Chart: Bank Loans
You can see the bank oligopoly in Thailand is still strong. I do wonder how much market share BAY will be able to take away from the traditional big 4 in the coming years. Source: Bloomberg
Read More →Tag: SET
Stocks in the news (abc, bcp, bkd, esso, fer, ksl, lit, lph, mfec, mill, pdg, qlt, richy, pttep, samart, synex, tae, thani, tvd) 23.01.17
ABC ABC plans to focus on E-Payment and expects to sign a contract with a financial institution and its partners. It plans to provide “ABC Payment service†to boost its fee income and 2017 revenue. (Kao Hoon, 23/01/17) BCP BCP’s board approved in buying 50mn capital increase shares of Lithium America Corps (LAC) via its […]
Read More →Chart: Market Update 16/01 – 20/01
When you see that every sector has been positive for the last 12 months, alarm bells may be ringing, or if you look at everything in context, over 2 years the market is up ~4%. Resources are still recovering (oil is still some 50% below its peak), telco’s have been dogs, banks haven’t done much. […]
Read More →Management Trades 16/01 – 20/01
Notable Transactions Buy(s) THB 408 mn TTI – Must’ve been a block trade because there is zero liquidity here. TRC – Is the potash mine project finally happening? MCS – Well thats interesting, we thought the peak for MCS was when it hit 20 on the back of a lot of orders that were recognised […]
Read More →Random Thoughts: Future Fund, Index Investing, Corruption, Things learnt
Thailand Future Fund Thailand’s future fund is still ongoing developments have been slow in the past 12 months but the government seems to be picking up steam as we have the potential IPO of the Thailand Future Fund coming in April ’17 What projects could it initially injected? Apparently the MoF is targeting to have 2 […]
Read More →Stocks in the news data dump
Here’s all the news I still collected when I went offline for the past few weeks (13/12 – 17/01), they are in chronological order, no comments, its a lot to read, enjoy. Stocks in the news (banpu, bgt, chewa, chow, com7, cpl, dtac, fer, forth, gunkul, lhbank, nncl, nok, pt, pttgc, tpbi, tpoly, work) 17.01.17 […]
Read More →WHTW: Top 10 (16/01/17 – 20/01/17)
U.S. retail sales boosted by auto demand; producer prices climb. U.S. retail sales rose in December amid strong demand for automobiles and furniture, providing further evidence that the economy ended the fourth quarter with momentum and is poised for stronger growth this year. The Commerce Department reported that retail sales increased 0.6 percent last month […]
Read More →Stocks in the news (atp, bem, biz, bwg, cpf, eic, esso, fn, glow, gunkul, jwd, kbank, mjd, ndr, nwr, pf, pps, samtel, tcap, uac, upa, vte) 19.01.17
ATP ATP30 expects 2017 revenue to be a record high of Bt350mn, up 15%, brought by Bt320mn revenue contribution from a service contract. It is talking to four new clients and expects to complete one transaction in Feb. It is budgeting Bt120mn to buy more buses to meet greater demand from more clients. (Kao Hoon, […]
Read More →Stocks in the news (akr, ap, bbl, bigc, bkd, bm, brr, dcon, dimet, epg, fsmart, jmart, lh, lpn, siri, stec, susco, tmb) 18.01.17
AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]
Read More →Management Trades 09/01/16 – 13/01/16
Notable Transactions Buy(s) THB 205mn SIRI – This cheeky mofo is back! Just look at the 7 year chart of insider buying and selling to see what I mean RS – Apparently its the beauty products that they manufacturing, sell on their own channels, using their own stars, and finally their own available ad space […]
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