Market research on Thai Stocks in the SET Index
So BLAND’s owner, K. Anant, came out for his first press interview in Donkey years and here are the key points Plans to spend 2 billion baht to develop new projects at Muang Thong Thani and sell 600 rai on Srinakarin Road worth 7.2 billion baht. Chairman Anant Kanjanapas said the company also aims to […]
Read More →Fairly quiet week in terms of transactions, with only a big sell (THB 37mn) from a director of Preuksa Real Estate (PS)
Read More →Other than the simple reason that Thai banks corporate income tax rate is dropping from 30% last to 23% this year to 20% next year which has been a boon to their bottom line (remember the thai banking sector is really the only sector on the market paying full corporate income tax rates) the two […]
Read More →Khonburi Sugar Plc (KBS) was established in 1965 by Tawil Tawintermsup under the name Nong Yai Industry Co Ltd in Chon Buri’s Nong Yai district, with a cane crushing capacity of 1,500 tonnes a day. Listed on the Stock Exchange of Thailand in May 2011, today KBS crushes more than 20,000 tonnes of cane daily […]
Read More →Normally one would only read about negative news regarding Thailand on CNN, how far things have come, with AIS being ranked amongst the top five stocks in Asia. Advanced Info Services: AIS is the largest telecom company in Thailand. Singapore Telecom, the region’s largest carrier, has a 23% stake in AIS. But I like AIS […]
Read More →Notable Transactions Buy(s): BLAND – K. Anant is still accumulating shares! This run up is nowhere near finished. Sell(s): ERW – Hmmm ERW is a stock/company I’ve liked for a while and to see one of the founding family members sell off a portion is a slightly disconcerting (especially after analysts began writing about it […]
Read More →Well then, first on the 14th of this month the BOT Governor comes out publicly saying “Thailand doesn’t need an interest- rate cut as credit growth is accelerating and domestic demand is countering a slowdown in exports, central bank Governor Prasarn Trairatvorakul said.” Source: Bloomberg And then on the 18th of this month, the BOT […]
Read More →Notable Transactions Buy(s) MINT – The owner puts in a massive public bet on his company at THB 2.99 bn Sell(s): BGH – A director and major shareholder sells a massive stake @ THB 1.4 bn to “institutional investors” in other words, shareholder battle is over. SPCG – A director sells off THB 75 mn […]
Read More →Aeon Thana Sinsap (Thailand) Plc (AEONTS) was incorporated on Sept 18, 1992 by Aeon Credit Service Co Ltd in Japan. The company currently has paid up capital of 250 million baht. Managing director Yasuhiko Kondo and senior vice-president Supannee Asawasuwan discuss the company’s strategy and outlook. Yasuhiko: Fees to be main income What is the […]
Read More →Hemaraj Land and Development Plc (SET symbol: HEMRAJ) has been Thailand’s leading developer of industrial estates and related services since 1988. It offers developed industrial land, utilities, ready-built factories for rent, warehouses for logistics, quality industrial services and an integrated logistics and supply chain in six industrial estates, located mostly along the Eastern Seaboard. It […]
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