Notable Transactions Finally there’s been a fair amount of movement on both the buys and sells Buy(s) THB 138 mn GLOBAL – This director seems to believe rather strongly in the company at this price. Sell(s) THB 201 mn PACE – What’s going on here? SAMART – Looks like SIM and the continued delay of Cambodia […]
Read More →Erm, there’s been nothing exciting. Except maybe Brazilian poultry and meat issues that have now given any shareholders in cpf, gfpt, and tfg reason to exit.
Read More →ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]
Read More →AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]
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