ThaiCapitalist Commentary
Names today: Â BEAUTY, CHG, DTAC, INET, IRPC, QTC, NUSA, PAF, SAPPE, SCI, THANI, TSTH BEAUTY Beauty expects 4Q15 earnings to be peak on the back of seasonality. It expects 2015 revenue to achieve target of Bt1.7bn (20% growth). It is considering expanding to Asian countries in 2016. It expects this to raise its exports. (Thun […]
Read More →Notable Transactions Buy(s) THB 1.29 bn Sell(s) THB 3.43 bn
Read More →Names today: GCAP, JAS, KAMART, MATCH, MODERN, NCL, NUSA, PK, PTT, SGP, SUPER, SVOA, UWC, VGI GCAP GCAP licensed to engage in nano-finance and offer personal loans. It expects this to support robust earnings in 2H15. (Thun Hoon, 02/11/15) JAS JAS says it is ready for 4G auction for 1800MHz and 900MHz. It expects this […]
Read More →The market feels like it’s ready to go on a holiday with profits being taken from the rebound last month and the only thing keeping investors awake are locally 1) 4G and mega infrastructures and internationally 2) Will job numbers in the US allow the Fed to increase rates this year.
Read More →Notable Transactions Buy(s) THB 38 mn N/a Sell(s) Â THB 95 mn KC – The President decides to sell off nearly THB 30 mn worth of shares
Read More →Quite an interesting study made by McKinsey on the impact of sharebuybacks on future growth, and they came to the conclusion that (as it should) makes some sense. The types of industries that are making up the US Stock markets have changed over the past few decades. Here are some snippets and a link to the […]
Read More →The stimulus budget of Bt14.6bn (soft loans, village fund, SME loans and home loans) is expected to be spent this year. The Government Housing Bank’s ability to extend home loans depends on its board because the MoF does not have the authority to increase its loan ceiling. The MoF permanent secretary expects GDP growth of […]
Read More →Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF ACAP ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online […]
Read More →The other day the cabinet came out with a ruling that: Approved the waiver of value added tax, specific business tax & stamp duty for transferring assets from property funds into REITs. Approved the waiver of income tax for unit-holders of property funds that are converted into REIT So what? This should pave the way […]
Read More →