Maybank Kim Eng Thailand has these great updates on a weekly basis regarding the Infrastructure Investment, see below for a succinct summary. Who benefits from this? Well the usual players, CK, STEC, UNIQ, ITD, maybe the smaller ones too hopefully, i.e. NWR, CNT, PYLON, etc… Investment: Infra investments update The Cabinet approved construction of a […]
Read More →ADVANC ADVANC has budgeted Bt2bn to upgrade 4G client services. It targets expanding to 121 branches by the end of 2016. (Kao Hoon, 29/03/16) AJD AJD work with Alibaba to service Alibaba members in Thailand. It sets member target at 5,000 members or revenue of Bt250mn in 2016. (Thun Hoon, 29/03/16) ARROW ARROW expects 2016 […]
Read More →In a nutshell Feb #’s looked like they were saved by the sweetness of sugar which somehow jumped some 78% YoY in value terms, this despite Brazil still dominating the world w/ their weak currency. Something positive to note is that exports to ASEAN and Japan (combined ~50% of exports) picked up for the first […]
Read More →Latest figures out from DBS Vickers Sources: SET, DBS Vickers
Read More →Just made public is this interview done by the FCIC and Warren Buffet, it’s 1 hr 39 mins so sit back and enjoy listening to him discuss his investment ideas and process. Audio Link: FCIC Transcript link: Ritholtz
Read More →ADVANC Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16) ARROW ARROW expects 1Q16 earnings to be good on the back […]
Read More →Dividends dividends and more dividends shall be paid out over the next few weeks and typically ends by the 1st week of May. This combined with people still hanging onto the hope that 1Q16 #’s will show an improvement (we have our doubts, retail looks dead) has kept the market rather buoyant. Now telco’s – […]
Read More →Buy(s) THB 304 mn IFEC – Hmmm should we really believe in this IFEC story? BA – And he’s still buying and buying and buying TFG – The Chairman decides to buy another THB 25 mn worth of shares Sell(s) THB 240 mn IFEC – Nope! TVT – So has it peaked for TV content? […]
Read More →Tax cheer for Songkran? — To heat up local dining and travel during the sweltering Thai New Year season, the government plans to roll out a new tax incentive scheme aimed at sparking a Songkran spending spree amid the languid economic recovery. (Bangkok Post, 21/3/16) Stimulus deadline spurs race to cut rates — Mortgage competition […]
Read More →Diversified property holdings key to success for UV Univentures Plc (UV) was founded in 1980 as a manufacturer and distributor of zinc oxide and listed on the SET in 1988. Over the years it has evolved and today it is a holding company specialising mainly in property and related businesses. Director Worawat Srisa-an discusses the company’s strategy and […]
Read More →