Notable Transactions Buying is going through the roof! Buy(s) THB 1.7 bn AMATA – Boom! Vikrom has coming out of his decade of meditation and decided to buy shares TFG – Not sure what’s going on here, buys and sells – SEC reporting issues? MINT – And he’s bought some THB 1.4 bn worth of […]

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There were 413 Buy transactions last week! Notable Transactions Buy(s) THB 1.2 bn MINT – One of the major shareholders decided to massively increase his stake. GULF – He’s backkkkkkkkkkkkkkkk SUPER – Rare to see a decent buy here EA – Perhaps by buying the IE from his son, it will create tangible value in […]

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AAV may save as much as Bt800m after Cabinet cut jet fuel tax from Bt4.726/liter to Bt0.20/liter, Bt300m for THAI. Comment: But it may not make up for the loss in demand.  ADVANC, TRUE, DTAC, TOT and CAT have all submitted bids for 5G spectrums, with ADVANC and TRUE said to be vying for 3 […]

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So the news is out. Let’s just go straight to the hotel stocks. Thoughts: This too shall pass. It’ll probably end up being another good trade/buying opportunity. Difference is that the base of tourism numbers is higher compared to 2015 If the epidemic worsens…losing money on a hotel stock will be the last of your […]

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AMANAH reaffirms big jump 4Q from strong demand for credit on holiday season, larger coverage from branches expansion and lower LLP after shift strategy to seize vehicle instead of settle with debtors on hire-purchase default AMATA signs JV Spore partner, Surbana Jurong Infrastruture, to provide consultancy service for entire projects under Amata Group. Comment: I […]

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AMATA sees solid 4Q after closing deal to sell 200 rai of land, but admitting FY19 land sales will miss. Comment: And Vietnam isn’t performing either, infact nothing has performed for AMATA despite the share price increase over the past 3 years CENTEL: Centara Grand hotel at Central World kick-off food delivery service via Grab […]

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AOT’s board gave nod to open bid for duty-free pick up counters at Suvarnabhumi and Don Mueang this December. CBG upbeats 2H earnings from new launch Carabao Green Apple energy drink sales, wider margins from in-house canning unit, improved bargaining power, and narrower loss from UK operation, firms on Bt2.3b FY19 revenue target. Comment: So […]

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AH sells shares of JV company in Vietnam, AVAP, to Vinfast trading for Bt377m, will book gains in 3Q. Comment: From talks with folks in Vietnam, this is because Vinfast is slow with the roll out and difficult with negotiations.  Most likely a prudent move made by AH. DEMCO sees strong 2H upon realizing Bt1.13b […]

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BTS-GULF-STEC-RATCH (BGSR) consortium wins Bt 40b O&M motorway contract for Bang Pa In-Nakhon Ratchasima & Bang Yai-Kanchanaburi routes. Comment: And boom! Interesting to see GULF join this consortium in addition to the relationships they have with PTT it looks like their fingers are in every pie ORI: to open 2 hotels under InterContinental Hotel Group […]

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Notable Transactions Buy(s) THB 112mn MTC – A director makes a big buy here MINT – The COO of MINT makes a YUGE purchase, this is the first time in years that I’ve seen management (i.e. not the owner) make a purchase Sell(s) THB 80mn AUCT – Owner dumps THB 60 mn, probably in a […]

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