Positives: ECB shouts from the rooftops saying that they’ll save the Euro China’s latest manufacturing index rises to 49.5 a 6 month high Thailand maintains it key policy rates at 3% Negatives: German IFO business confidence falls to lowest since Mar ’10 UK GDP in Q2 falls .7% q/o/q, down for 3rd straight quarter Euro […]
Read More →This is good news for continued fund flow into the local equity market here. LTF’s essentially were created as a methodology for individuals to 1.) minimise their tax bill, 2.) improve domestic long term shareholding in the SET. Whats startling is still the simple fact that despite retail investors accounting for 60% of daily trading […]
Read More →First off there’s a massive difference between what is a good company and a good stock to invest in, and here I’ll just simply use BIGC as an example. Its an exceptionally well-run company, operating in a growing industry, and with strong financials. Over the past few months its been trading over Bt. 200/share at […]
Read More →The foreign ownership law in Thailand has always been a grey area through the use of nominees. Telenor has decided to restructure its holdings within Thai Telco Holdings. Currently DTAC’s major shareholders are as follows: Thai Telco before was structured as follows: And now the new structure is as follows: So the issue in the […]
Read More →Over at Aswath Damodaran’s blog he recently put up thoughts on how to trade earnings announcements. Given that we have been spending most of the month waiting to see if any of our holdings or watchlist companies are releasing earnings and then vigorously updating our models, I thought that this would be an interesting read. Differences across […]
Read More →Source: Healthcareadministration
Read More →Notable Transactions: Buy(s): BLAND – HELLO K. Anant! However this time it he made several sizable transactions last week totaling Bt. 116 mn Sell(s): BANPU – A director sold off Bt 18 mn worth of shares PS – Odd seeing a director of PS buy and sell shares as a trade
Read More →Market begun to show some take profit signs last week with foreign investors slowing down their buying in the Thai Equity market and with banks posting +20% YoY earnings across the board, some profit taking happened in the sector as well. Going forward we are looking at what will happen with the commerce sector, its […]
Read More →Positives: Thai Bank earnings across the board are up +20% US June housing starts rises to most since Oct ’08 Negatives: Spanish bond yields spike to euro record high and the government keeps saying they are out of money. Netherlands, France, Belgium, Germany, Switzerland and the EFSF are getting paid to borrow money, signs of […]
Read More →DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]
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