The past week (and all news going forward for the next few months) is still around the NCPO. Last week it was fairly quiet in terms of news, however over the weekend they gave a clear timetable about an interim constitution to be announced next month allowing an interim legislature & Cabinet to begin governing […]
Read More →AOT AOT says 3QFY14 passenger traffic contracted 7% due to political problems and seasonality. Its MD expects performance to gradually recover in FY4Q14. It expects passenger traffic and revenue growth of 3%. The second phrase of Suvarnabhumi is waiting for NCPO decision. (Khao Hoon, 30/06/14) Comment: Having just flown back to Thailand last night, I […]
Read More →There have been a few corporate deals in the past 2 weeks, True, Property Perfect and WHA come to mind, today we’ll talk about Property Perfect, only because a friend/reader came up with a potentially wonderful gameplan for the company (should they pull it off) and lets go through the steps here. Note: This is […]
Read More →Â A wonderful interview with John “Jack” Bogle who founded the Vanguard Group of mutual funds, everything he says makes perfect logical sense, see the two key quotes that I found interesting from this below and a link to the rest of the article should you wish to read the interview in its entirety: “Whether the […]
Read More →Thailand Rush on to bring down trade barriers – ASEAN member states have urged one another to eliminate barriers on some sensitive products after almost 100% of goods already have zero tariffs, in order to encourage more trade within the region, according to the Thai Commerce Ministry’s Trade Negotiations Department. (Bangkok Post, 26/06/14) Permanent secretary […]
Read More →CK CK not concerned about delays in public project bidding with the NCPO scrutinizing public investment projects to improve transparency. It expects 2014 revenue of not less than Bt30bn and will continue to bid new projects in late 2014 of Bt20bn, bringing backlog up to more than Bt100bn. (Tun Hoon, 27/06/14) Comment: Thinking aloud, wouldn’t […]
Read More →ACD ACD reports good presales at condo in Maha Sarakham with 50% booked within a week. It is confident that all 300 units will be sold in 3Q14. (Khao Hoon, 26/06/14) BCP BCP said that its Bang Chak Hi Diesel is a hit among consumers with market share at #2 for diesel stations and sales […]
Read More →Thailand, Thailand, you’ve been a naughty boy, being an undemocratic country in today’s world is unfathomable in our eyes so we shall punish you, by waggling our finger. Do you think the General is going …nope neither did I. Thailand already has sanctions imposed on military cooperation by the US and Australia since the coup […]
Read More →GOLD Golden Land cranks up outlook – GOLD has increased its housing sales and revenue forecasts by 36% and 16%, respectively, citing improved sentiment in the low-rise housing market. Saenphin Sukhee, managing director for residential development, said Golden Land raised its 2014 sales target to Bt3bn from Bt2.2bn earlier as housing demand in the low-rise […]
Read More →AJD AJD expects set-top box sales of more than 2mn and expects the coupon will be issued in September. It says AJ is a market leader with a gain market share of 50%. It expects revenue to triple from Bt1.65bn in 2013. (Khao Hoon, 24/06/14) Comment: Yes, IF the coupon deal materialises, its still a […]
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