Notable Transactions Buy(s) THB 866 mn BDMS – After that announcement of buying the Nai Lert Park land the founder bought a whopping THB 786 mn worth of shares SYNTEC – This company has seen a lot of management buying over the past 12-24 months Sell(s) THB 99.7 mn BTW – Just met them this morning, […]
Read More →BTW BTW is talking to a prospective partner to expand to the power business. It expects a decision to be made this year. It expects 2H16 performance to be good backed by solar farms in cooperative units. It expects 2016 revenue to reach Bt2bnm as targeted. Its backlog is Bt1.9bn, of which 50% is expected […]
Read More →Notable Transactions Buy(s) THB 167 mn BTW – A switch between shareholders EARTH – Oh he’s back to buying shares again. One of the strangest coal companies around.. Sell(s) THB 435 mn ORI – This was the block sale to Templeton PT – Interesting that after he sold the block of shares the share price […]
Read More →Notable Transactions Buy(s) THB 273 TU – The owner decides to pick up a fair amount of shares BTW – looks like a block trade between shareholders Sell(s) THB 245 IFEC – Does he not believe in IFEC’s dream to somehow do everything despite not having the capital? BTW – see above PT – A rare […]
Read More →BEAUTY BEAUTY expects 2H16 high season to support its sales. It is confident that 2016 revenue will grow more than 20%. It plans to expand its branches in Thailand and abroad. (Kao Hoon, 24/08/16) Comment: The odd thing is that we are seeing management sell shares in the market BJC BJC expands glass output […]
Read More →ADVANC ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16) Comment: While the dividend payout ratio […]
Read More →BEM MRTA board approved hiring BEM to install a system at Taopoon-Bang Sue station for Bt63mn. It expects to sign the contract in September and finish the project within March 2017. It plans to negotiate with BEM to operate the Blue Line until 2042. (Kao Hoon, 03/08/16) BCP BCP negotiating with Indonesian partner to set […]
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