In the paper yesterday there was more light shone upon the upcoming potential infrastructure funds in Thailand and they have listed a huge amount of businesses that take advantage of it… The SEC will allow two new types of businesses to raise funds through infrastructure funds: natural gas transport and oil pipelines, and information technology […]
Read More →BANPU May not make provisions for lawsuit — BANPU may not set provisions for lawsuit by Siva after the Laos government found that BANPU has the right to terminate the contract with Mr. Siva. Management expects this case to take years before a decision is made. (Khao Hoon, 14/12/12) BTS BTS plans US$1.5bn IPO for […]
Read More →JMART Plans on nearly 300 new outlets next year — JMART will invest Bt200mn in 2013 to open 280 new stores and expects 30% YoY growth in 2013 revenue as the 3G licenses will push demand for smart phones. (Tun Hoon, 12/12/12) Comment: Love the man love the business, he’s done a wondeful job growing […]
Read More →JAS To cut shares on issue — JAS will submit its capital decrease issue to the board tomorrow (12 Dec) via the repurchase of 106.85mn shares. This will increase its earnings per share by Bt0.30/share based on projected profits of Bt2 bn in 2012. JAS is also a candidate to be added to the SET50 […]
Read More →Notable Transactions Buy(s): SAUCE – A director buys a sizable stake @ THB 60 mn Sell(s): N/A
Read More →The market has had a fantastic week and year, with banks recovering post a minor sell off and the tech sector bouncing back post the usual rubbish noise re 3G. Looks like the market will have a good end to what has been a great year.
Read More →Summary of the months significant management trades Buy(s) – BTS, CPF, E, MINT, RS, SAUCE, SIRI, TGPRO Sell(s) – BTS, ITD, KK, PSAAP
Read More →Originally published in the Bangkok Post 7.12.12 BuilderSmart Plc (BSM) was established on July 20, 1999 as BuilderSmart Distribution Centre Ltd. It manufactures and distributes high-quality building materials to the commercial, office and residential sector for interior designers, architects, contractors and developers. In October 2007, BuilderSmart Distribution Centre became a public limited company and changed […]
Read More →Ok given that I do receive a silly amount of emails in the every morning regarding which Thai stocks have news accouncments we’ve decided here to compile and simply list it out b/c the majority of the news announcments are in the Thai papers. We’ll keep this going for as long as we feel its […]
Read More →Notable Transactions Buy(s): E – Evolution capital, the Srichawala group and the founders of E recently joined up with, theres a story to be told here perhaps in later post MINT – The founder puts more weight behind his own shares SIRI – The president buys the warrant (hence the lower price), I’ve told the […]
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