There was a FTSE index re-balancing that occurred on Friday, here’s the breakdown: Large cap inclusion: TRUE (from mid cap); exclusion: BAY. Mid cap inclusion: none; exclusion: TRUE (from large cap). Small cap inclusion: CK, BMCL, SUPER, GUNKUL, GFPT, TICON, CHG, CKP, KCE; exclusion: CPNRF, SUC. All-world inclusion: none; exclusion: BAY. All-Cap (LMS) inclusion: CK, BMCL, […]
Read More →Hot off the presses: The FTSE Global Equity Index Semi-Annual Review which will take place as of the close of Mar 20, 2015. BAY will be removed from FTSE All-World and FTSE Large-Cap and TRUE is upped to Large Cap from Mid Cap. FTSE Large Cap: Add: TRUE Delete: BAY FTSE Mid Cap: No addition […]
Read More →AI Management expects revenue of Bt9bn in 2015 from Bt5bn in 2014 and will invest Bt200mn to increase palm oil production capacity and set up solar power plant with 2.6MW capacity supporting sharp revenue and earnings growth. (Thun Hoon, 20/11/14) Comment: Another firm that will have a small solar power plant – 2.6 MW means […]
Read More →AJD AJD starts trading at new par value of Bt0.1/share today and expects price at Bt3.2/share. Management reports set-top box sales volume of 500,000 boxes YTD and expects to sell 2mn boxes in 2014. The company is studying investing in a solar power plant in China. (Kao Hoon, 4/11/14) Comment: Stock splits = retail gold! […]
Read More →Notable Transactions Buy(s) THB 848 mn Sell(s) THB 3.8 bn
Read More →Notable Transactions Buy(s) THB 119mn IFEC – So this funny renewable energy company is actually worth something in the eyes of this Director RS – K. Surachai has been buying shares in RS non stop for the past 2 years SAM – The MD buys a relatively large stake (mkt cap is thb 2bn) in […]
Read More →Anyone else noticing the fact that there have been more insider sales vs buys over the past month? Notable Transactions Buy(s) THB 44 mn N/A Sell(s) THB 310mn AJP – A huge sale, nearly 7% of the total shares in AJP sold, THB 121 mn CHG – Continued selling by the directors/owners of this hospital […]
Read More →Notable transactions Buy(s) THB 42.6mn N/a Sell(s) THB 1.6 bn ABC – The well known punted/speculated stock price has the owner selling CHG – Constant selling by the owners of this hospital TPIPL – Massive THB 1.47 bn sell by the owner
Read More →Notable Transactions Buy(s) THB 214 mn AUCT – The Chairman buys another huge stake NMG – The Vice Chairman buys a huge amount of warrants Sell(s) THB 340 mn ABC – ABC has been in the news a lot given its performance (i.e. +30% in a day), and here the CEO sells off THB 38.6 […]
Read More →AAV AirAsiaGo taps booming middle class – AirAsiaGo, one of Asia’s fast-growing online travel portals, is expediting its expansion in Thailand to catch in on the trend for online travel booking. Yesterday’s announced launch of a US$10mn technology platform, engineered by travel technology giant Expedia, will be instrumental to its aggressive growth plan. (Bangkok Post, […]
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