Market Update 22/05 – 26/05
The SET has delivered +1.7% for the year and the change in sector is still the same, i.e healthcare leading the decline and industrials keeping the market up.
Read More →Category: Research
ThaiCapitalist research
Management Trades 22/05 – 26/05
Notable Transactions Buy(s) THB 496 mn BDMS – The founder begins to buy back his shares GBX – Why would the Chairman buy ~5% of this company? BLAND – And he keeps buying and buying. Sell(s) THB 123 mn n/a
Read More →Random Thoughts: 4 questions, something sweet, TCC being clever, welfare
4 Questions There has been a lot of noise regarding the PM’s four questions last week post the bombing at the Phramongkutklao hospital where the military typically visits. The first question asked whether people think the next elected government will ensure good governance. The second question asked what should be done if there is no […]
Read More →WHTW Top 10: 22/05 – 26/05
Fed’s Kaplan backs view for two more rate hikes this year. Robert Kaplan, the president of the Dallas Fed, said he wasn’t worried about the strength of the economy or the outlook for inflation and said he expected the U.S. central bank to raise short-term interest rates twice more this year. With growth registering only […]
Read More →Stocks in the news (ah, ama, apco, bcp, cho, city, ea, egco, erw, global, glow, ifec, intuch, ktc, l&e, maco, news, thai, thani, tisco, trt, sawad, vgi, whaup) 26.05.17
AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]
Read More →Stocks in the news (bbl, bcpg, cpall, cpn, dtac, forth, jubile, mgt, mill, moong, ori, plat, ple, ptg, sc, tcap, thai, tpoly, tta) 25.05.17
BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]
Read More →Stocks in the news (abc, amatav, btw, ggc, gpsc, ichi, ilink, itd, lanna, lpn, pm, ptt, pttgc, smm, sta, stanly, thai, nok, thcom, tmi, vng, vte) 24.05.17
ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]
Read More →Stocks in the news (acap, amata, ap, banpu, bpp, br, cbg, ck, ilink, itel, pk, qtc, smit, sricha, tritn, uv) 23.05.17
ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]
Read More →Market Update 15/05 – 19/05
Returning from my overseas trip I see that everything has gone read this year and that makes me happy. So the story hasn’t changed, its been the same for the past few years, valuations are fairish, the government is still trying to figure out how to run an economy, and tourism is rocking n rolling.
Read More →Management Trades 01/05 – 19/05
Notable Transactions Buy(s) THB 589 mn TKN – After selling a fair amount of shares at mid 20’s he’s buying back quite a bit here. PACE – Well they have mahanakorn transferring…and then the supposed dean & deluca story…and then…well I just don’t buy this story MTLS – I am impressed by their growth numbers..but […]
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