Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]
Read More →Notable Transactions Buy(s) THB 260 mn BA – The family continues to support the share price with another THB 80 mn bought in shares LIVE – This has to be an off the market trade, a Director just bought THB 119 mn worth of shares, just over 5% of total shares Sell(s) THB 693 KIAT […]
Read More →ANAN ANAN budgets Bt3bn to purchase land to support business expansion. The company targets revenue of Bt12-15bn with presales of Bt22.5-23.5bn in 2015. (Kao Hoon, 11/12/14) Comment: The upside for me in ANAN is on operational leverage i.e. fixed costs should be stable, thus with revenue growth of 20-30%, i wouldn’t be surprised to see […]
Read More →Notable Transactions Buy(s) THB 213 mn BA – The family believes that the decline in shares since its IPO is overblown – I think not. MC – The founder continues to accumulate shares, what I haven’t liked about MC is that SSSG has been negative since IPO, all the growth comes from store expansion, can […]
Read More →AMATA AMATA expects to sell 500 more rai at the end of this year, raising total land sales for the year to reach its target of 1,000 rai. It said it has more than 2,800 rai in land ready for sale that is simply waiting for EIA approval. Next year, it will invest more than […]
Read More →As posted earlier this month, there MSCI rebalancing was effective as of today’s closing, a gentle reminder on what the changes were MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF […]
Read More →The past few weeks have been their usual hectic period with listed companies reporting their 3Q14 #’s, see below for a summary of how each sector performed on a reported net profit basis. A few comments: The overall performance for the the market was crap the SET & MAI were -4.7% YoY%, and -0.4% on […]
Read More →MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF DELETIONS: None MSCI GLOBAL SMALL CAP INDEXES The following are changes in constituents for the MSCI Global Small Cap Indexes which will […]
Read More →AJD AJD starts trading at new par value of Bt0.1/share today and expects price at Bt3.2/share. Management reports set-top box sales volume of 500,000 boxes YTD and expects to sell 2mn boxes in 2014. The company is studying investing in a solar power plant in China. (Kao Hoon, 4/11/14) Comment: Stock splits = retail gold! […]
Read More →CPALL CPALL expects 8,100 7-Eleven branches in 2014from currently 7,900. It expects the Thai economy to continue to grow. The company is preparing to launch a large campaign in December. (Kao Hoon, 13/10/14) EASON EASON to focus on foreign markets by setting up factories in Vietnam and Indonesia and a trading company in Malaysia. The […]
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