Market research on Thai Stocks in the SET Index
VGI VGI ramps up skytrain, Airport Rail Link coverage — VGI will begin selling ads in cross-category packages for the skytrain on October 1. The move will help to increase its gross profit margin by 1-2% and boost revenue to Bt1bn this year. In its cross-category package, clients can buy ad spaces on billboards and […]
Read More →Notable Transactions Buy(s): THB 2 bn CGD – This is interesting, this is a massive buy back by the family members (THB 1.8bn), not sure what the story is at these levels. NWR – Been a wonderful construction co play since the end of last year. TASCO – MD buys shares Sell(s): THB 837mn Forth […]
Read More →AMATA AMATA gears up for rush of land sales — AMATA said hundreds of land sales are expected to be sealed in the second half of this year, mostly in the car industry. Viboon Kromadit, a director and senior VP said each deal will require hundreds of rai of land, with the largest deal at […]
Read More →This came across my desk yesterday. MSCI Thailand (MSCI Global Standard) Add : HMPRO, MINT, INTUCH, TRUE Delete : None MSCI Thailand (MSCI Global Small Cap) Add : ANAN, BMCL, EASTW, EA, GRAMMY, GUNKUL JMART, KTC, MALEE, N-PARK, OFM, OISHI, SAMTEL, SPCG, TFD, THRE, UMI, UV, VGI, WHA Delete : BLA, BTS, VNT Â
Read More →BAY BAY opens Laos venture — Krungsri Consumer, an unsecured loan lender under BAY, plans to commence its auto and personal loan joint venture in Laos in July. BAY’s two financial arms – Krungsri Consumer and Ahudhya Ca;pital Auto Lease (Krungsri Auto) – each own 35% of Krungsri Financial Service (Laos), with the balance held […]
Read More →CENTEL Food, hotels getting equal slice of Centel’s Bt24bn pie — CENTEL has earmarked Bt24bn to expand its hotel and food businesses through next year. Of the total, half will be spent this year and the other half next. The investment budget has been evenly allocated to hotels and food at 50:50. It plans seven […]
Read More →TRUE True eager for three licenses — True Corporation looks set to view for three digital terrestrial TV licenses in a strategic move to consolidate its cable TV business following the challenge of dark hourse CTH. It also plans to expand its mobile and cable TV networks to Myanmar this year its CEO said. (Bangkok […]
Read More →Notable Transactions: Buy(s): THB 77mn GFM – A block sale between family members worth THB 52mn Sell(s): THB 144mn BLA – Family member continues to take profit, this time to the tune of THB 21mn GFM – See above
Read More →CPALL CP outlines Bt2.5bn expansion — CP All, the operator of 7-Eleven convenience stores, intends to invest Bt2.5bn to build four distribution centers across the country to support its future expansion in which the number of stores would reach 10,000 by 2017. The first center, which is under construction at a cost of Bt1bn in […]
Read More →Thai Tap Water Supply Plc (TTW) has been the tap water producer and distributor since 2004 for the Provincial Waterworks Authority (PWA) in two provinces west of Bangkok: Nakhon Pathom (Nakhon Chaisi, Sam Phran and Buddha Monthon districts) and Samut Sakhon (Muang and Krathum Baen districts). The company has a maximum production capacity of 440,000 […]
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