Author: Pon
Stocks in the news (banpu, ratch, grammy, kce, hydro, pae, sim) 01.10.13
BANPU/RATCH RATCH in talks over Bt40bn coal plant — Ratchaburi Electricity Generating Holding Plc (RATCH) is in talks with ASEAN’s leading coal miner Banpu Plc to develop a Bt40bn coal-fired power plant in Indonesia (700MW) as part of its strategy to maintain business growth. The new possibility in Indonesia is now undergoing a feasibility study […]
Read More →Thai celebrities cost how much?!
Its just fun to read things like this, when compared to what international musicians/movie stars charge then Thai celebs are far cheaper. And this comment by the owner of Ichitan is hilarious Tan Passakornnatee, founder of Ichitan ready-to-drink green tea, and Ittipat Kulapongvanich, founder of Tao Kae Noi seaweed snacks, believe they can promote their […]
Read More →Sector Update
The market rallied up some 9.5% mainly driven by the usual suspects, prop, tech and banks, in the past month to eek out the year’s return @ +1.8%. So the noise regarding the tapering has passed, and its unlikely to come back until 1Q14 we think, Europe has been quiet as well, so all we […]
Read More →Management Trades 23/09 – 27/09
Notable Transactions Buy(s) THB 1 bn POST – The Chairman and Director both buy THB 41 mn shares TFD – A huge buy by the Exec Chairman @ THB 834 mn done via a combination of shares and warrants. Pre this he held 24% of the co, this should bump him up to 32% (excl […]
Read More →Stocks in the news (gfpt, bbl, mcot, rs) 30.09.13
GFPT Earnings to be best in 3Q — GFPT says that 3Q13 earnings will be the year’s best, with 2H13 beating out 1H13. It expects profit to 10% YoY to Bt16Bn. (Khao Hoon, 30/09/13) Comment: Commented here before, wonderful co, and went through the oversupply situation in the past 1.5 years without issues. BBL Admits […]
Read More →Random Thoughts: Babushka!
Finally back in Bangkok after two weeks in Europe, one of which was is in Moscow. A fabulous country, a fabulous city, its a properly developed city with wonderful architecture, a history second to none, a culture that is incredibly unique, a metro that is better, cleaner and safer than what I’ve seen in NYC […]
Read More →Quality experience the key to Major’s success
Major Cineplex Group Plc (MAJOR) is Thailand’s leading entertainment lifestyle company, with core businesses in cinemas, bowling, skating rinks, retail space, film distribution and media advertising. Chairman Vicha Poolvaraluck discusses the company’s strategy and outlook. Plenty of room for growth, says Mr Vicha. Why is Major defined as a lifestyle company and not a cinema […]
Read More →What happened this week 23/09 – 27/09
Thailand BoT will regulate gold trading to curb speculation – The Bank of Thailand is looking to regulate gold trading, as it suspects gold imports have been used to speculate on exchange rates. The central bank also wants to protect retail investors who buy gold-linked financial papers. (Bangkok Post, 22/09/13) Ministry plans 16 measures to […]
Read More →Stocks in the news (chg, cpf, cth, mcot, scc, sena, tta) 27/09/13
CHG Lots of cash, plans to buy hospitals — CHG currently has over Bt390mn cash in hand and plans to acquire 1-2 new hospitals. Its revenue and profit are expected to grow at 20%. (Khao Hoon, 26/09/13) Comment: Still curious about the management share sales, which have been substantial, first thoughts go to BGH buying […]
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