AMATA AMATA expects to sell 1,000 rai of land this year because of high demand in 1Q16 from Chinese, Japanese, and Korean clients. It expects to sign a contract for the sale 400-500 rai soon. (Khao Hoon, 09/05/16) CK CK plans to take part in Bt480bn in bids and expects to get 20-25% to add […]
Read More →Buildersmart designed for focused, sustainable success Buildersmart Plc (BSM) is a building materials manufacturer and distributor listed on the Market for Alternative Investment since 2008. Managing director Sunchai Nuengsit discusses the company’s strategy and outlook. Please explain the history of BSM BSM was founded in 2001 by executives who had long experience in the building […]
Read More →Govt pushed for retail measures — THE RETAIL industry now expects to grow by only 2.8 per cent this year instead of around 3 per cent, and continues to urge the government to implement the short- and long-term measures it has proposed to improve the situation. (The Nation, 4/5/2016) BoT reports muted first-quarter growth – […]
Read More →CPALL CPALL expects its net profit to be good brought by SSS growth and 700 new stores. It expects 1Q16 net profit to be no less than Bt3.85bn with Bt102bn sales. It plans to sell MAKRO shares. (Thun Hoon, 04/05/16) Comment: It does finally look like they are going to do something with their stake […]
Read More →AAV AirAsia mulls Thai hub – AirAsia, the continent’s largest no-frills airline group, is keen to boost its position in Thailand with the relocation of its regional nerve centre from Indonesia to here. In a discussion with Prime Minister Prayut Chan-o-cha yesterday, AirAsia chief executive Tony Fernandes said the group would also like to build […]
Read More →You can see from the breakdown in industries that energy, petrochemicals etc etc have helped to keep the market relatively strong this year even though we are starting to see some weakness creeping into the financials. But regardless a YTD + 8.5% in THB is magnificent when compared to most markets in the year (although […]
Read More →Notable Transactions Buy(s) – THB 344 mn BDMS – And he’s still buying ! This time another THB 279 mn worth of shares IFEC – Well they seem to trying to turn this into a “buy whatever we can” company Sell(s) – THB 994 mn JWD – Already in the news that this was a […]
Read More →Which country’s government set up is this? 440 members, 330 elected 110 appointed by the Military. If you thought of Thailand I wouldn’t blame you, that is Myanmar’s current structure, raises quite a few questions doesn’t it? Thailand infrastructure projects These ones are postponed – Mr Peerapol said the three projects are the Pink Line […]
Read More →Yen soars, stocks slump as BOJ holds policy, pushes back inflation target — The Bank of Japan held off from expanding monetary stimulus on Thursday, defying market expectations for action even as soft global demand, an unwelcome rise in the yen and weak consumption threatened to derail a fragile economic recovery. (Reuters, 29/4/16) Fed Waits […]
Read More →AOT AOT has revised up its five-year investment plan from Bt140bn to Bt170bn. It expects nonaeronautical revenue to comprise 50% within three years. (Thun Hoon, 29/04/16) BBL NBTC seeks more info from BBL on Jas’s failure to pay licence upfront fee – THE NATIONAL Broadcasting and Telecommunications Commission will ask for more information from BBL […]
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