Management Trades 11/05 – 15/05
Notable transactions Buy(s) THB 84mn JUBILE – The founder and CEO decided to buy a significant amount in the market. Sell(s) THB 0.5 mn n/a
Read More →Tag: Thailand
1Q15 Earnings Results
The consistent winners: Construction materials, tourism & leisure, food & beverages and insurance all had decent YoY and QoQ Â growth rates The consistent losers: Construction services, personal products & pharma had rubbish YoY and QoQ growth rates. Anything interesting? Agricultural seems to be a cyclical funk, wondering out loud when will it rebound? Transportation & […]
Read More →What happened this week 11/05 – 15/05
Thailand VAT collection increased on average by 10.2 per cent in the first four months of 2015 – MR Pridiyathorn Devakula, the deputy prime minister in charge of the economy, commented during the Cabinet meeting that consumer confidence was not as bad as claimed by some. He urged the public to look at the collection […]
Read More →Stocks in the news (aav, anan, bcp, ccp, ecf, epco, jsp, ktc, ptg, rs, sawad, sc, tasco, thcom, trc, uac, vng) 15.05.15
AAV AAV reported 1Q15 earnings at Bt506mn on Bt7.7bn revenue backed by tourism recovery. The rise in fares resulted in a better performance. (Khao Hoon, 15/05/15) Comment: The biggest winner in the aviation industry in Thailand ANAN ANAN will focus on condominiums located near the BTS in order to emphasize its positioning, the leading developer […]
Read More →Stocks in the news (beauty, css, earth, estar, ifec, ivl, kcm, pdg, ratch, rwi, samart, seafco, sena, spcg, tfd, tvd) 14.05.15
BEAUTY BEAUTY to trade at new par of Bt0.1 on May 14 (split par from Bt1). 1Q15 earnings outperformed due to growth in tourists that led to rising sales at both the existing and new branches. (Thun Hoon, 14/05/15) Comment: Everyone loves a good stock split, but Beauty has one of the most demanding valuations […]
Read More →The Oxen have chosen, a good year ahead for Thailand!
If you believe it. The two main sacred oxen, Phra Kho Fa and Phra Kho Lert, were each offered seven bowls containing seven different foods, and their choices were used to make the predictions. The seven dishes were paddy rice, maize, water, grass, soybean, sesame seeds and liquor. The oxen ate grass, a forecast that the […]
Read More →Stocks in the news (bkd, cei, drt, forth, fsmart, mill, polar, smpc, thai, tmi, tse, uac) 13.05.15
BKD 1Q15 net profit was Bt13.07mn (+17.5%YoY) on revenue of Bt194.88mn (+16.17%YoY) up from 1Q14’s net profit of Bt11.12mn and revenue of Bt167.75mn (Post Today, 13/05/15) CEI CEI will change its name to “Advance Connection Corporation†(ACC) and plans to invest in alternative energy. Management guides to a turnaround in earnings this year. It plans […]
Read More →MSCI Rebalancing- small cap index: +14 / -2 for Thailand, MSCI Thiland – no change
As an fyi, just off the presses this early AM, these changes will be effective as of 29 May ’15 MSCI GLOBAL STANDARD INDEXES – None for Thailand MSCI GLOBAL SMALL CAP INDEXES – ADDITIONS: BA, BEAUTY, CBG, EPG, IMPACT, IFEC, MTLS, PLANB, PTG, SIM, SCN, TSE, UNIQ, WORK – DELETIONS: JMART, TPIPL
Read More →Stocks in the news (arrow, auct, beauty, bjchi, demco, dtac, eforl, gunkul, hmpro, ivl, kce, mida, mtls, polar, s11, takuni, tks, tmb, tsr) 12.05.15
ARROW Says revenue will grow 20% on booking revenue of Bt168mn. It is waiting for bids to open for new project valued at Bt160mn. 2Q15 income is estimated to rise 20%YoY while 1Q15 earnings surged 72% to Bt61mn. Domestic and international funds are interested in ARROW stock. (Thun Hoon, 12/05/15) Comment: Their 1Q15 earnings were amazing, […]
Read More →Digital TV infighting
The new digital TV industry has been both a love and hate relationship for me, at times I can see the bull in it, about how well some new players will perform (WORK, RS), newer players receiving higher ad rates over the coming years, at other times I see the bear argument, an audience population that […]
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