Sector Update 30/12 – 03/01
Welcome to 2014! Local fund selling has hurt the energy sector, news says its on the back of LTF redemption.
Read More →Tag: SET
Management Trades 30/12 – 03/01
Seems like everyone was still on holiday in the first 2 trading days of the year. Notable Transactions Buy(s) – THB 5.3 mn n/a Sell(s) – THB 1.5 mn n/a
Read More →Stocks in the news (amata, bbl, cpf, global, glow, ps, wha) 06.01.14
AMATA AMATA land sales for 2013 ended at 1,000 rai. In 2014, it plans to focus more on land sales abroad, especially in Vietnam, to avoid the political turmoil in Thailand. It said that 3-4 customers are already waiting to sign a deal. (Khao Hoon, 06/01/13) Comments: AMATA’s business model is very simple, land sales, […]
Read More →You suck @ trading!
Spent the new years catching up on some reading and came across this wonderful tidbit, it keeps things in perspective. See the link for the full article. Let’s face it you suck at investing. Your adviser sucks at investing too. If you had picked the best stock to buy every day you could have turned […]
Read More →Stocks in the news (ai, chg, ck, ptt, singer, ticon, trt) 03.01.14
AI Huge extra income in 4Q13 — AI will book extraordinary income of more than Bt1bn in 4Q13 from AIE’s IPO. It also said that 2014 will be an uptrend for the insulator manufacturing and engineering business. AIE will be listed in the MAI on Jan 6. (Khao Hoon, 03/01/14) Comment: Punters rejoice! CHG CHG […]
Read More →Sector Updates 23/12 – 27/12
Some may say 2013 was a year to forget, I considered it to be an amazing year, we saw the euphoric investor sentiment in the first half of the year with valuations of almost every sector (ex. energy) pushed to silly levels and EVERY investor thought that they were rock stars, then in the 3Q […]
Read More →Management Trades 23/12 – 27/12
Notable Transactions Buy(s) THB 366 mn AP – A director buys THB 68.7 mn worth of shares IFEC – The changing of ownership continues EARTH – A block buy by the owner, there have been quite a few block transactions (both buys and sells) here, no idea what’s going on, although EARTH has now traded […]
Read More →Stocks in the news (ajd, bch, bmcl, earth, jas, spgc, thai) 02.01.14
AJD Submits filing, plans IPO soon — AJD said it has submitted its filing for listing with the SEC on December 26. It plans an IPO of 100mn shares at par of Bt0.50/share. If all goes according to plan, its will do the IPO and list early this year. (Khao Hoon, 02/01/14) Comment: A THB […]
Read More →What happened this week 23/12 – 27/12
Thailand Growth forecasts forced down again; FPO, BOT, Nida note impacts of political chaos on economy – As political turmoil hits the economy, the Fiscal Policy Office (FPO), Bank of Thailand and National Institute of Development Administration (NIDA) have all cut their estimates for GDP growth this year, and fear it won’t be much better […]
Read More →Stocks in the news (aie, ivl, ptt, nusa, uac) 27.12.13
AIE IPO shares sold out — AIE sold all its IPO shares with 9,827 retail investors receiving the shares. It will list on mai on Jan 6, 2014. (Khao Hoon, 27/12/13) Comment: The usual little one, pop and drop! IVL JV in UAE — IVL entered into a joint venture agreement with ChemaWEyaat to build […]
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