Tag: BBL

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Stocks in the news (advanc, ap, aot, apcs, bbl, brock, btc, cpall, cfresh, eforl, fsmart, grammy, intuch, jasif, mtls, s11, scc, sf, smpc, tcmc, tse, uniq, vpo) 16.02.15

ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

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Some Banks are minting it, others are meh

  Banks are always the first to announce their financial performances and here are some quick thoughts: Just look @ BAY’s performance, followed by its corresponding stock price performance, it has just been amazing. The larger banks in general are still continuing to grow, NPL management has been proactive, especially at KBANK. The smaller institutions […]

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Management Trades – Dec ’14

Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]

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Stocks in the news (ait, bbl, bjc, dcon, fire, it, jubile, ktb, lc, lh, sena, thai) 08.12.14

AIT 10% growth next year – The company expects 2015 revenue to reach Bt6.2bn and will grow 10% next year. (Kao Hoon, 8/12/14) Comment: This company just continues to grow and grow each and every year. BBL BBL sees greater prospects offshore – Although Thailand’s largest bank, Bangkok Bank (BBL), already has the greatest footprint […]

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Stocks in the news (ajd, bbl, dtac, ecf, jsp, ptg, ssi, stec, tip, tta) 02.12.14

AJD SP still not lifted— The SET is keeping AJD tagged SP, saying it was not satisfied with AJD’s explanation about the capital increase via PP. (Kao Hoon, 2/12/14) Comment: PP’s have been one of the ways speculators use to gain additional shares in a company to “control” the stock price, it is a positive […]

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Management Trades – October 2014

Notable Transactions Buy(s) THB 2.3 bn DCC, TH, PJW, SAM, SAMART, TICON, TNH, SYNTEC, RS, IEC, BBL Sell(s) THB 1.17 bn TFD, PJW, PRINC, ACAP, NH, BGH, OCEAN, IEC Note: Image displays transactions that are above THB 20 mn only.

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Management Trades 27/10 – 31/10

Notable Transactions Buy(s) BBL – A clever buy, BBL’s stock price had a short term issue with the NVDR quotient being filled up, this has now been rectified hence the stock price recovery TICON – I’m half guessing that this is just a switch between custodians – but i’m not too sure Sell(s) IEC – […]

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Thai banks up 8% YoY

A couple of things to note: The major banks are still performing ok, mainly on cost management and lower provisions 9M YoY performance is average to say the least with the sector only up +5.7% Autoloan related fincos, Tisco and KK, are still suffering, though this may very well be the end of the high […]

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Stocks in the news (bbl, bsm, cho, dtac, earth, efc, fsmart, irpc, pf, pttep, ratch, samtel, sithai, syntec, trc, trt, wha) 10.10.14

BBL BBL approves loan of Bt7bn to MILL for the acquisition of a steel business in Thailand. It also sold shares of TSI to MILL for Bt220mn. MILL’s board has approved a capital increase of Bt1.5bn to restructure its company and expand its businesses. (Kao Hoon, 10/10/14) Comment: It is very rare in Thailand for […]

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Stocks in the news (bbl, bcp, bland, eforl, estar, hmpro, ilink, jmt, kbank, preb, scc, seafco, siri, sithai, smart, tta, uwc) 02.10.14

BBL BBL wins Myanmar licence – Bangkok Bank (BBL), Thailand’s largest lender by assets, is the only Thai bank among the first nine foreign ones to win a limited banking licence in Myanmar. The approval is preliminary for 12 months, during which time the winning banks must comply with Central Bank of Myanmar requirements before […]

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