Notable Transactions Buy(s) THB 403 mn BGHÂ – Dr. Praserttttttttttttttttttttt still buying THB 389 mn worth of shares Sell(s) THB 110 mn ARROW – The CEO sells THB 60 mn ? hmmm there isn’t enough liquidity for him to do that in day, who’s the buyer here? CHG – K. Apirum is still selling shares, we’ve […]
Read More →AMATA New contracts to boost 4Q13 land sales — AMATA expects land sales in 4Q13 to surge, boosted by new contract signing. Currently, the company has 2,000 rai land ready to be transferred, and it is keeping its year end target land sales of 3,000 rai. It said it aims to invest in an industrial […]
Read More →The clever folks at Thanachart Securities put this out during the week as the changes in the SET50 and SET 100 are expected in the 2nd week of December ’13. Basically new additions in the SET 50 include VGI & THCOM replacing KKP & MAKRO, and for the SET100 +BMCL, CHG, ERW, N-PARK, TFD, TICON, […]
Read More →What has happened thus far? Well as a positive the Senate had passed through the THB 2 trn borrowing bill however the Democrats and a group of 66 lawmakers filed a case to the constitutional court to invalidate the bill as they believe the loan bill contravenes Section 169 of the constitution as it would […]
Read More →GMO’s Jeremy Grantham is out with his latest quarterly paper and as usual its a must read, he goes through his thoughts on the economy, what Yellen is likely to do during her time at the Fed, earnings vs valuations, timing bear markets and so forth. One point he does make is that he (along […]
Read More →This was one of the best interviews I had the pleasure of doing, Mr. Abdullah does come across incredibly passionate about DTAC’s businesses and opportunities. Total Access Communication Plc (DTAC) is one of the leading telecommunication services providers in Thailand with a total subscriber base of 27.5 million users, making it the country’s second-largest mobile […]
Read More →Thailand Foreign institutes worry about rice support — Knowledge Network Institute of Thailand Policy Research Institute (KNIT) says that since the IMF has raised questions about the government rice subsidies scheme, several foreign institutes have asked KNIT to release some of its statistics on the matter, saying that the rich subsidies scheme is one of […]
Read More →BMCL Still no SRT decision on capital increase — The State Railway of Thailand has hired outside consultant to study BMCL’s need for additional capital. The report will be completed by November 29, after which SRT will make its decision. (Khao Hoon, 22/11/13) Comment: It will still most likely go through, SRT can’t risk BMCL […]
Read More →CPN 23rd Central Festival open in December — CPN will open its 23rd Central Festival shopping mall in Had Yai on December 14. It has invested over Bt7.2bn in the project. The construction is currently at 95% completion. (Khao Hoon, 21/11/13) HMPRO HMPRO to expand aggressively in the last 2 months. HMPRO will open its […]
Read More →So its finally approved for 2013 and 2014, less personal income taxes, so the numbers look like so Source: Bangkok Post This is wonderful for us tax payers, I don’t think it will have a big impact on the overall government’s revenue collection b/c there are only some 3 mn (?) actual personal income tax […]
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