were awarded NET USO Zone C project. ITEL received Group 8 South valued at Bt2.46bn. SKY received Group 6 Central 1 valued at Bt2.20bn. SIMAT received Group 4 Northeast 2 valued at Bt2.25bn. TRUE received Group 1 North 1 and Group 7 Central 2 total valued at Bt4.82bn. […]
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