Category: Research

ThaiCapitalist research

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WHTW Top 10: 05/08 – 09/08

Big spend coming, says Uttama : Govt prioritises tax reform, investment . Expanding Thailand Future Fund (TFF) investment and tax reform are two priority policies that will boost development and help to reduce income inequality, Finance Minister Uttama Savanayana told the Bangkok Post Forum 2019 yesterday. Bangkok Post Three-month strategy unveiled to revive economy : […]

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Stocks in the news (ivl, kkc, tmb, upa) 08.08.19

IVL: to buy integrated oxides facilities and derivatives assets from Huntsman for US$ 2b, expects manufacturing capacity increase by 23% in higher-margin business. Comment: Cooooooooooooooookie munsterrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr.  KKC: announce RO 300m shares to existing shareholders 4:1 at Bt 1 apiece, subscription period from September 16-20. TMB-Thanachart Bank may sign merger agreement today. Comment: I’m still curious […]

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Stocks in the news (all, anan, bay, bcpg, chayo, hmpro, osp, tmb) 06.08.19

ALL reports 70% presales in 1st day of launch at its Bt1.2b the Excel Lardprao. Comment: Hmmmm lets see if the transfers are there ANAN to review its investment plan for this year from the existing one of 10 projects worth Bt38b to factor in demand and conditions. Comment: They have their earnings coming out […]

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Market Update 05/08

So reality is setting in again for the markets, here’s what you have coming…trade war impacts are going to hit the markets further. Currencies are going to continuously go a bit nuts. And hey 2/3’s of the debt outside the US are -ve yielding. Specific to Thailand…weak exports…tourism dropping YoY (but still pretty darn good), […]

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Management Trades 29/07 – 02/08

Notable Transactions Buy(s) THB 34.0 mn N/A Sell(s) THB 55.7 mn SKY – Management/directors have been selling this name continuously since the “change” in government. This was one of the odd names that seemed to win several IT projects whereas the rest of the industry suffered, has the tide turned negative for them?

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That sweet weed

Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]

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Random Movements: ORI

This week has seen several names drop -5% but on the 31st July ORI dropped the sharpest… ORI was the only name in the property sector that had suddenly dropped by -15% 2 days ago, and it made zero sense when comparing the share price performance of PSH, LH, AP, and ANAN during the day. […]

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