Management Trades 13/01 – 17/01
Notable Transactions Buy(s) THB 22 mn N/A Sell(s) THB 73.9 mn SKY – Another sale by a shareholder/director
Read More →Tag: thai shares
WHTW Top 10: 13/01 – 17/01
Oil Fund scraps 1-baht discount : Fuel prices to rise by 50-60 satang per litre as tensions ease. The Energy Ministry yesterday announced the end of the onebaht discount on eight types of motor fuel, saying US-Iran military tensions were likely to ease and pose little threat to the stability of oil prices. Bangkok Post […]
Read More →Stocks in the news (bch, dtac, kerry, lpn, nwr, ocean, ptt, pttor, shr, ttcl) 17.01.20
BCH expects recent change to SSO payment scheme to boost revenue by 7-10%, confident of keeping #1 spot for SSO patient scheme with 880K members. Comment: It was a major risk for a short time, but now with this settled, these government reliant hospitals DTAC CEO, Alexandra Reich, resigns, effective February 1, Telenor Myanmar chief, […]
Read More →Howard Marks Latest Memo: You Bet
I think this summarises the latest Memo from Howard Marks well. “Investing involves hidden information, luck and skill” Enjoy! Source: Oaktree
Read More →Stocks in the news (advanc, ap, bdms, ccp, ktb, planb, ratch, rs, tcmc, tse, wha) 15.01.20
ADVANC was the 5th to acquire 5G bidding docs, while Cabinet gives greenlight for National Telecom (NT) to participate in the bidding. Comment: I want to see a JAS part 2. AP launches Bt4.7b luxury condo the Rhythm Charoenkrung Pavilion in JV with Japanese partner, plans 4 new condo projects worth Bt12b. Comment: The real […]
Read More →Blackrock’s Annual Letter
Why pay attention to this? They only manage some USD 6 trn in assets…so it wouldn’t hurt to see what they are planning to do with their capital and here’s the two key paragraphs and a link to the 2 of their letters “ Climate change has become a defining factor in companies’ long-term prospects. […]
Read More →Stocks in the news (aot, awc, bbl, bec, demco, ekh, gpi, stec) 14.01.20
AOT to sell 2nd round of TOR for duty free pick-up counter at DMK airport on Jan 20 as only 1 bidder participated 1st round. AWC holds press conference for new business cooperation at InterContinental Hotels Group. Comment: Still an overpriced behemoth. BBL seeks shareholder approval for Permata acquisitions upcoming AGM in February, expects transaction […]
Read More →Market Update 13/01
It was all about the US vs Iran last week. The main news event this week has been that the government finally did their job and approved the budget for 2020 – only 3 months late. Who says “democratic” governments don’t work…
Read More →Stocks in the news (aav, bdms, bgrim, ci, cpn, gulf, smt, vgi) 13.01.20
AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them. Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing. […]
Read More →Management Trades: 06/01 – 10/01
Notable Transactions Buy(s) THB 61.8 mn N/A Sell(s) THB 61.1 mn BDMS – Family members continue to sell
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