Sahaviriya Steel Industries Plc (SSI) is Thailand’s first manufacturer of hot-rolled steel sheet in coils (HRC) and the largest fully integrated flat steel producer in Southeast Asia. It owns and operates SSI Bangsaphan as a mid-stream steel manufacturing plant, with annual capacity of 4 million tonnes of HRC and 1 million tonnes of pickled and […]
Read More →Notable Transactions Buy(s): BLAND – Hello again K. Anant! CPF – Board Member and Vice President decides to accumulate shares Sell(s): BLA – Multiple sales by management/directors
Read More →Its that time of the year, post 3Q12 results when Thai public companies come to the Stock Exchange of Thailand to talk about their businesses and results for the past quarter and expectations going forward, I highly suggest that if you’re in Thailand or even within the region that you come just for a day […]
Read More →Positives: I can’t find any! O__O Negatives: Fed hints at QE4. They still don’t get it. Japan’s gov’t calls for new elections where new leader will follow path of printing way to prosperity (though will be good for Japanese stocks). Japan’s GDP in Q3 contracts by 3.5% annualized. Chinese loan growth in Oct totals 505b […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →You just gotta love BCA Research, by far one of the best resources and they have a free blog. I’ll post here what I find interesting such as the below article, and it brings across a fairly simple point: SE Asian countries already went through the debt issues in the late 90s hence why the […]
Read More →With the 3G story over the telco sector has been hit down 4% last week thus preventing the market from being able to remain above 1,300. As nearly every large cap has already announced their 3Q12 earnings there just doesn’t seem any key factors locally nor globally that could push markets up further, while I’m […]
Read More →Notable transactions Buy(s): N/A Sell(s): Max – No mention of the management/director name available on the SEC’s website but its a large transaction @ Bt. 41 mn worth of shares sold
Read More →As requested by the readers here…this is the summary of all management transactions for the month of October 2012. Highlighted are major transactions above Bt. 30mn. Comment: BTS … now you know why the own of BTS bought some Bt. 100 mn worth of shares in the month, given that they’ve just announced the likelihood […]
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