ThaiCapitalist research
Notable Transactions Buy(s) THB 213 mn BA – The family believes that the decline in shares since its IPO is overblown – I think not. MC – The founder continues to accumulate shares, what I haven’t liked about MC is that SSSG has been negative since IPO, all the growth comes from store expansion, can […]
Read More →A great article on the Economist popped up a few days ago detailing Thailand’s economic growth during the political crises that the country has faced and the demographic issues that Thailand has today, here are the key charts, key points, and a link to the full article Thailand’s volatile politics have not prevented it from […]
Read More →Thailand More stimulus on the cards if revenue surpasses expectations – The Finance Ministry is poised to add more spending to the mid-year budget in an attempt to boost the stuttering economy if the government’s revenue collection exceeds its target. (Bangkok Post, 1/12/14) BoT at ease over NPL risk – BoT said there are no […]
Read More →CHO CHO confident revenue this year will grow no less than 50% due to strong flow in orders. It said that it plans to expand aggressively in overseas markets further through its catering hi-loaders truck business for airlines in markets abroad. The management confirms the exercise date for CHO-W1 is Dec 30, 2014. (Thun Hoon, […]
Read More →AMATA AMATA expects to sell 500 more rai at the end of this year, raising total land sales for the year to reach its target of 1,000 rai. It said it has more than 2,800 rai in land ready for sale that is simply waiting for EIA approval. Next year, it will invest more than […]
Read More →AJD SP still not lifted— The SET is keeping AJD tagged SP, saying it was not satisfied with AJD’s explanation about the capital increase via PP. (Kao Hoon, 2/12/14) Comment: PP’s have been one of the ways speculators use to gain additional shares in a company to “control” the stock price, it is a positive […]
Read More →Notable Transactions Buy(s) THB 2.4 bn MTLS, IFEC, NMG, GFM, RS, JAS, M-CHAI, BA, EARTH, STA, EPCO, KSL, AUCT, SAMART Sell(s) THB 2.0 bn CGD, NMG, IFEC, MONO, DNA, BTS, BSM, DNA, ABC, PPM, BTC, BLAND, EE, EPCO, CHO, MACO
Read More →AOT AOT reports FY2014 profit of Bt12.2bn, 25% lower than last year, as a result of 88% lower hedging profit. (Kao Hoon, 1/12/14) BCP Offering to buy BCP shares from PTT — BCP’s management and employees will make an offer to buy 27% of BCP shares from PTT worth Bt12bn. (Kao Hoon, 1/12/14) Comment: Now […]
Read More →The story for the SET remains the same, year end buying from local institutions are and will continue to buoy the market, and the developments in the commodities market haven’t had an effect yet on any names outside the energy sector. Thinking aloud, what if the crash in commodities leads to asset selling leads to […]
Read More →Notable Transactions Buy(s) THB 325 mn EARTH – The owner buys a significant stake in the co JAS – On the news that their IFF is about to finally go through, a Director buys THB 86 mn worth of shares NMG – The owner puts more $ into the company, THB 127 mn, will digital […]
Read More →