November Management Trades
Summary of the months significant management trades Buy(s) – BTS, CPF, E, MINT, RS, SAUCE, SIRI, TGPRO Sell(s) – BTS, ITD, KK, PSAAP
Read More →Tag: SET Index
Unique products and focused service set BSM apart
Originally published in the Bangkok Post 7.12.12 BuilderSmart Plc (BSM) was established on July 20, 1999 as BuilderSmart Distribution Centre Ltd. It manufactures and distributes high-quality building materials to the commercial, office and residential sector for interior designers, architects, contractors and developers. In October 2007, BuilderSmart Distribution Centre became a public limited company and changed […]
Read More →Stocks in the news 07.12.12
Ok given that I do receive a silly amount of emails in the every morning regarding which Thai stocks have news accouncments we’ve decided here to compile and simply list it out b/c the majority of the news announcments are in the Thai papers. We’ll keep this going for as long as we feel its […]
Read More →Management Trades 26.11.12 to 30.11.12
Notable Transactions Buy(s): E – Evolution capital, the Srichawala group and the founders of E recently joined up with, theres a story to be told here perhaps in later post MINT – The founder puts more weight behind his own shares SIRI – The president buys the warrant (hence the lower price), I’ve told the […]
Read More →Sector Update 26.11.12 to 30.11.12
Markets had a wonderful end to the week with the SET hitting a 16-year high at 1324.04 with strong fund flows from the MSCI portfolio rebalance as well as LTF’s (expected to continue further this month).     Â
Read More →What happened this past week?
Positives Thailand’s auto sales increase 200+% in October Thailand’s exports improve 14% in October Greece escapes and is given more time to figure itself out Spanish and Italian bond yields fall to new lows Japan’s IP in Oct unexpectedly jumps by 1.8% helped out by smartphone component production. Also, further yen weakness leads to highest […]
Read More →Thailand’s auto sales climb 233% YoY in October
Slightly skewed data given that this time last year the floods were all over Thailand and coming towards BKK but still, sales up 233% up to 142,839 units, the details are as follows: Passenger cars accounted for 72,211 units, up 263.7 per cent Commercial vehicles which include 1-tonne pickups stood at 70,628 units or up […]
Read More →BOT maintains its rate @ 2.75%
The BOT held its last MPC Meeting on the 28th November 2012 and unanimously voted to maintain the 2.75% policy rate for the following reasons: 1) The world economy is more stable with recovery signs reflected in the US and Chinese economic numbers for October that have beaten market estimates, especially in the US property […]
Read More →Sector Update 19.11.12 to 23.11.12
The SET has been facing a slow month, 3Q12 earnings have all been released and there’s nothing new on the horizon locally (other than political noise) so in all honesty I expect nothing much to change for the broader market, the years finished, investors have made fantastic returns this year, I see a lot of […]
Read More →Management Trades 19.11.12 to 23.11.12
Notable Transactions: Buy(s): CPF – Vice President and Board member accumulates additional shares RS – This piqued my curiousity, THB 300 mn purchase by the owner SIRI – The president simply transfers shares into his own name Sell(s): BGH – President offloads THB 100 mn PSAAP – Director offloads a clean THB 40 mn SPI – […]
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