Market Update 06/04 – 10/04
Anyone else see the market movement today? Oil prices up = Energy sector up +5% = SET up +1%.
Read More →Tag: Thai equities
Management Trades 06/04 – 10/04
Notable Transactions Buy(s) THB 29 mn N/a Sell(s) THB 84 mn N/a Note: Heinecke’s purchase is of both IVL and MINT hence the lower average purchasing price
Read More →Stocks in the news (brr, cpf, eastw, epco, epg, jubile, perm, richy, thai, trc, ttcl, tvt) 16.04.15
BRR 2nd plant up and running – BRR reports its second bio power plant with capacity of 8MW has commenced commercial operations and thus begun to generate revenue. Its third power plant with capacity of 9.9MW is still under construction, with completion scheduled for early 2017, after which it will generate income. Currently, earnings contribution […]
Read More →Why is Thailand running out of power? Malls!
This piece from Quartz explains quite simply where Thailand’s power is going. But the true cost may extend beyond Thailand’s borders. In part because of the city’s intense climate—it is one of the hottest big cities in the world—Bangkok malls and their massive air conditioning systems consume immense amounts of electricity. The huge Siam Paragon […]
Read More →SCB is the purple chicken?
A joke amongst friends is how if CP Group were to ever go under then SCB’s entire equity base would be wiped out. Then again that isn’t likely to happen anytime soon. Siam Commercial Bank emerged as the top banker to CP Group, controlled by Thai tycoon Dhanin Chearavanont, pocketing $40 million. Dhanin has stepped up […]
Read More →Who’s buying/selling – March 2015
Data Source: SETSMART, Note: Dark Green - Local Investors; Yellow – Local Institutions; Blue – Prop Traders; Army Green – Foreign investors Â
Read More →Management Trades March 2015
Total Buy(s) THB 1 bn Total Sell(s) THB 5.3 bn Note: These transactions shown are the data points above THB 20 mn
Read More →ASEANs Manufacturing Powerhouse isn’t Thailand
The latest trend/headline that is popping up more and more often is that Vietnam is the place to be as a manufacturing base for the region because of its younger/cheaper population. And its a story I believe, Thailand, in my viewpoint is still relatively safe for the next 10 years but after that, I wouldn’t […]
Read More →What happened this week 06/04 – 10/04
Thailand Cabinet acknowledges improvements in industrial sector – The Cabinet has been informed by the Ministry of Industry of more positive trends in various industrial figures over recent months. Industry Minister Chakramon Phasukvanich also disclosed the MPI of February 2015, saying it increased 3.55 points, reaching a 23-month high. Despite a slight drop in industrial […]
Read More →Co Visit: Amata Plc
Amata looks beyond industrial estates What is Amata’s business model? Amata Corporation Plc is the largest listed company in the industrial estate sector of the Stock Exchange of Thailand. Viboon Kromadit, director and chief marketing officer, discusses the company’s strategy and outlook. Amata plans to launch a REIT and list a Vietnamese affiliate, Mr Viboon […]
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