Notable Transactions Buy(s) THB 2.7 bn NOBLE – And now there is only one major shareholder in NOBLE NFC – Recent relisting of a formerly defunct company, the Vice Chairman shows that he owns some 50% of the company BROOK – That’s a 10% stake in the company, switching amongst the major shareholders? BTS – […]

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AH AH will join with VINFAST to build vehicle chassis factory in Vietnam worth Bt1.8bn. It will start operations in 3Q19. (Kao Hoon, 13/6/18) Comment: Thats just amazing for AH, if you know whats going on in Vietnam you’ll see that the government is essentially trying their best to mimic the koreans and develop their […]

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Notable Transactions Buy(s) THB 331 mn TMT – A swap amongst the family members BTS – And he’s still supporting the recent share price movement. RS – And he’s still buying his shares! Sell(s) THB 265 mn TMT – See above ECF – Wonder who bought these…never been impressed by this firm K – The […]

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AAV AAV targets a load factor of 87% this year, backed by growing Thai tourism. Average fare increased 6% in 1Q18 and the company plans to raise fares to cover rising jet fuel prices. It is expanding its network to India and ASEAN. (Thun Hoon, 5/6/18) BCPG BCPG will recognize around Bt3.0bn gain on sale […]

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BAFS BAFS raised its revenue target growth to 6% as demand for jet fuel should increase by 5% this year. This is supported by the ICAO’s decision to remove Thailand’s red flag status. Management expects 2Q18 earnings to remain strong and the pipeline project will continue to increase the proportion of oil transmission revenue to […]

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BAY BAY to expand to more global companies. Following an impressive loan growth of 14.5% in 1Q18, BAY plans to expand its client base from Japanese clients to other global companies. Its key business strategy is to support businesses in the Eastern Economic Corridor (EEC). (Kao Hoon, 31/5/18) Comment: I still think that this bank […]

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Notable Transactions Buy(s) THB 288 mn RS – And he still continues to buy, this time to the tune of THB 250 mn, what am I missing here? Any ideas out there? BTS – And a continued buying spree by the founder Sell(s) THB 2.8 mn N/A

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BGRIM TRIS revises BGRIM rating to A with stable outlook with current total production capacity of 1779 MW and to reach 2518 MW in 2022. (Khao Hoon, 11/4/18) BTS BTS says FY2019 revenue will grow 200%, driven by the South and Green mass transit lines (BaringSamut Prakarn) startup in December. It is also going to […]

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  Notable Transactions Buy(s) THB 280 mn GULF – And he’s still buying and buying. BTS – And again he’s buying, looks like they also sold a chunk off to Capital Group SUPER – The Chairman/MD buys, get ready for some shenanigans from this name… BEC – Does 1 show mark a turnaround? Or is […]

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