Notable Transactions Buy(s) BBL – A clever buy, BBL’s stock price had a short term issue with the NVDR quotient being filled up, this has now been rectified hence the stock price recovery TICON – I’m half guessing that this is just a switch between custodians – but i’m not too sure Sell(s) IEC – […]
Read More →A new feature we’ll start doing at the end of each month. Tracking and showing investors movements during the month & year. Enjoy! Note: All values THB million
Read More →It was in the news yesterday that PTT will most likely list their Retail arm, so here are the facts: As of 2013 they operated 1,382 stations They are looking to raise upwards of USD 2 bn The size of the IPO could beat BTS’s infrastructure fund, BTSGIF which was as USD 2.1 bn – […]
Read More →Thailand More state rice sold- The government expects to deliver between 900,000 and 1mn tons from rice stocks by year-end through government-to-government contracts. (Bangkok Post, 31/10/14) FPO cuts growth forecast to 1.4% amid weak exports – The Finance Ministry’s think tank yesterday trimmed this year’s economic growth forecast to 1.4%, assuming that second-half growth comes […]
Read More →BCP Bangchak earmarks B7bn for refinery rejig – BCP plans to spend Bt7bn to improve its oil refinery in its bid to gain a higher refinery margin. Executive vice-president Phichet Emwattana said the spending would start next year and run until 2018. (Bangkok Post, 31/10/14) CPF CPF maintains revenue growth of 10% YoY to reach […]
Read More →CK Ch. Karnchang maintains revenue target – Ch. Karnchang Plc (CK), Thailand’s second-largest construction firm, expects to maintain its revenue target of Bt30bn this year despite delays facing the government’s megaprojects. Its current backlog of more than Bt100bn will help it meet the target, said senior executive vice-president Prasert Marittanaporn.(Bangkok Post, 30/10/14) DELTA DELTA expects […]
Read More →AOT Board gives nod to Phase 2 first-stage expansion plan — The board of the Airports of Thailand (AoT) has approved the plan for the first stage of the Phase 2 expansion of Suvarnabhumi airport that is estimated to cost a total of Bt66bn. The first stage of the expansion consists of three construction projects. […]
Read More →What happened? Yesterday both the shares of WHA and HEMRAJ were suspended/halted from trading by the SEC on the news that an M&S may potentially take place with WHA’s CEO saying it would be with a company of a THB 50 bn market cap. So why no deal? Both shares resumed trading today with both […]
Read More →It’s coming to 3Q14 earning seasons time, the banks were the first to release their numbers and everything has been so-so, petrochemical/energy co’s are likely to have crap #’s b/c of the decline in oil prices (inventory losses), and I doubt consumer names are going to be exciting. There’s a lot of pressure coming in […]
Read More →AAV Thai AirAsia X eyes broad expansion – An aggressive expansion appears on the horizon for Thai AirAsia X (TAAX) with the addition of five wide-body jets and expanded coverage over Japan next year. On the radar screen for Thailand’s first long-haul low-cost carrier are services to four Japanese airports – Haneda (Tokyo), Nagoya, Fukuoka […]
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