Market Update 26/02 – 02/03
Outside of PTT and a few retailers, this market is looking awful.
Read More →Tag: Thailand
WHTW Top 10: 26/02 – 02/03
Highs in key indices spur optimism for GDP. The Thai economy got off to a strong start in 2018, with solid private consumption and tourist arrivals, and exports and consumer confidence hitting multi-year records in January. This prompted the FPO in January to upgrade its economic growth forecast for this year to 4.2% from 3.8% […]
Read More →Stocks in the news (au, banpu, bcpg, bem, br, erw, kool, ori, samart) 02.03.18
AU AU reported 2017 earnings of Bt129mn, growing by 30.47% with net margin improving from 16.23% to 17.53% thanks to higher sales and effective cost management. It announced a dividend of Bt0.15/share, XD on May 7. (Khao Hoon, 02/03/18) Comment: Earnings of THB 129mn, a market cap of THB 10.6bn, ok, so perhaps they can […]
Read More →Stocks in the news (gpsc, lpn, pf, pps, pttep, seafco, spcg, tkn, toa, tu) 28.02.18
GPSC GPSC expects 2018 earnings to make new high brought by full-year operation of IRPC-CP Phase 2 and BIC 2 power plant. It is going to propose a plan to expand its production capacity by 1,000 MW to the board in order to support investment in EEC; it expects this plan to finalize in 2018. […]
Read More →Elections in Feb ’19…Groundhog day?
Prime Minister Prayut Chan-o-cha said on Tuesday that a general election he had promised to hold in November would take place “no later” than February 2019, the latest delay to anger critics of the government. Source: Bangkok Post And so it will now be in Feb ’19…and that is possible, in theory, the fastest that […]
Read More →Stocks in the news (ama, asian, ba, biz, forth, gulf, rsp, sci, tfg, thcom) 27.02.18
AMA AMA projects 2018 revenue to grow by 30%, backed by the expansion of its fleet to 12 ships with total capacity of 100,000 DWT . (Khao Hoon, 27/02/18) Comment: Looks like PTG has a winner with this listing. ASIAN ASIAN targets 2018 revenue of Bt11.2bn, 15% growth brought by growth in frozen food and […]
Read More →Stocks in the news (anan, beauty, cpall, jas, lit, mint, pdi, prm, ptg) 26.02.18
ANAN ANAN targets 2018 revenue of Bt38bn, implying growth of 152%. It currently has backlog of Bt53.7bn, of which Bt30.62bn will be booked as revenue this year. It plans to launch 16 projects and expects to generate presales of Bt35.067bn. It is cooperating with its partner to launch four serviced apartments in March 2018. (Khao […]
Read More →Market Update 19/02 – 23/02
Says it all in the numbers and the charts, resources and industrials driving the market and everything else is average at best. The MAI has been dead for the past few years…as has the construction and electronics industry this month
Read More →Management Trades 19/02 – 23/02
Notable Transactions Buy(s) THB 132 mn BTS – Perhaps its no surprise given its one of the few larger companies that have an obvious growth path for the next few years Sell(s) THB 7.3 mn N/a
Read More →It’s that time of the season for Berkshire’s Annual Letter
So what are you waiting for? Link is below, enjoy your Sunday. Source: Berkshire Hathaway Annual Letter
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