Management Trades 11/08 – 15/08
Notable Transactions Buy(s) THB 153 mn AUCT – The Vice Chairman and Presidents buys out the #8 shareholder Sell(s) THB 21 mn N/A
Read More →Tag: SET
2Q14 Thai Earnings Summary
Now that all of the companies have released their earnings (if not they’ll be suspended from trading) here’s a quick breakdown on an industry basis as to how each industry has performed.
Read More →Next phase: Credit down, equities down?
Over at the Financial Times, Citigroup’s Global Market Strategy latest viewpoint on the markets were released, they are now thinking that we are approaching a “bubble” phase of the markets, its an interesting read and just something to keep in mind. Phase 1: Credit Up, Equities Down The cycle begins as the credit bear market […]
Read More →Co Visit: KCE Plc
KCE embarks upon expansion to enhance global stature SET-listed KCE Electronics Plc makes printed circuit boards (PCBs) for the global automotive industry. President and chief executive Pitharn Ongkosit discusses the company’s strategy and outlook. Mr Pitharn expects KCE Electronics will be a US$1-billion company in six years. Please explain KCE’s business model. KCE is among […]
Read More →What happened this week 11/08 – 15/08
Thailand Four troubled state enterprises told to submit rehab plans by Nov – The State Enterprise Policy Commission (Superboard) agreed that four of the seven most-troubled state firms – CAT Telecom, TOT, SME Bank and Islamic Bank of Thailand – would propose new rehabilitation plans in three months. These state agencies have been instructed to […]
Read More →Stocks in the news (banpu, bec, demco, ea, earth, epco, grammy, hemraj, ivl, jas, ldc, ratch, siri, spali, thai, tta, tuf, uac) 15.08.14
BANPU BANPU reports 90% of Hongsa power plant has been completed. It expects the plant to start running in mid-2015. The company is also ready to invest in a solar farm project in Japan and expects a conclusion by the end of the year. It targets coal sales this year of 48mn tons and expects […]
Read More →Latest Thailand MSCI Changes – 2 Co’s out
Not many changes this time around for the MSCI Indices related to Thai stocks MSCI Global Standard Indexes Thailand – No changes MSCI Global Small Cap Indices Thailand Deletions – GJS, GSTEL Source: MSCI
Read More →Stocks in the news (apco, bec, eureka, grand, gunkul, intuch, ps, pttgc, sappe, sawad, spcg, takuni, thai, thcom, thai, thcom, tog, tta, wha) 14.08.14
APCO APCO to do a PO of 28mn shares. The proceeds will be used to develop BIM Healthcare this year. It also plans to move to the SET early next year. It is confident that net profit this year will grow no less than 60%. (Kao Hoon, 14/08/14) Comment: With such a performance i too […]
Read More →VGI buying up the OOH market
With its latest acquisition into TH and AQUA, following on from its acquisition of a stake in MACO, VGI looks like it now has a strong grasp on the OOH advertising market Sources: Company Announcements
Read More →Opinion: How the military coup saved Thailand’s top holiday island of Phuket from ruin
A nice little op-ed on one of the positive aspects of having the military dictate things. Within 72 hours of taking control, soldiers were on the holiday island, bearing promises to save the beaches and berate the administrators accused of contributing to the island’s simultaneous ride and slide towards increased popularity and ruin. Phuket before […]
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