Management Trades 30/12 – 03/01
Seems like everyone was still on holiday in the first 2 trading days of the year. Notable Transactions Buy(s) – THB 5.3 mn n/a Sell(s) – THB 1.5 mn n/a
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (amata, bbl, cpf, global, glow, ps, wha) 06.01.14
AMATA AMATA land sales for 2013 ended at 1,000 rai. In 2014, it plans to focus more on land sales abroad, especially in Vietnam, to avoid the political turmoil in Thailand. It said that 3-4 customers are already waiting to sign a deal. (Khao Hoon, 06/01/13) Comments: AMATA’s business model is very simple, land sales, […]
Read More →Stocks in the news (ai, chg, ck, ptt, singer, ticon, trt) 03.01.14
AI Huge extra income in 4Q13 — AI will book extraordinary income of more than Bt1bn in 4Q13 from AIE’s IPO. It also said that 2014 will be an uptrend for the insulator manufacturing and engineering business. AIE will be listed in the MAI on Jan 6. (Khao Hoon, 03/01/14) Comment: Punters rejoice! CHG CHG […]
Read More →Management Trades 23/12 – 27/12
Notable Transactions Buy(s) THB 366 mn AP – A director buys THB 68.7 mn worth of shares IFEC – The changing of ownership continues EARTH – A block buy by the owner, there have been quite a few block transactions (both buys and sells) here, no idea what’s going on, although EARTH has now traded […]
Read More →Stocks in the news (ajd, bch, bmcl, earth, jas, spgc, thai) 02.01.14
AJD Submits filing, plans IPO soon — AJD said it has submitted its filing for listing with the SEC on December 26. It plans an IPO of 100mn shares at par of Bt0.50/share. If all goes according to plan, its will do the IPO and list early this year. (Khao Hoon, 02/01/14) Comment: A THB […]
Read More →Stocks in the news (aie, ivl, ptt, nusa, uac) 27.12.13
AIE IPO shares sold out — AIE sold all its IPO shares with 9,827 retail investors receiving the shares. It will list on mai on Jan 6, 2014. (Khao Hoon, 27/12/13) Comment: The usual little one, pop and drop! IVL JV in UAE — IVL entered into a joint venture agreement with ChemaWEyaat to build […]
Read More →Digital TV: BEC wins, WORK out
So the results for the 7 HD digital TV variety-based channels have been released, the way it works is each company bid for a channel, and the top 7 bidders win whilst the bottom 2 are out, so BEC and MCOT are still in the game, WORK misses out (as of writing their stock is […]
Read More →Stocks in the news (bmcl, glow, htech, ea, tmi) 26.12.13
BMCL Capital increase update — BMCL reports that of the 8.55bn newly issued shares as rights offering, 6,275,704,432 were taken, leaving 2,274,295,568 shares to be privately placed. (Khao Hoon, 26/12/13) Comment: Good for the company, will BMCL then in the future also do an infrastructure fund? GLOW Subsidiary signs contract for expansion — GLOW subsidiary, […]
Read More →Stocks in the news (banpu, bec, bts, erw, itd, ivl, ocean, pttgc, rs) 25.12.13
BANPU Writing off treasury stock — BANPU announced it will decrease registered capital by writing off the repurchased registry shares worth Bt135.6mn. The decrease will boost EPS and DPS by 5%. (Khao Hoon, 25/12/13) Comment: Well that’s an easy way to boost EPS BEC BEC concerned and political situation — It will boost ad rates […]
Read More →Stocks in the news (bay, earth, mcot, ocean, noble, ratch, spcg) 24.12.13
BAY Expects merger with MUFG to strengthen — BAY expects to be stronger after merging with MUFG, bulked up by that entity’s loan and deposit portfolios. Net profit in 4Q13 is expected to touch Bt4.09bn, a 7.8% YoY increase, supported by the booking of gains from expiration of Vayupak. (Khao Hoon, 24/12/13) BAY out of […]
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