Market decided to rally strongly last week on the expectations of a positive Greece election outcome, going forward we expect to hear the following in the headlines: “Potential government forming in Greece”, “QE3 in the US”, and “Additional bailout funds for the Eurozone”
Read More →Notable Transactions: Buys: NMG – Several of the directors purchase stakes in the company SIRI – We’ve stated here many times already, he’s looking for his stock price to go up up b/c of cost slashing (hint hint: less siphoning) Sells: AQUA – I have no idea what this company does, can’t find out but […]
Read More →This could either be something fantastic if executed correctly or a playing ground for punters… A stock trading board for smaller companies and startups is currently being considered, says Vorapol Sokatiyanurak, secretary-general of the Securities and Exchange Commission (SEC). High-yield bonds are also being researched as another possible funding option for small and medium-sized enterprises […]
Read More →Needless to say its been a very interesting couple of weeks with Thai politics with yellow shirts, red shirts, taiwanese style parliamentary sessions with members slapping one another. Today the government is structured as so… Just as a quick review see below for a brief timeline of recent events… The key points that the PT […]
Read More →Last week was relatively quiet in terms of management trades. The only company worth noting (other than BLAND yet again appearing here!) is KCE, management expects that they will recover from the floods last year, expand capacity this year by 20%, and improve its forex hedging strategies.
Read More →Â Last week the market had a slight gain as optimism over a potential Spanish bank bailout was rumoured in the markets (later proven to be true over the weekend). Interesting to see how the sectors have performed YTD, the service and agri sectors are still rocking and rolling whilst the resources and industrials continue to […]
Read More →Again a lot of transactions last week! Notable Buys: BLAND – I’ve been saying this whenever K. Anant’s name pops up in the management trades, if its below 0.70 he buys, above it he sells Grammy – K. Paiboon enjoying the fact that only he has the rights to showcase the Euros in Thailand SIRI […]
Read More →The SET Continued to be bludgeoned the past week with continuing worries over the Euro debt crisis, China slow down, US slow down etc…etc…Now for the coming week expect to hear more of the same with the exception that there may be more news of a bailout given Greece’s upcoming election and Spain looking to sell more […]
Read More →The SET continued to decline last week because reasons that I’ve mentioned several times, the Euro area issues, US slowdown and continued worries about the Chinese economic slowdown. Going forward all we are going to hear in the news is the Greek election coming in mid-June, issues about Spanish banks, US worries and the Chinese government pushing […]
Read More →Tremendous amount of buying last week by management of public c0mpanies here! Notable Transactions: Buys: Banpu – Family and director purchase additional shares in the company, total purchased in the past month is near THB 100 mn BLAND – He’s having fun again and joining the party is K. Ausakoon buying and selling the shares […]
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