Dec ’13 Management Trades
As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →Tag: Thai Stocks
Top perfomers in 2013
These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them? Its good to kick your own butt everyone once in a while  Star (MAI) Business: The Company is a manufacturer and distributor of sanitaryware products […]
Read More →Stocks in the news (aav, cpall, css, ktb, pm, samart, solar) 07.01.14
AAV Feeling the pinch — AAV says that the political head is impacting its operations and it will monitor the situation closely. It expects the political situation to ease in 2Q14, after which tourism will recover. It continues to focus on China destinations and Air Asia X to generate revenue. (Tun Hoon, 07/01/14) Comment: We’ve […]
Read More →Who’s been dumping the market?
The news would have you believe its 100% foreign selling The numbers say otherwise: Source: www.set.or.th One viewpoint may be that retail investors are redeeming their LTF’s and buying back into the market Another may be that retail investors already had a lot of additional firepower to pick up stocks as they’ve been buying throughout most […]
Read More →Sector Update 30/12 – 03/01
Welcome to 2014! Local fund selling has hurt the energy sector, news says its on the back of LTF redemption.
Read More →Management Trades 30/12 – 03/01
Seems like everyone was still on holiday in the first 2 trading days of the year. Notable Transactions Buy(s) – THB 5.3 mn n/a Sell(s) – THB 1.5 mn n/a
Read More →Stocks in the news (amata, bbl, cpf, global, glow, ps, wha) 06.01.14
AMATA AMATA land sales for 2013 ended at 1,000 rai. In 2014, it plans to focus more on land sales abroad, especially in Vietnam, to avoid the political turmoil in Thailand. It said that 3-4 customers are already waiting to sign a deal. (Khao Hoon, 06/01/13) Comments: AMATA’s business model is very simple, land sales, […]
Read More →You suck @ trading!
Spent the new years catching up on some reading and came across this wonderful tidbit, it keeps things in perspective. See the link for the full article. Let’s face it you suck at investing. Your adviser sucks at investing too. If you had picked the best stock to buy every day you could have turned […]
Read More →Stocks in the news (ai, chg, ck, ptt, singer, ticon, trt) 03.01.14
AI Huge extra income in 4Q13 — AI will book extraordinary income of more than Bt1bn in 4Q13 from AIE’s IPO. It also said that 2014 will be an uptrend for the insulator manufacturing and engineering business. AIE will be listed in the MAI on Jan 6. (Khao Hoon, 03/01/14) Comment: Punters rejoice! CHG CHG […]
Read More →Sector Updates 23/12 – 27/12
Some may say 2013 was a year to forget, I considered it to be an amazing year, we saw the euphoric investor sentiment in the first half of the year with valuations of almost every sector (ex. energy) pushed to silly levels and EVERY investor thought that they were rock stars, then in the 3Q […]
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