Market Update 04/11
Part of me is contemplating that a 2-3 year bull market may be coming in the commodity space, particularly oil and coal…very hated sectors at the moment.
Read More →Tag: thai shares
Management Trades 28/10 – 01/11
Notable Transactions Buy(s) THB 193 mn CGD – Another massive transaction by a family member. Sell(s) THB 22.9mn N/A
Read More →WHTW Top 10: 28/10 – 01/10
Loss of GSP privileges insignificant : Move will have little impact on exports . The latest move by the US to suspend benefits under the Generalized System of Preferences (GSP) for Thailand, which comes into effect in six months, is not expected to affect local exporters much, but further trade protectionism by Washington may be […]
Read More →Stocks in the news (aav, human, jasif, planb, siri, sgf, tk, tfg) 01.11.19
AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]
Read More →Stocks in the news (bay, ea, gpi, rojna, siri, sena, spvi, tu) 31.10.19
BAY added 3 features, digital account opening, online travel insurance service and e-marketplace (promo campaign) to KMA mobile app to double vol of active users. Comment: And then once the banks have hooked us onto their apps will they begin to charge fees? EA denies chatter that Taxi Co-op had cancel order for 3,500 EV, […]
Read More →Stocks in the news (ckp, hmpro, jkn, mono, ner, qtc, rs, samart, sawad, sena, tu) 30.10.19
CKP sees big jump after COD Xayaburi hydro dam y’sday, 1,200MW. HMPRO sees strong demand for home improvement 4Q on seasonal, expects tailwind from govt cash handout and rebate scheme, will open 2 Megahome in 4Q, upbeat GPM aft revamped prod-mixed. Comment: They are hoping that 4Q will be a seasonal high, if not its […]
Read More →Market Update 28/10
And now the SET is only up +1.9% for the year. So now what? Banks – My thoughts haven’t changed on this sector for the past few years and I don’t think it will change for another 12 months (though I may wake up in the morning and suddenly have a different viewpoint) Energy/Commodity related […]
Read More →Management Trades 21/10 – 25/10
Notable Transactions Buy(s) THB 33.3 mn N/A Sell(s) THB 14.89 mn N/A
Read More →WHTW Top 10: 21/10 – 25/10
Aid package for property under way : 0.01% mortgage, transfer fees touted . An aid package for the property sector that includes a temporary cut of mortgage and transfer fees to a single rate of 0.01% for homes priced at up to 3 million baht will seek cabinet approval this month. Bangkok Post FTI lowers […]
Read More →Stocks in the news (bem, itd, ck, ivl, kbank, seafco, pylon, tiger, wha, whart) 25.10.19
Transport Ministry said he has full authority to revise BEM’s concession extension before the expiry date in Feb 2020. CP Group led consortium, including ITD, CK, BEM, signed a Bt224b contract yesterday to build high-speed train route linking 3 major airports, which is expected to boost economic development and create >100K jobs. Comment: And this […]
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