Notable Transactions Buy(s) THB 285 mn BDMS – And he’s still continually buying shares AJ – For a moment I was quite curious what’s going on until I see its a shareswap Sell(s) THB 186 MN AJ – See above IHL -Â Second big sale here MAJOR – A first I think, I haven’t seen K. […]
Read More →Well its fairly obvious what happened last week, innit!?!?
Read More →Thaicom urges govt to weigh impact of extra fees – THE GOVERNMENT should consider the impact on Thaicom if it slaps additional conditions or more regulatory fees on two of the company’s satellites, chief executive officer Paiboon Panuwattanawong said in a statement released yesterday. (The Nation, 22/6/16) Thai airlines spared from EASA blacklist – Thai-registered […]
Read More →ABC ABC targets 2016 revenue of Bt2bn. It plans to wipe out retained losses by launching Above Sukhumvit 39 in 3Q16. It plans to launch ABC Pet World in 4Q16 if its board approves on June 29. (Thun Hoon, 24/06/16) Comment: Anybody else understand the business model of this company? Â AGE AGE expects to […]
Read More →AP AP reports presales of Bt10.5bn for the first five months of the year. It plans to launch 13 projects in 2H16, valued at Bt25.3bn. It targets 2016 presales of Bt31bn with revenue of Bt23.7bn backed by Bt14.7bn backlog. (Khao Hoon, 23/06/16) ARROW ARROW expects to get 60% market share because of its strength. It […]
Read More →BIG BIG is confident that 2016 revenue will surpass its 10% growth target thanks to an expansion of 15-20% in the camera market. It expects to maintain gross margin above 32%. It expects printing from smartphones will support earnings in the future. (Thun Hoon, 22/06/16) Comment: As evidenced by 1Q numbers, they will far surpass […]
Read More →George Soros has an op-ed out on the Brexit and as usual its a fun read. Here are some snippets and a link to the rest of the article. This is wishful thinking. It would have at least one very clear and immediate effect that will touch every household: the value of the pound would […]
Read More →AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]
Read More →BA BA expects 2016 revenue and net profit to mark a record high aided by increasing flights, opening new routes and lower oil price. It is talking to four airlines partner about code sharing and expects to expand to 25 airlines in 2017. It plans to cooperate with Bangkok Hospital to provide ambulance flights this […]
Read More →This silly catch word will dominate the headlines for the week “Brexit”. I don’t quite care what happens but any volatility is welcome. What else? Well a there’s a lot of central banks meeting this week in the region, so that could be amusing if one of them decides to actually make a move with […]
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