Positives: Thailands October Car exports hits another record high 98,284 units, up 79.71% on the same month last year, and an increase of 0.02% over September China’s HSBC Nov preliminary mfr’g PMI rises to 50.4 v 49.5, above 50 for 1st time since Oct ’111 Euro zone mfr’g/services index holds steady at 45.8 vs 45.7 in […]
Read More →Whats going on here? There are 4 complaints against the 3G auction with 2 of them already rejected by the DSI, as no price collusion was found. The other 2 complaints were filed by 40 senators and the Office of the Ombudsman and are now awaiting a court ruling due next week. Most likely the […]
Read More →Sahaviriya Steel Industries Plc (SSI) is Thailand’s first manufacturer of hot-rolled steel sheet in coils (HRC) and the largest fully integrated flat steel producer in Southeast Asia. It owns and operates SSI Bangsaphan as a mid-stream steel manufacturing plant, with annual capacity of 4 million tonnes of HRC and 1 million tonnes of pickled and […]
Read More →Notable Transactions Buy(s): BLAND – Hello again K. Anant! CPF – Board Member and Vice President decides to accumulate shares Sell(s): BLA – Multiple sales by management/directors
Read More →Its that time of the year, post 3Q12 results when Thai public companies come to the Stock Exchange of Thailand to talk about their businesses and results for the past quarter and expectations going forward, I highly suggest that if you’re in Thailand or even within the region that you come just for a day […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →With the 3G story over the telco sector has been hit down 4% last week thus preventing the market from being able to remain above 1,300. As nearly every large cap has already announced their 3Q12 earnings there just doesn’t seem any key factors locally nor globally that could push markets up further, while I’m […]
Read More →Notable transactions Buy(s): N/A Sell(s): Max – No mention of the management/director name available on the SEC’s website but its a large transaction @ Bt. 41 mn worth of shares sold
Read More →As requested by the readers here…this is the summary of all management transactions for the month of October 2012. Highlighted are major transactions above Bt. 30mn. Comment: BTS … now you know why the own of BTS bought some Bt. 100 mn worth of shares in the month, given that they’ve just announced the likelihood […]
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