ThaiCapitalist research
AQ AQ says AQ Aria Asoke, valued at 1.6bn, sold out within 1 week after launch. It plans to launch new projects focused on single detached houses and townhomes. (Khao Hoon, 08/07/15) Comment: Location is still the most important part of property regardless of the brand name, AQ has done a decent job getting its […]
Read More →A slightly sensationalist headline I admit but according to a Reuters report The quantity of water collected in the three dams totaled 5 billion cubic meters last November, compared to the normal 8 billion cubic meters, said Thanasak Watanathana, governor of the Metropolitan Waterworks Authority. As of Monday, there was about 660 million cubic meters […]
Read More →Is the Land of Smiles going to finally have a legal casino? It looks like it with Las Vegas Sands hosting the media. A couple of weeks after military strongman and Prime Minister Prayut Chan-o-cha shot down the controversial idea, Sands, whose CEO Sheldon Adelson is ranked 18th on the 2015 Forbes billionaires list, last […]
Read More →ADVANC ADVANC expects 2Q15 sales to drop more than 10-20% on the slow economy, though internet utilization will still grow. ADVANC says the company is not worried about sales as there are more than 10mn prepaid subscribers who do not register. (Khao Hoon, 07/07/15) Comment: That’s a huge drop for ADVANC. CHO CHO expects to […]
Read More →BTS MRTA plans to negotiate with BTS to operator the Green Line (Bearing-Saput Prakan) rather than putting it up for bidding. (Khao Hoon, 06/07/15) Comment: Well because BTS already operates every other part of the BTS, the question is only down to politics and fee-arrangements now CGS CGS acting as financial advisor for Ankor Kasemkam […]
Read More →And we wake up this morning with only one thing on people’s mind, Greece greece greece. When in fact we should be looking forward and thinking…are banks NPL’s going to continue to increase? Have they provisioned enough already? If not what are the potential impacts on the rest of the real sector? Are things getting […]
Read More →Notable Transactions Buy(s) THB 71.6 mn BA – And the owner still continues to buy back his shares in the market Sell(s) THB 404 mn ITD – And the exact opposite of BA, here K. Premchai continues to sell his shares! ACD – The President and major shareholder sells over 10% the co, to who […]
Read More →With the Greece vote confirmed last night for a “No”, what’s going to happen to the markets? Well in short, a decline without a doubt will affect most equity markets, but I have my doubts that we’ll see the 5-10% drop that occurred in 2011. In the end this wonderful story of capitalism in Greece […]
Read More →WHA ready to cover all logistics bases WHA began in 2003 with the vision to be a leader in built-to-suit modern warehouses and distribution centres. We saw that Thailand’s logistics cost to GDP was very high at 18% and that there was an opportunity to help the country and the industry to reduce the cost. […]
Read More →Thailand Ministry sticks to 1.2% export target despite dire forecasts – Despite many organisations projecting low export growth this year, the Commerce Ministry has maintained its target at 1.2 per cent as it expects shipments to recover in the second half on the back of a predicted rise in oil prices and a weakening in the value of […]
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