The foreign ownership law in Thailand has always been a grey area through the use of nominees. Telenor has decided to restructure its holdings within Thai Telco Holdings. Currently DTAC’s major shareholders are as follows: Thai Telco before was structured as follows: And now the new structure is as follows: So the issue in the […]
Read More →Over at Aswath Damodaran’s blog he recently put up thoughts on how to trade earnings announcements. Given that we have been spending most of the month waiting to see if any of our holdings or watchlist companies are releasing earnings and then vigorously updating our models, I thought that this would be an interesting read. Differences across […]
Read More →Source: Healthcareadministration
Read More →Notable Transactions: Buy(s): BLAND – HELLO K. Anant! However this time it he made several sizable transactions last week totaling Bt. 116 mn Sell(s): BANPU – A director sold off Bt 18 mn worth of shares PS – Odd seeing a director of PS buy and sell shares as a trade
Read More →Market begun to show some take profit signs last week with foreign investors slowing down their buying in the Thai Equity market and with banks posting +20% YoY earnings across the board, some profit taking happened in the sector as well. Going forward we are looking at what will happen with the commerce sector, its […]
Read More →Positives: Thai Bank earnings across the board are up +20% US June housing starts rises to most since Oct ’08 Negatives: Spanish bond yields spike to euro record high and the government keeps saying they are out of money. Netherlands, France, Belgium, Germany, Switzerland and the EFSF are getting paid to borrow money, signs of […]
Read More →DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]
Read More →If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]
Read More →Thailand’s domestic automobile sales in June 2012 rose by 76%yoy to 123,471 units, increasing 6% from May 2012, marking the highest level in the history of the industry here. Simply a recovery from the floods last year combined with the first-car buyer incentive scheme. Who benefits? SAT, AH, STANLY are the names we’ve mentioned here […]
Read More →Another relatively quiet week in terms of management trades except for SIRI had the most transactions with the President K. Srettha swapping shares from a personal holding co to his name in SIRI…..and HELLO AGAIN BLAND!
Read More →