Management Trades 29/01 – 02/02
Notable Transactions Buy(s) THB 14.6mn N/A Sell(s) THB 35.8 mn N/A
Read More →Tag: Thailand
10 yr US Gov vs 10 yr Thai Gov vs SET Div
The yields have been on my mind for the past few months and it’s been rather confusing. The 10 yr Thai gov is @ 2.5% vs the US 10 yr gov bond @ 2.8% The yield on the SET is now at 2.59% So: Is the Thai market safer? Less risky? More attractive for capital […]
Read More →WHTW Top 10: 29/01 – 02/02
FPO raises GDP growth projection. The Fiscal Policy Office (FPO) upgraded its economic growth forecast for this year to 4.2% from 3.8% and raised its estimate for exports. (Bangkok Post, 30/1/18) Cabinet affirms wage hike, relief measures. The cabinet yesterday endorsed the daily minimum wage hike nationwide from April 1, an increase of 5-22 baht […]
Read More →Stocks in the news (bay, bcp, bcpg, bgrim, d, lpn, richy, spcg, thcom, wha) 02.02.18
BAY BAY targets 2018 loan growth at 6-8% and it believes performance will be better than last year’s in tandem with economic recovery. It will maintain NPLs under 2.5% and coverage ratio to be at least 140%. It has budgeted Bt20bn for a three-year investment in technology (2018-2020) in order to expand to digital. (Thun […]
Read More →Stocks in the news (btw, css, iii, ilink, ori, pttep, super, tacc, thcom, ttcl) 01.02.18
BTW BTW says big projects received this year will grow revenue and earnings. It projects 2018 revenue growth of at least 10%. It currently has backlog of Bt900mn, of which 80% is going to be booked as revenue this year. It plans to bid for new projects worth approximately Bt7bn. It also plans to expand […]
Read More →Stocks in the news (ama, amata, biz, ccp, dtac, ea, gift, jmart, pttgc) 31.01.18
AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]
Read More →Stocks in the news (beauty, bem, cwt, itel, prm, orjna, samco, siri, spa, tpipp) 30.01.18
BEAUTY BEAUTY plans to expand to Russia and India as it has a positive view on beauty market growth. It expects to finalize the plan in two years. It targets 2022 revenue of Bt10bn with Bt4.29bn in 2018. It projects market capitalization of at least Bt100bn, as it plans to continuously expand its business both […]
Read More →Management Trades 22/01 – 26/01
Notable Transactions Buy(s) THB 41 mn N/A Sell(s) THB 79 mn AEONTS – The share price went through the roof on the back off better than expected #’s in this thinly traded name and this director is unloading shares
Read More →Market Update 22/01 – 26/01
And it continues, up4.3% already for the year, the news about a delay in the elections hasn’t hurt this uptrend at all. What’s driving the market? Easy petrochems + oil
Read More →Larry Fink’s Letter to CEOs
I would love to see this implemented throughout the world. Companies do forget at times that shareholders, no matter how small, are owners of the business and in the end they have to answer to them. So it’s a refreshing to see this type of letter being published and distributed. As usual here’s some snippets […]
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