ThaiCapitalist research
Just made public is this interview done by the FCIC and Warren Buffet, it’s 1 hr 39 mins so sit back and enjoy listening to him discuss his investment ideas and process. Audio Link: FCIC Transcript link: Ritholtz
Read More →ADVANC Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16) ARROW ARROW expects 1Q16 earnings to be good on the back […]
Read More →Dividends dividends and more dividends shall be paid out over the next few weeks and typically ends by the 1st week of May. This combined with people still hanging onto the hope that 1Q16 #’s will show an improvement (we have our doubts, retail looks dead) has kept the market rather buoyant. Now telco’s – […]
Read More →Buy(s) THB 304 mn IFEC – Hmmm should we really believe in this IFEC story? BA – And he’s still buying and buying and buying TFG – The Chairman decides to buy another THB 25 mn worth of shares Sell(s) THB 240 mn IFEC – Nope! TVT – So has it peaked for TV content? […]
Read More →Tax cheer for Songkran? — To heat up local dining and travel during the sweltering Thai New Year season, the government plans to roll out a new tax incentive scheme aimed at sparking a Songkran spending spree amid the languid economic recovery. (Bangkok Post, 21/3/16) Stimulus deadline spurs race to cut rates — Mortgage competition […]
Read More →Diversified property holdings key to success for UV Univentures Plc (UV) was founded in 1980 as a manufacturer and distributor of zinc oxide and listed on the SET in 1988. Over the years it has evolved and today it is a holding company specialising mainly in property and related businesses. Director Worawat Srisa-an discusses the company’s strategy and […]
Read More →AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]
Read More →AOT AOT expects earnings to be better than in 2015, which had a profit of Bt18.7bn, backed by weak oil price and tourist expansion. The board approved a budget of Bt27bn for Phase 3 of Don Muang airport. It will extend the lower landing fee to two years. (Thun Hoon, 24/03/16) Comment: Boom, get ready […]
Read More →AOT AOT to put Suvarnabhumi airport phase 2 up for auction, This project is valued at Bt16.7bn (Khao Hoon, 23/3/16) BJC Berli Jucker Plc’s (BJC) shareholders okay buying BIGC. Shareholders have voted in favour of a $6.2 billion acquisition of hypermarket operator Big C Supercenter Plc from France’s Casino Group, sources told Reuters. (The Nation, […]
Read More →BWG Board approved a dividend Bt0.04/share. It will issue BWG-W4 at a ratio of 6 old shares to 1 new share to shareholders and those who exercise BWG-W3. It will increase capital. (Thun Hoon, 22/03/16) Comment: Well they seem rather adamant on expanding in the waste to energy segment DEMCO DEMCO bidding for EGAT and […]
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