Category: Research
ThaiCapitalist research
Stocks in the news (bay, bts, aeonts, centel, ck, ckp, demco, hemraj, jmart, kbank, cpall, mbk, nusa, ps, siri, trt) 03.02.15
BAY Bank of Ayudhya launches new corporate credit, aiming at three key businesses, i.e. car dealers, tire dealers and electrical appliance dealers. The key selling point is to waive collateral and give a high credit line to accommodate the value chain of the businesses. (Thun Hoon, 03/02/15) BTS/AEONTS BTS joins with AEONTS to launch joint […]
Read More →MAI firms set for jump to main board
The MAI has been a hot performer for the past 18 months and as a result of this several companies are going to make the jump from the MAI to the SET. Here are the key points: Ten MAI-listed companies have met the criteria to upgrade to a listing on the Stock Exchange of Thailand, […]
Read More →Stocks in the news (ap, centel, ck, ckp, demco, epco, epg, fire, ilink, mpic, mtls, pace, ptt, salee, scc, spcg, thai, tmc, tpch, trt, vng) 02.02.15
AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]
Read More →Market Update 26/01 – 30/01
We had 2 small bombs go off in Bangkok (at Siam Paragon) this week and I wonder what the fallout will be during the week, will we see the military come out stronger? They’ve already said that they’ll most likely hang around longer. Globally the only real bother of news seems to come from Europe, […]
Read More →Management Trades 26/01 – 30/01
Notable Transactions Buy(s) THB 10 mn N/A Sell(s) THB 3.6 bn AIRA – Looks like a huge block sale by one of the founders CK – It’s very rare to see the founder of CK sell his shares EA – Also looks like a block sale here PS – A director sells off a decent […]
Read More →Stocks in the news for the week
Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →What happened this week 26/01 – 30/01
Thailand SRT may swap land for debt – The State Enterprises Policy Commission or superboard has endorsed the state agency reform framework including a proposal to swap certain land ownership rights of the loss-ridden State Railway of Thailand (SRT). (Bangkok Post, 27/1/15) BoI hails surge in new projects – Investment projects approved last year by […]
Read More →Market update 19/01 – 23/01
Given that I’ve had such a busy month/week, all posts for this week will be summarised into a few posts
Read More →Management Trades 19/01 – 23/01
Notable Transactions Buy(s) THB 39 mn N/A Sell(s) THB 130 mn PRINC – A backdoor listing in 2013, the owner now sells shares after reaping 100-200% returns. Apparently the company is supposed to be doing property. XO – A recent listing, the MD sells off a couple % on total shares.
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