Notable Transactions Buy: BLAND – I’ve stated many a time that K. Anant normally buys below 0.80 and sells above it, but over the past week he’s been accumulating shares in a strong way, and it doesn’t look to slowing down at all, BLAND may be worth a closer look at this point given how […]
Read More →This is good news for continued fund flow into the local equity market here. LTF’s essentially were created as a methodology for individuals to 1.) minimise their tax bill, 2.) improve domestic long term shareholding in the SET. Whats startling is still the simple fact that despite retail investors accounting for 60% of daily trading […]
Read More →First off there’s a massive difference between what is a good company and a good stock to invest in, and here I’ll just simply use BIGC as an example. Its an exceptionally well-run company, operating in a growing industry, and with strong financials. Over the past few months its been trading over Bt. 200/share at […]
Read More →The foreign ownership law in Thailand has always been a grey area through the use of nominees. Telenor has decided to restructure its holdings within Thai Telco Holdings. Currently DTAC’s major shareholders are as follows: Thai Telco before was structured as follows: And now the new structure is as follows: So the issue in the […]
Read More →Notable Transactions: Buy(s): BLAND – HELLO K. Anant! However this time it he made several sizable transactions last week totaling Bt. 116 mn Sell(s): BANPU – A director sold off Bt 18 mn worth of shares PS – Odd seeing a director of PS buy and sell shares as a trade
Read More →Market begun to show some take profit signs last week with foreign investors slowing down their buying in the Thai Equity market and with banks posting +20% YoY earnings across the board, some profit taking happened in the sector as well. Going forward we are looking at what will happen with the commerce sector, its […]
Read More →DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]
Read More →If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]
Read More →Thailand’s domestic automobile sales in June 2012 rose by 76%yoy to 123,471 units, increasing 6% from May 2012, marking the highest level in the history of the industry here. Simply a recovery from the floods last year combined with the first-car buyer incentive scheme. Who benefits? SAT, AH, STANLY are the names we’ve mentioned here […]
Read More →Another relatively quiet week in terms of management trades except for SIRI had the most transactions with the President K. Srettha swapping shares from a personal holding co to his name in SIRI…..and HELLO AGAIN BLAND!
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