November Management Trades
Summary of the months significant management trades Buy(s) – BTS, CPF, E, MINT, RS, SAUCE, SIRI, TGPRO Sell(s) – BTS, ITD, KK, PSAAP
Read More →What happened this past week 03.12.12 – 09.12.12
Positive(s) 1. Thai NBTC gives the go-ahead to 3G licences, and the circus is finally over! We hope… 2. US econ added +146,000 jobs in November and the unemployment rate fell to 7.7% lowest since Dec ’08 3. Australia and Canada report better than expected job gains in Nov 4. German factory orders in Oct […]
Read More →Lunch with Buffet
Lovely little column over @ the New Yorker The way Buffett runs his company, Berkshire Hathaway, which owns more than eighty other companies outright, is similarly out of tune with the times. In the current stereotype of corporate acquirers, firms like Bain Capital load companies with debt, downsize their workforces, and strip them of assets. […]
Read More →Unique products and focused service set BSM apart
Originally published in the Bangkok Post 7.12.12 BuilderSmart Plc (BSM) was established on July 20, 1999 as BuilderSmart Distribution Centre Ltd. It manufactures and distributes high-quality building materials to the commercial, office and residential sector for interior designers, architects, contractors and developers. In October 2007, BuilderSmart Distribution Centre became a public limited company and changed […]
Read More →Stocks in the news 07.12.12
Ok given that I do receive a silly amount of emails in the every morning regarding which Thai stocks have news accouncments we’ve decided here to compile and simply list it out b/c the majority of the news announcments are in the Thai papers. We’ll keep this going for as long as we feel its […]
Read More →Management Trades 26.11.12 to 30.11.12
Notable Transactions Buy(s): E – Evolution capital, the Srichawala group and the founders of E recently joined up with, theres a story to be told here perhaps in later post MINT – The founder puts more weight behind his own shares SIRI – The president buys the warrant (hence the lower price), I’ve told the […]
Read More →Sector Update 26.11.12 to 30.11.12
Markets had a wonderful end to the week with the SET hitting a 16-year high at 1324.04 with strong fund flows from the MSCI portfolio rebalance as well as LTF’s (expected to continue further this month).     Â
Read More →What happened this past week?
Positives Thailand’s auto sales increase 200+% in October Thailand’s exports improve 14% in October Greece escapes and is given more time to figure itself out Spanish and Italian bond yields fall to new lows Japan’s IP in Oct unexpectedly jumps by 1.8% helped out by smartphone component production. Also, further yen weakness leads to highest […]
Read More →Jeremy Grantham’s latest quarterly letter
Lots to cover from his latest quarterly letter and I highly suggest you go to the source link below, but these are a few of the highlights US GDP growth rate will never return to 3% p.a. Resource costs have been growing @ 7% a year since 2000, if the world continues to grow under […]
Read More →Thailand’s auto sales climb 233% YoY in October
Slightly skewed data given that this time last year the floods were all over Thailand and coming towards BKK but still, sales up 233% up to 142,839 units, the details are as follows: Passenger cars accounted for 72,211 units, up 263.7 per cent Commercial vehicles which include 1-tonne pickups stood at 70,628 units or up […]
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