So all over the news yesterday was that the BOT may come out with stringent new ruling on credit card, the table below was compiled by the clever folks over at Maybank Kimeng Thailand. KTC has been hammered by this and continues to be, AEONTs (no chart) appears to remain flat. So what? The worst […]

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ARROW Says revenue will grow 20% on booking revenue of Bt168mn. It is waiting for bids to open for new project valued at Bt160mn. 2Q15 income is estimated to rise 20%YoY while 1Q15 earnings surged 72% to Bt61mn. Domestic and international funds are interested in ARROW stock. (Thun Hoon, 12/05/15) Comment: Their 1Q15 earnings were amazing, […]

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Notable Transactions Buy(s) THB 237 mn AJD – He sold the warrants to buy his shares TSR – Seems like the CEO bought this stake off another shareholder (~3%) NMG – And the VP still continues to buy buy buy Sell(s) THB 2,629 mn TUF – A massive block sale by the family – question, […]

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Want to understand why names like GL, TK, and today’s S11 are performing so well? Mortorcycle sales have recovered from their lows last year, see the key points below. The automotive industry club of the Federation of Thai Industries (FTI) on Tuesday reported January car sales dropped by 12.9% year-on-year and 33.3% month-on-month to 59,669 […]

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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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