Funny little article on Bberg over the weekend on Thai politics. The writer, William Pesek, puts forth an idea to allow Thaksin to come back and prove himself. Thaksin has been extraordinarily successful at three things since fleeing to avoid prison: playing the victim, drumming up support overseas and distracting Thailand’s leaders from moving on. […]
Read More →Notable Transactions: Buys: Banpu – The company’s shares have fallen from its lofty perch of Bt. 792/share peak last night to Bt. 440/share today, looks like the President believes his shares have been unfairly punished Sells: TUF – A director sold off THB 37 mn worth of shares KBS &Â TSTE – Two sugar company owners […]
Read More →The Set Index continued its rallying throughout the month of June on the back of positive news from European governments and less “negative” news out of the US. This all despite even the decreasing PMI figure’s coming out of China and Europe. All in all we think that the market can keep going up all […]
Read More →And this is the cost of corruption, the world’s longest radar breakdown happened at the airport earlier this week. I do hope one day people forego shot term personal benefits in exchange for long term growth for the country…. The simultaneous breakdown of both the main and back-up power supplies paralysed the radar system which […]
Read More →This tit-tat David vs Goliath battle is still ongoing. If you remember we wrote something earlier here Quick Comment: RPC Plc Its appears as though RPC’s management and shareholders want to fully payout all of their retained earnings thereby rendering PTT unable to collect on overdue payments, it’ll be quite interesting to see what the outcome of this […]
Read More →The Thai market rallied last week towards the Greek election results in line with the rest of global market but again is driven by purely by headlines. As was the story in 2011 its the consumer related sectors and telecoms which are maintaining that markets levels due to the growth and dividend yields on offer, going forward expect similar […]
Read More →Notable transactions: Buys: GLAND Â – Massive off the market transaction here with 3.5% of the company’s shares being bought by two of the directors. Fyi GLAND is developing a huge project (condominium and offices) on Rama XI next to the new Central Rama XI shopping mall RS – K. Surachai the CEO, VP and MD […]
Read More →Originally published Friday 22nd June 2012 LV Technology Plc was founded in 1996 by Hans Jorgen Nielsen, a Danish engineer who has more than 30 years of experience in the cement industry. LVT was founded based on a new and revolutionary power-saving technology for the grinding process, for which it has supplied more than 700 […]
Read More →Toyota Thailand just published its latest industry findings in Thailand and boom! Car sales up a whopping 108 % YoY. Which listed co’s here benefit from this? SAT, STANLY, AH to name a few. May Apr Mar Feb Jan Dec Units 115,943 87,788 110,928 90,461 42,873 54,575 Y/Y pct +107.6 +30.5 +19.3 +17.2 +11.5 -41.4 […]
Read More →In the news this morning the Thai newspaper Kao Hoon reported on rumours that Siam Commercial Bank (SCB) is in talks with the Ministry of Finance (MOF) to buy its 26% stake in TMB through a share swap ratio of one SCB share to 60 TMB shares. The key issue with this transaction lies with […]
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