Notable Transactions Buy(s) AH – Founder continues to buy up more shares, this time THB 43 mn BGH – Same story THB 200 is coming GFM – Now this interesting a THB 70 mn purchase buy two directors, must’ve been off market as there usually is barely any liquidity here. POST – Major shareholder and […]
Read More →ADVANC AIS aims to run 3G service using TOT’s frequencies — ADVANC is moving ahead with pans to negotiate with concession owner TOT to run 3G mobile services on the state telecom enterprises three frequencies. The move came after the NBTC last week voted overwhelmingly in favor of the contentious 3G network contracts between TRUE […]
Read More →North Korea, Bird Flu, and local politics making noise pretending to be important all resulted in the market having a difficult week.
Read More →Thailand MPC edgy but maintains rate — The Monetary Policy Committee yesterday voiced stronger concern over the brisk trade in property and equities and the surge in bank credit but till kept its policy interest rate unchanged at 2.75%. With one member absent, the MPC voted 5:1 to hold the rate and vowed to keep […]
Read More →DTAC DTAC continues 3G network expansion — DTAC vows to be at the forefront of the 3G mobile broadband market this year thanks to its upgraded network platform. It expects to almost triple its 3G mobile subscribers from 3.5mn to 10mn this year using its 850- and 2100 MHz frequencies. It is able to install […]
Read More →Well its a question we’ve been asking for a while, so last week we decided to take a quick a look at how the sector weightings have changed since the end of ’07 and its quite surprising. In the past we’ve always taken for granted that Resources were the biggest weighting in the SET, however […]
Read More →CENTEL CENTEL looking at great 1Q13 — CENTEL expects strong 1Q13 results driven by a high occupancy rate of 80% in this, the high season for Thai tourism. It says that it will sign a management contract with a hotel in Pang-Nga. (Than Hoon) Comment: The company and stock has performed well, however such performance […]
Read More →As much as I like to throw mud at the central bank of Thailand. While having a discussion with a friend yesterday regarding investments, he brought up a point stating that the Central Bank of Thailand’s foundation is one of the key reasons that Thailand has done so well and through its inflation-targeting has been able to […]
Read More →Market rallied back strongly last week getting back most of the gains that were lost in the “mini-crash” 2 weeks ago. April is expected to be a quiet month, its Songkran, lots of people are going to be gone for 2 weeks, so it will be a good time to sit back and look for […]
Read More →Notable Transactions Buy(s): AH – More buying by the founder post their JVÂ announcement JUTHA – Just like TTA and PSL this stock is trading stupidly cheap, no surprise to the MD buy THB 30 mn shares, however I am curious about the sudden spike in the stock price since his purchase… TTA – TTA has […]
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