A few interesting points to note from 1Q16 earnings Food&beverages, Petrochemicals, Construction Services, STEEL!, Packaging and Paper& Printing materials all had both YoY and QoQ profit growth Automotive has finally stopped dropping Insurance & Electronics got killed
Read More →Here is the biggest WTF, with every government budget, the Ministry of Education has for the past … decade or so received the highest budget (or near the top) amongst all the government departments and yet the education levels here are still incredibly low when compared to the … well virtually any other country. Doesn’t […]
Read More →Given that the military has come out saying “oh things could be postponed again.” This doesn’t give me quite a lot of confidence in their ability to manage things at all…regardless here’s a timeline that the clever fellows over at Maybank Kimeng Thailand have put together.
Read More →ADVANC ADVANC is now left as the only applicant in the running to take part in the upcoming reauctioning of a 900MHz licence. (The Nation, 18/05/16) Comment: It should be an uneventful auction… Â ASEFA ASEFA expects 2016 revenue to grow 15-20% on the back of Bt1.7bn backlog. It expects this to cover revenue till […]
Read More →AGE AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16) Comment: It’s still far away from where they used to be pre’08 AOT AOT reported 2FYQ16 net profit of Bt5.56bn […]
Read More →So last night True released the following “With reference to the re-auction of Spectrum Licensing for International Mobile Telecommunications (IMT) in the Frequency Band of 900MHz to be held by the National Broadcasting and Telecommunications Commission on 27th May 2016, True Corporation Public Company Limited (the “Companyâ€) would like to notify that the Board of Directors Meeting No. […]
Read More →ALT ALT will hold a roadshow in five provinces. It expects to have an IPO selling 250mn shares in late June and list on the SET in 3Q16. (Kao Hoon, 16/5/16) Comment: The IPO market has been quiet so far this year other than ASN which did well on its first day pop last week […]
Read More →Commodities specifically: oil, energy and petrochems have been leading the way in the past few weeks and should oil continue its positive movement then this is effectively the only sector within the market pulling everyone else up. 1Q earnings season is reaching its last day today, and thus far will its all inline with what […]
Read More →Notable Transactions Buy(s) THB 46 mn N/a Sell(s) THB 142 mn KSL – This director sells a rather large stake @ ~ THB 80 mn BEAUTY – Looks like a block trade again from Beauty, no idea which fund picked it up this time.
Read More →New talks on G2G rice deal with China — THE GOVERNMENT plans to renegotiate with China deals for the sale of rice and other agricultural products after deciding to go it alone in the Bangkok to Nong Khai high-speed rail project instead of engaging in a joint venture with the economic powerhouse. (Bangkok Post, 10/5/16) […]
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