Management Trades 04/05 – 08/04
Notable Transactions Buy(s) THB 102 mn TH – Looks like the owners are buying blocks off other shareholders Sell(s) THB 0.5 mn N/A
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ThaiCapitalist research
Market Update 04/05 – 08/05
The market hasn’t been performing well on the back of a continued weakening economy, relatively crap 1Q15 numbers, the BOT recently saying they need to weaken the baht to push growth, and still not the cheapest valuations, it’s only natural that things are coming off.
Read More →Thai Junta dancing and high household debt
Two interesting articles from the FT in the past few weeks about Thailand, first up is a commentary on politics In the latest example of what one commentator has dubbed his “compulsive loquaciousnessâ€, he insisted to guests at an international publishers’ conference in Bangkok last week that he was not their enemy. But what came […]
Read More →Investor Movement – April ’15
The big push by local institutions at the end of April was quite something, represents more than 50% of their net buying for the year. Do note, as requested by some readers, we’ve expanded the charts to include a daily track of all investor movements during the year, enjoy!
Read More →Stocks in the news (advanc, bigc, city, lpn, ptg, sena, slp, sithai, susco, svi, thcom, ticon, tpch, vgi) 08.05.15
ADVANC 1Q15 earnings will be released today. Net profit is expected to grow 3% to Bt9.74bn benefitting from 54% growth in revenue from sales and 7% growth in revenue from service. Net profit this year is estimated to hit Bt42.81bn, 17%growth. (Khao Hoon 08/05/15) BIGC 1Q15 earnings grew 14.6% YoY from sale promotions to Bt1.44bn, […]
Read More →What happened this week 04/05 – 08/05
Thailand Finance minister backs policy rate, calls for new growth areas – The current policy rate of 1.5% is accommodative enough to support economic growth, says Finance Minister Sommai Phasee. (Bangkok Post, 6/5/15) Fishing industry selling new image to Europe to counter IUU threat – Deputy Commerce Minister Apiradi Tantraporn will lead a delegation of […]
Read More →Co Visit: MCOT Plc
Complete media value chain gives edge to MCOT in broadcasting sector MCOT Plc is the state-majority-owned media group that owns and operates a number of radio and TV stations. President Sivaporn Chomsuwan discusses the company’s strategy and outlook. Please explain MCOT’s business model. MCOT is a fully integrated media company involved in TV, radio, new […]
Read More →Stocks in the news (amata, ajp, bts, cei, cwt, earth, eastw, fire, match, nep, pdi, plat, preb, rs, siri, tkt, true, tsr, tta) 07.05.15
AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]
Read More →Bill Gross Investment Outlook
Bill Gross’s latest investment outlook has quite the negative foreboding with comments such as “A “sense of an ending†has been frequently mentioned in recent months when applied to asset markets and the great Bull Run that began in 1981.” “Savor this Bull market moment, they seem to be saying in unison. It will not […]
Read More →Management Trades – April ’15
Notable Transactions Buy(s) THB 1.2 bn Only CCN has caught my eye here Sell(s) THB 3.2bn Interesting to see both MAJOR and PSL large shareholders sell large stakes Note: We are only displaying trades above THB 10 mn
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