Effective at the close of 30 November 2016 these are the changes for Thailand MSCI GLOBAL STANDARD INDEXES: (+2) BJC, KCE // delete – none MSCI GLOBAL SMALL CAP INDEXES: (+4) COM7, MALEE, TKN, TFG // (-8) ASP, BJCHI, CBG, COL, CGD DNA, KCE, ROJNA
Read More →Notable transactions Buy(s) THB 606 mn BDMS – Massive buying again! COL – Now this interesting, I’ve always wondered when or how this company will be able to be successful. Would Central Group shove its Lazada purchase into COL? PLANB – Their 1Q #’s were awful hence the ~20% drop in share price, but the […]
Read More →Which country’s government set up is this? 440 members, 330 elected 110 appointed by the Military. If you thought of Thailand I wouldn’t blame you, that is Myanmar’s current structure, raises quite a few questions doesn’t it? Thailand infrastructure projects These ones are postponed – Mr Peerapol said the three projects are the Pink Line […]
Read More →Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
Read More →Notable Transactions As a quick comment – these past two weeks have seen more management buying across the board than I’ve seen in the past 12 months, however it still is relatively small in total value terms Buy(s) THB 347 mn BA – And he continues to buy and buy and buy NSI – It’s […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Notable Transactions Buy(s) THB 588 mn RS – And he keeps buying and buying and buying MTI – The 4th largest shareholder and family member has decided to buy more shares doubling his stake to 4.9% in the company. AJ – Looks like a share swap between the shareholders COL – The founder/CEO has decided […]
Read More →Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn
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