Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale
Read More →And whilst I was overseas last week the market decided to suddenly wake up on the back of ETF flows (probably) into the market and AOT announcing that they’re going to flnally earn a bit more from King Power.
Read More →It’s been in the news that the THB continues to strengthen versus the USD and people are going on and on how this is negative for exports (agreed) bad for the economy (yes GDP #’s will look weak because of the weight of exports, but longer term I’m not sure) and how the country will […]
Read More →ANAN to adjust sales strategy by focusing more on existing stocks and expansion in China, sees Bt300-400m recurring income from serviced apartment, reaching Bt1.8b in 2021. Comment: Questions are still around regarding the condo transfer market, hence why this name is still at 5x PE JUBILE sees strong 2H19 on seasonal and new products to […]
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