Management Trades 05.11.12 to 09.11.12
Notable transactions Buy(s): N/A Sell(s): Max – No mention of the management/director name available on the SEC’s website but its a large transaction @ Bt. 41 mn worth of shares sold
Read More →Tag: Thailand
Management Trades – October Summary
As requested by the readers here…this is the summary of all management transactions for the month of October 2012. Highlighted are major transactions above Bt. 30mn. Comment: BTS … now you know why the own of BTS bought some Bt. 100 mn worth of shares in the month, given that they’ve just announced the likelihood […]
Read More →Thai rung union car shifts back into high gear with new specialty focus
Thai Rung Union Car Plc (TRU) was established in 1967 by Vichien Phaoenchoke and listed on the Stock Exchange of Thailand in 1994. Thai-owned and managed, the company is a leading automotive industry operator that offers fully integrated services starting from design through production and assembling. Sompong Phaoenchoke, the director and managing director, discusses the […]
Read More →3Q12 Summary thus far..winner is Home Office Products o__O
Earnings season here continues until the 15th November but given that the majority of the major companies have already announced their earnings I thought it would be best to summarise the results thus far. 9M12 vs 9M11 the top 3 sectors were for net profit growth: Home office Products +160% Food & Beverage +128% Tourism […]
Read More →Slower Growth World
My buddy Saroj is out with his latest comments on the local economy, showing how Thailand’s GDP has been affected by Europe Thailand traditionally relies a lot on external demand in terms of export and tourism. While there is still growth in export (THB value) this year, the growth come short of the expectation of producers, hence […]
Read More →3G beneficiaries
Just received this in my mailbox, its a rather nifty little infographic showing which publicly listed companies in Thailand will benefit from the recent issuance of 3G licenses to the telecom operators. Â Source: Not sure, if someone knows do inform me so I can credit them properly
Read More →Sector Update 29.10.12 to 02.11.12
Telco sector took a lot of profit taking over the past week or so with the 3G story now fully played out. Odd to see propcon continue to its high growth, again I’m happy to see the Agro&Food Sector bounce back. Â Â Â Â Â
Read More →Comment: BLAND Plc
So BLAND’s owner, K. Anant, came out for his first press interview in Donkey years and here are the key points Plans to spend 2 billion baht to develop new projects at Muang Thong Thani and sell 600 rai on Srinakarin Road worth 7.2 billion baht. Chairman Anant Kanjanapas said the company also aims to […]
Read More →Dr Doom says QE3 will barely help
Despite the fact that Dr. Doom hasn’t been the most accurate predictor of the equity market rallies, one still always has to look at the markets from both a bull and a bear perspective. Consider, first, that the previous QE rounds came at times of much lower equity valuations and earnings Moreover, fiscal support is […]
Read More →Management Trades 22.10.12 to 26.10.12
Fairly quiet week in terms of transactions, with only a big sell (THB 37mn) from a director of Preuksa Real Estate (PS)
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