First off there’s a massive difference between what is a good company and a good stock to invest in, and here I’ll just simply use BIGC as an example. Its an exceptionally well-run company, operating in a growing industry, and with strong financials. Over the past few months its been trading over Bt. 200/share at […]
Read More →Notable Transactions: Buy(s): BLAND – HELLO K. Anant! However this time it he made several sizable transactions last week totaling Bt. 116 mn Sell(s): BANPU – A director sold off Bt 18 mn worth of shares PS – Odd seeing a director of PS buy and sell shares as a trade
Read More →Market begun to show some take profit signs last week with foreign investors slowing down their buying in the Thai Equity market and with banks posting +20% YoY earnings across the board, some profit taking happened in the sector as well. Going forward we are looking at what will happen with the commerce sector, its […]
Read More →DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]
Read More →If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]
Read More →Thailand’s domestic automobile sales in June 2012 rose by 76%yoy to 123,471 units, increasing 6% from May 2012, marking the highest level in the history of the industry here. Simply a recovery from the floods last year combined with the first-car buyer incentive scheme. Who benefits? SAT, AH, STANLY are the names we’ve mentioned here […]
Read More →Another relatively quiet week in terms of management trades except for SIRI had the most transactions with the President K. Srettha swapping shares from a personal holding co to his name in SIRI…..and HELLO AGAIN BLAND!
Read More →Last week the markets were positively buoyed due to the Thai Constitution Courts throwing out several petitions as well as several global central banks continuing to cut rates further.
Read More →Positives MSCI Thailand reported the 2nd largest inflow of $133mn after MSCI Philippines Thai Constitutional Courts throw out petitions Ireland issues bonds (yes it was last week but I don’t believe this is getting enough press, only 2 years since its wipeout and its already issuing bonds at yields lower than Spain) AOT continued to […]
Read More →The market recovered nicely last week on the back of Euro news and central banks loosening their wallets and despite negative PMI numbers from Europe and China. But going forward expect the usual confusion within the market between additional liquidity from central banks vs continuing -ve econ news. Over the next 5 weeks all 2Q12 […]
Read More →