Notable Transactions

Buy(s) THB 209 mn

  • DCORP – A switch amongst directors. A rather odd company in the end.
  • ORI – We were unsurprised by the drop in share price, and are surprised by founders buying shares…well..lets see

Sell(s) THB 248 mn

  • AMA – Thats a huge block sale, wonder who the buyer is.
  • BEAUTY – Another massive block sale, if the upside is so wonderful why is there such a huge amount of selling done the major shareholders?
  • DCORP – See above
  • PACE – Goodbye.

Note: This is the first time in months that I’ve seen a lot of buying by management/directors/founders and vice versa for certain names.

  1. peter satrapa-binder

    @the big sale at BEAUTY:

    judging from today’s stock performance, one has to wonder whether the owner knew or suspected that there will be anything negative coming up…

    • peter satrapa-binder

      well, i guess beauty has had its ‘gold rush phase’ (when it went up to over 20) but since after its big fall i think investors just see it as ‘normal’ company – and for such a valuation of 20 PER is still a little bit expensive, especially considered the current stock market climate and the problems with the chinese customer segment…

      the question is: can they really establish their brand on an international basis in the future? i think their concept is good, but it’s to see whether they really can internationally compete and expand against the big names in this industry… thailand alone would not be enough.

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