There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]
Read More →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 →EARTH EARTH expects higher region coal price to lift 1Q15 profit above Bt3.8bn. Management remains confident that its sales volume will reach 10mt in 2015 due to higher demand. It plans to acquire more mines with reserves of 40mt, conclusion by 4Q15. (Thun Hoon, 12/03/15) Comment: The owners have been pledging their shares for a […]
Read More →AKR AKR has set a revenues target this year of Bt4.2bn supported its transformer manufacturing and distributing and solar cell business. (Kao Hoon, 09/01/15) BKD BKD has set a revenues target growth of 20% this year supported by its backlog on hand of more than Bt2bn. It also expects to receive new government project worth […]
Read More →Notable Transactions Buy(s) THB 214 mn IEC – The Chairman buys a decently sized stake, as of Friday he’s already made 100% PJW – Looks like a switching in shareholding between family members *TPIPL – Interesting to note that K. Prachai are family are still buying shares in TPIPL Sell(s) THB 149 mn PJW – […]
Read More →ADVANC ADVANC to launch fixed broadband service early next year. It targets 300,000 customers in the first phase and expects to invest Bt4.6bn. It also said that over the past two years it has invested Bt80bn in its 3G network and it expects to reach 20,000 3G base stations by the end of this year, […]
Read More →ADVANC AIS lays broadband blueprint – Advanced Info Service (AIS), the country’s largest mobile operator, is jumping on the fixed-line broadband internet bandwagon with planned commercial service to begin in early 2015. “We believe now is the perfect time to enter the market, worth 50-60 billion baht last year, as the industry just reached a […]
Read More →Notable transactions Buy(s) THB 42.6mn N/a Sell(s) THB 1.6 bn ABC – The well known punted/speculated stock price has the owner selling CHG – Constant selling by the owners of this hospital TPIPL – Massive THB 1.47 bn sell by the owner
Read More →Notable Transactions: Buy(s) THB 343 mn GRAMMY – The owner does a trade SUPER – Another backdoor listing, that is related to the solar plant industry Sell(s) THB 340 mn GRAMMY – See above TPIPL – Same as last week, TPIPL share’s have been rising strongly on the back of capacity expansion
Read More →Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]
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