Notable Transactions Buy(s) THB 245 mn NMG – The Presidents buy’s a significant number of shares worth THB 37 mn IFEC – The CEO buys a sizeable stake, most likely off the market. EARTH – The key family members are buying back stakes, most likely off the market as well. Sell(s) THB 1.1 bn EA […]
Read More →With Xmas and New Years within the next 2 weeks, this will be the last post for the year as its time to unwind, relax and recharge for what will be an exciting and most likely volatile 2015. 2014 was close to a normal year for Thailand, we faced a military coup with a self […]
Read More →As posted earlier this month, there MSCI rebalancing was effective as of today’s closing, a gentle reminder on what the changes were MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF […]
Read More →AJD Management said the company can set up co-antenna in condominium to receive digital TV signals and expects this market to have a value of Bt1-1.5bn. The company will ask the NCPO to approve a new round of digital TV coupons. The company stands top in the set-top box market. (Thun Hoon, 18/11/14) Comment: I […]
Read More →CHOW CHOW says it is in the middle of talks with a new partner to expand into alternative energy business. Its solar farm in Japan has started operations and it expects to start booking revenue in 4Q14. (Thun Hoon, 17/11/14) CK CK reported 3Q14 net profit of Bt1.2bn after booking gains from sale of BMCL […]
Read More →MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF DELETIONS: None MSCI GLOBAL SMALL CAP INDEXES The following are changes in constituents for the MSCI Global Small Cap Indexes which will […]
Read More →ADAM SET halts trading ADAM as of afternoon session on 25 September. It has requested additional information about ADAM’s investment in Gee Tha for Bt800mn. Shareholders approved a capital increase and the sale of four subsidiaries. (Kao Hoon, 26/09/14) AGE, BANPU, EARTH India cancels coal blocks — BANPU, EARTH and AGE are optimistic on India’s […]
Read More →BJC Berli Jucker introduces direct sales, e-commerce – Berli Jucker Plc (BJC), the SET-listed trading and retail company owned by billionaire Charoen Sirivadhanabhakdi, is expanding its product sales and distribution to include direct sales and e-commerce channels after facing tough modern trade competition. (Bangkok Post, 22/09/14) Comment: Overall a small impact on their total numbers […]
Read More →Because alternative energy will now play a larger role in Thailand’s energy plans and solar will be a large player in this, More solar power projects coming to Thailand. The issue is that Thailand is still a small player in the global solar industry, should there be a shortage of panels well that could hurt […]
Read More →With the changes to the Power Development Plan (PDP) for Thailand, alternative energy projects are becoming more prevalent with an increase in weighting from 19% to 25%, and this explains why names such as SPCG, DEMCO, EA, UAC et al have been performing very well, see below for a quick summary.
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