Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s) THB 314mn BDMS – And he’s still buying shares WHA – The (ex) husband and wife team continue to buy back shares in WHA, everyone knows that 2016 will be an amazing year for EPS growth but going forward a lot is still up in the air IFEC – First time in […]
Read More →What a week this has been, firstly we started off with rumours in regards to Europe somehow banning Thai businesses and citizens. Where on earth could this have come from? Who would have believed this (a lot of people it seems) But what was the impact? The market suddenly dropped by -1% after the midday […]
Read More →ADVANC ADVANC plans to invest Bt14.5bn to develop 4G network. It currently has cash on hand of Bt44.5bn. (Thun Hoon, 4/12/15) Comment: But the debt portion will increase by a significant amount of pay for the 4G concessions AIT AIT expects 2015 revenue to reach Bt5bn and plans to get a partner to create a […]
Read More →J.S.P. thrives on an integrated community approach We began in 1991 by providing long-term rental and leasehold units to clients at our Rama III Road location. Back then our clients were predominantly freighters and cargo companies. In time we expanded to freehold projects under the JSP brand, focusing on outer Bangkok and other areas around […]
Read More →BJCHI BJCHI expects 2016 revenue to grow 15%, backed by projects worth Bt5.2bn. It plans to join a new Bt40bn auction and expects to get projects worth of Bt6.5bn. (Thun Hoon, 3/12/15) Comment: And yet despite the decrease in oil prices, they still can continue to grow, why? It’s a huge industry and Thailand is […]
Read More →Well then….just hot off the SEC presses. Now while I applaud the SEC for actually catching them, the fine’s are really pitiful when you consider that the this is the CHAIRMAN and VICE CHAIRMAN of one of the largest company’s in Thailand, front-running the entire investment community ahead of one of the largest M&A deals […]
Read More →BJC BJC expects its highest ever revenue this year backed by two extra gains. However, this year’s revenue will miss its target of 10% growth. It plans to expand abroad to gain international market revenue of 50% within 3-5 years. (Khao Hoon, 2/12/15) Comment: Broadly the international market revenue is mainly from Vietnam, their latest […]
Read More →ARROW ARROW plan to invest Bt40mn to build construction manufacturing plant. It expects to get revenue of Bt100mn with 20% revenue growth this year. (Thun Hoon, 1/12/15) Comment: And this little company continues to grow and grow BSM BSM to finalize partnering with Australian company. It expects to get Bt35mn each year. It aims to […]
Read More →There’s been a lot of news in the financial press in regards to Aberdeen’s continued decline in AUM and how this is a potential sign of investors viewpoints that emerging markets are rubbish. Now if this is the case then there could be continued selling by the FM’s of the funds managed by Aberdeen, if […]
Read More →Notable Transactions Buy(s) THB 1 bn BA – And the owner is still at it buying his shares, given that he’s had an average purchase price of some ~thb 20/share he appears to be doing quite well DCORP – Â Huge purchases by the chairman and the vice-chairman to the tune of a sweet + THB […]
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