Notable Transactions Buy(s) THB 408 mn TTI – Must’ve been a block trade because there is zero liquidity here. TRC – Is the potash mine project finally happening? MCS – Well thats interesting, we thought the peak for MCS was when it hit 20 on the back of a lot of orders that were recognised […]
Read More →Thailand Future Fund Thailand’s future fund is still ongoing developments have been slow in the past 12 months but the government seems to be picking up steam as we have the potential IPO of the Thailand Future Fund coming in April ’17 What projects could it initially injected? Apparently the MoF is targeting to have 2 […]
Read More →Here’s all the news I still collected when I went offline for the past few weeks (13/12 – 17/01), they are in chronological order, no comments, its a lot to read, enjoy. Stocks in the news (banpu, bgt, chewa, chow, com7, cpl, dtac, fer, forth, gunkul, lhbank, nncl, nok, pt, pttgc, tpbi, tpoly, work) 17.01.17 […]
Read More →U.S. retail sales boosted by auto demand; producer prices climb. U.S. retail sales rose in December amid strong demand for automobiles and furniture, providing further evidence that the economy ended the fourth quarter with momentum and is poised for stronger growth this year. The Commerce Department reported that retail sales increased 0.6 percent last month […]
Read More →ASEFA ASEFA plans a roadshow abroad which it hopes will bring in more investment by funds. It will make a decision by the end of January. It has budgeted more than Bt10mn to open seven new branches nationwide. It targets 2017 revenue growth of 15% YoY, with more jobs waiting to be booked and new […]
Read More →ATP ATP30 expects 2017 revenue to be a record high of Bt350mn, up 15%, brought by Bt320mn revenue contribution from a service contract. It is talking to four new clients and expects to complete one transaction in Feb. It is budgeting Bt120mn to buy more buses to meet greater demand from more clients. (Kao Hoon, […]
Read More →AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]
Read More →Notable Transactions Buy(s) THB 205mn SIRI – This cheeky mofo is back! Just look at the 7 year chart of insider buying and selling to see what I mean RS – Apparently its the beauty products that they manufacturing, sell on their own channels, using their own stars, and finally their own available ad space […]
Read More →And we’re back! Market’s had a decent start to the year, where it will go from here? As usual I can see both the bull and the bear story and I’ll write more later with my random thoughts over the weekend. In the meantime, agriculture names still continue to stay strong, sugar – well it’s […]
Read More →Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]
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