Notable Transactions Buy(s) THB 396 mn BA – And he’s back to buying BA shares! RS – He continues to buy back shares left right and center WHA – This country is called amazing Thailand, and the thai stock market is no different, the reason for WHA’s decline was because of rumours that a major […]
Read More →In a nutshell, Â a rubbish quarter all around, but we’ve gone ahead and highlighted the sectors that actually had growth QoQ, YoQ and 9M, anyone else thinking that perhaps some automotives may be worth a look?
Read More →BDI continues to plummet This only interests me because I’ve been waiting and waiting for the right time to purchase PSL shares, but other than a brief few month spell 2 years ago they haven’t deserved a position within the portfolio, not b/c they are rubbish operators but more because the industry just looks crap […]
Read More →Thai Economy Turns a Corner as Junta Starts to Boost Investment — Thailand’s economy showed signs of a turnaround with its fastest quarterly growth this year, as the military government’s stimulus spending and a rise in tourist arrivals offset weak local demand and exports. Gross domestic product expanded 1 percent in the three months through […]
Read More →BTC BTC has budgeted Bt105mn to invest in the logistics business. It expects to show a net profit this year. It is interested in investing in alternative energy. (Thun Hoon, 20/11/15) Comment: A logistics alternative investment firm, well why not. CENTEL CENTEL has budgeted Bt2bn to invest in hotel and food businesses. It expects 4Q15 […]
Read More →Cho Thavee thrives on innovation and one-stop service Cho Thavee Dollasien Plc (CHO), a maker of truck and trailer bodies and components and special transport products, listed on the Market for Alternative Investment in May 2013. Suradech Taweesaengsakulthai, president and chief executive, discusses the company’s strategy and outlook. Please explain Cho Thavee’s history and business […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Well according to the latest GDP information it appears that GDP expanded 1% in the past 3 months compared to the previous quarter, won’t be surprised to see several economists begin to annualise this number and say that Thailand will hit 5% GDP Growth next year…. Anyways, here’s a few snippets from a Bberg article […]
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