Management Trades 12.11.12 to 16.11.12
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 →Category: Commentary
ThaiCapitalist Commentary
Latest changes in the MSCI Indices -14 listed thai co’s added
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 →Can The Debt Supercycle Migrate Beyond The Developed World?
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 →Sector Updates 05.11.12 to 09.11.12
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 →Management Trades – October Summary
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 […]
Read More →What happened this past week?
Positives: US Election noise is over China’s economic data all rise a bit more than expected (retail sales, PMI services, CPI @ 1.7%) Oz, Indonesia, S. Korea, M’asia keep their int rates the same Negatives: Silly ppl are still trying to make a name for themselves over the 3G license in Thailand…fyi Laos is already […]
Read More →Global Credit Cycle Lurches Down
De-leveraging sucks for stocks, the economy, consumer spending etc etc, unless global central banks print gazillions of dollars 🙂 The credit impulses in all three major economies – the euro area, the U.S. and China – are now negative, albeit very slightly in the case of China. This is the first time in three years […]
Read More →3Q12 Summary thus far..winner is Home Office Products o__O
Earnings season here continues until the 15th November but given that the majority of the major companies have already announced their earnings I thought it would be best to summarise the results thus far. 9M12 vs 9M11 the top 3 sectors were for net profit growth: Home office Products +160% Food & Beverage +128% Tourism […]
Read More →Slower Growth World
My buddy Saroj is out with his latest comments on the local economy, showing how Thailand’s GDP has been affected by Europe Thailand traditionally relies a lot on external demand in terms of export and tourism. While there is still growth in export (THB value) this year, the growth come short of the expectation of producers, hence […]
Read More →3G beneficiaries
Just received this in my mailbox, its a rather nifty little infographic showing which publicly listed companies in Thailand will benefit from the recent issuance of 3G licenses to the telecom operators.  Source: Not sure, if someone knows do inform me so I can credit them properly
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