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The contrary view, of course, is that major news, positive or negative, creates movement in a market, and therefore opportunities. If trailing stops are properly used to protect ones own position, there is no need to be fearful of significant news events.
Monday 17 April 2017
Pick
– AU (BUY/Target Price Bt14.20)
News
(+) AOT – Spending boost for regional airports.
(0) BEC – BEC-Tero sees good times ahead.
(0) Property – State land rents based on ROA.
(0) Commerce – Thai e-commerce player expands services, aims to support 620,000 stores
(+) Economy – Signs of an improving global economy
(0) Media – Social media dominates online ad market
(0) Auto – Global carmakers converge on China as rare slowdown loomsHey Scotts
How is your start up going?
And how did you go with STA?
Monday 10 April 2017
Pick
– PSH (HOLD/Target Price Bt23.60)
News
(+) BBL – BBL opens fintech accelerator scheme
(+) TPP – New public-private EEC arm to be formed
(0) Gold – Roll-out of Gold-D uncertain as TFEX lags
(+) Economy – Small retailers to get govt aid
(0) Auto – Electric vehicle makers focus on range, recharging and inductive charging5 April 2017
Picks
– Residential Property (NEUTRAL): Big plans, but let’s see how it goes
– EGCO (HOLD/Target Price Bt241.00): Valuation upside restricted despite recent acquisition
– SCC (BUY/Target Price Bt620.00): Short-term subdued story in the priceNews
(+) GGC – GGC expects to raise B3bn from second quarter IPO
(+) TVO – TVO mulls new plants following record year
(0) SCB – SCB to stay sharp with staff shake-up
(0) Auto – Tesla overtakes giant Ford in market cap
(+) Economy – GSB builds up Bt50 bn war chest to back loan needs
(+) Economy – Cabinet approves investment in new Bang Pakong power plant
(+) Economy – BOI OFFERS MORE TAX PRIVILEGES IN EECMon 3 April 2017
Picks
– SAMTEL (BUY/Target Price Bt17.50): Big govt project hunting season opens
News
(+) BEM – BEM told to expedite Hua Lamphong-Bang Khae rail start
(+) AAV – AirAsia JV in Vietnam aimed at expanding SE Asia operations
(+) JMART – Jaymart aims for camera lead with store chain
(+) IPO – Mudman IPO set for B5.25 a share
(+) Auto – SAIC Motor-CP mulls export of MG cars
(0) Food – 158 cheap PTT eateries to open
(0) Property – Condo glut weighs on project launchesThur 30 March 2017
Picks
– SCCC (BUY/Target Price Bt340.00): Yield story evolves into a growth story
News
(+) SIRI – Sansiri plans B19bn worth of projects, mainly low-rise
(+) KTB – KTB’s loan growth rallying after slow start to 2017
(+) Commerce – Siam Piwat expands global partnerships
(+) Economy – PPP puts six more projects on fast track
(+) Energy – Alro clears wind farm development
(+) Tourism – Dusit in Japanese venture
(0) Energy – Call for speed on Gulf oil bids
(-) Auto – Thai car parts may feel Trump policy stingWed 22 March 2017
Picks
– MINT (BUY/Target Price Bt42.00): Time to reload
– GPSC (BUY/Target Price Bt38.00): Ignite the SPP theme, enlighten GPSCNews
(+) THG – THG revenue rises on service provision
(+) DT Group – DTGO eyes expansion abroad
(0) ANAN – Ananda CEO urges development of smart city
(0) Economy – New ToR for double-track rail projects expected in two weeks
(0) Economy – Policymakers ready for gas disruptions
(-) Economy – Land and buildings tax draft gets nodMon 20 March 2017
Picks
– KSL (BUY/Target Bt7.75): Attractive valuations again!
News
(+) SCB – SCB Digital Ventures to splash out $50m
(0) NUSA – Nusasiri focusing on reducing risk
(+) Property – Bangkok luxury condo price soars to new record
(+) Economy – Now is the time to invest, MyanmarFri 17 March 2017
Picks
– KSL (BUY/Target Bt7.75): Robust growth expected in 2Q17
– RJH (BUY/Target Bt33.00): Key takeaway from analyst meetingNews
(+) BGrimm – B Grimm signs MoU for power line in
(0) BAY Group – Krungsri Auto targets 10% growth in loans
(-) THAI – THAI delays affiliate strategy
(+) Economy – Exports to grow 8% on value-added items
(+) Economy – Mexico grants Thailand rice quota
(+) Economy – TDRI urges wide swath of reforms
(0) Economy – Roadmap for EV industry expected this monthThur 16 March 2017
No picks
News
(+) Bay – Krungsri Asset Management launches KFTSTAR-D
(+) CP Group – CP to open Khon Kaen convention centre
(+) PLAT – Platinum to splash out on wholesale hub
(+) CENTEL – Central Group to build mall in Phnom Penh
(+) TelCo – TOT secures 4G nod after legal tussle
(+) Economy – Mexico offers zero tariff for rice import
(-) IFEC – Power struggle intensifies at IFECWed 15 March 2017
No picks
News
(0) GL – Group Lease attempts to reassure investors on loans
(0) CHO – Cho Thavee shifts to service centres
(+) LOXLEY – Loxley survival mode to update, overhaul
(+) ITD – Italthai eyes huge revenue spur by 2021
(+) M – MK peckish for global restaurant brands
(+) THAI – Thai Smile ready for region
(-) Media – Ad spending takes 4.2% hit in first two monthsTue 14 March 2017
Picks
– CHG (BUY/Target Price Bt3.00): Be patient and margins will recover
News
(0) Aviation – U-tapao, high-speed rail top list
(0) ADVANC – AIS unveils new 4.5G network
(0) Finance – IBank aims to stay afloat with new partnerships
(0) Property – Low-rises cut for Purple LineFri 10 March 2017
Picks
– SAMART (HOLD/Target Price Bt17.00): Still dragged by SIM in 2017
– ROBINS (BUY/Target Price Bt72.00): Constructive strategies supporting growth
– WORK (HOLD/Target Price Bt50.50): Awaiting prime time for re-entryNews
(+) SPCG – SPCG sees hot earner in solar rooftops
(0) Property – TCC Land to splash B40bn on trade hubs
(+) WORK – Workpoint TV surges in ratings
(+) MINT – Minor sees M&A as best fit for fashion sales goal
(0) Finance – Exim Thailand to boost role in Myanmar through local presenceTue 7 Mar 2017
Picks
– PTTGC (BUY/Target Price Bt89.00)
News
(0) CPN – Central adopts Line to hasten 4.0 drive
(+) Transportation – Aviation reform plan gets nod
(0) Energy – Licence laws close to passing
(0) Economy – Single window to clear trade by next year
(0) Economy – 40% of SMEs joined formal tax system
(0) Economy – Productivity grows, but unemployment reaches 1%