Management Trades – Weekly
Notable transactions: Buys:Â BANPU – Bt. 20 mn by K. Ongart (Director) BGH – K. Prasert is still buying up shares in his co.
Read More →Tag: Thai Stocks
The results are in, telcos win!
The clever folks at Thanachart put out a summary of the 4Q11 and 2011 results. 2011 was really the year of telco’s in Thailand with DTAC and ADVANC performing very strongly. No surprise that the electronics and insurance co’s had a horrid 2011 b/c of the floods in late 4Q11. Now just steer your eyes further down […]
Read More →Industry Update – Weekly
The crowd roars “Liquidity liquidity liquidity!” Not much really to say other than enjoy this liquidity run provided by the Fed, ECB and BoE. See below for charts.
Read More →Charts – Weekly
Latest thoughts from our resident chartist Ploy! Nothing has been changed much while the market is testing its Previous High. The US Dollar index is stalling at the X-support, as shown in the chart below. We have to wait and see whether the index can make a strong rebound from the support. Key resistance is […]
Read More →SET Index has a high correlation with oil prices
Given the rising tensions in Iran leading to oil prices continuing to climb higher, the smart folks over at Thanachart put these charts together demonstrating the high correlation that the SET Index has with oil prices. This is due to the fact that the energy sector has the highest weighting within the SET.
Read More →Management Trades – Weekly
Notable Transactions: BTS – The owner just bought THB 2.56 bn worth of shares BGH – The president continues to accumulate with another THB 20 mn worth of shares SYMC – Quite interesting to see a director of the board sell THB 20.5mn worth of shares. This company has secure cashflows for the next 10 […]
Read More →Floods knock 4Q11 Thai GDP down -9%
So the flooding back in Thailand had a far worse impact on GDP versus what all analysts and economy agencies expected. The National Economics and Social Development Board (NESDB) reported the Thai 4Q11 GDP slumped -9.0% yoy, to the lowest in the past 53 quarters and much below the market estimate of -5.0% yoy. Compared […]
Read More →Articles on Thai Politics, the army and …
Two articles from the Asia Times Online recently came across my desk in the past week and if you’re interested in Thailand, investments here or just love reading about political war room stories then these articles would definitely be of interest. We have several thoughts about this…but for obvious reasons, would prefer not to comment […]
Read More →Industry update – Weekly
The first two months of the year are all about the recovery of businesses affected from the flooding, specifically the Industrial’s sector. Both Amata and Hemraj have benefited tremendously from the flood crisis as their industrial estates were not affected at all, also Ticon has begun to recover as the impact on their rental factory […]
Read More →Management Trades – Weekly
Notable transactions: BGH president bought another THB 83 million worth of shares BLAND owner continues accumulating shares SIRI executives continue to offload their shares!
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