ThaiCapitalist research
So the flooding back in Thailand had a far worse impact on GDP versus what all analysts and economy agencies expected. The National Economics and Social Development Board (NESDB) reported the Thai 4Q11 GDP slumped -9.0% yoy, to the lowest in the past 53 quarters and much below the market estimate of -5.0% yoy. Compared […]
Read More →Notable transactions: BGH president bought another THB 83 million worth of shares BLAND owner continues accumulating shares SIRI executives continue to offload their shares!
Read More →Prinsiri Plc was incorporated on Feb 23, 2000, with initial registered capital of 5 million baht to operate real estate development business in the categories of housing estates and condominiums. In 2001 and 2004, the Company won Awards of Merit from the Pacific Coast Builders Conference (PCBC) held in the US. The company also received […]
Read More →I had begun creating this index since my role as an analyst at an investment management boutique firm here in Thailand, back in 2006, demonstrating how small & mid caps (SMCs) absolutely destroy large caps over time. What we wanted to prove was that year in year out, SMC’s would constantly outperform (albeit they didn’t […]
Read More →Earlier today the local media report that the Ministry of Finance, Bank of Thailand and the Thai Bankers Association agreed to increased the Financial Institutions Development Fund fees from 0.4% to 0.47% for deposits (0.46% to fund FIDF debt and 0.01% to the Deposit Protection Agency). These new rates are expected to be implemented by […]
Read More →Recently Exxon Mobil (EM) sold 99% Exxon Mobil Yugen Kaisah (EMYK) to Tonen General (TG) in Japan. What we see here is simply that EM is continuing its broadbased strategy to reduce its stake in the downstream business and focus more upon the upstream petroleum business because of its better margins. This has an impact […]
Read More →Sony (digital cameras) has recently moved its largest camera production site in the world out of the Hi-Tech Industrial Estate in Bang Pa-in, Ayutthaya province to its facility in Amata Nakorn, Chonburi. It is also planning to build a new production plant at Amata Nakorn. NEC TOKIN Electronics (Thailand) Co Ltd located at Navanakorn Industrial […]
Read More →Notable transactions: The President of Bangkok General Hospitals (BGH) bought another USD 1.5 mn (total USD3.5 mn over 2 weeks) worth of shares in the company, fyi their business model over the past few years has been to simply acquire hospitals all over Thailand. BLA has seen its owners selling out of shares over the […]
Read More →Â Notable transactions: President of Bangkok General Hospitals (BGH) bought USD 2mn worth of shares in the company, interesting, and this despite the fact its trading @ 27x trailing PE Anant Kanjanapas has been accumulating shares in BLAND for the past few years, perhaps he’s looking to finally unlock the value in the company shares.
Read More →IFS Capital (Thailand) Plc was incorporated on March 21, 1991 as Ayudhya International Factors Co Ltd (AIF) with initial paid-up capital of 50 million baht. It was a joint venture between Bank of Ayudhya Plc (BAY) and IFS Capital Ltd. BAY sold its shares in AIF to the IFS Group in January 2007, and in […]
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