Management Trades 29/05 – 02/06
Notable Transactions Buy(s) THB 179 mn Sell(s) THB 985 mn
Read More →Tag: netbay
Stocks in the news (bgrim, dod, gulf, j, netbay, sabuy, samart, super) 16.12.21
BGRIM paid Bt116m for 49.9% in KOPOS, a developer of wind and solar farm in Korea, with 95.78MW capacity. DOD begins selling CBD oil from Jan 22, reaffirms big jump next year. Comment: 2022 may be the year that the hemp industry properly kicks off in Thailand. DOD is related to BJT GULF to resume […]
Read More →Stocks in the news (makro, mbk, netbay, rjh, siri, whaup) 07.10.21
MAKRO: seek holders approval to recover Lotus Thailand & Malaysia assets transfer upcoming virtual EGM October 12, expects transaction completed within October 25, mulls sell PO to boost free float >15% from current 7% to qualify for SET50. Comment: Just imagine this does a DELTA. And yes recovery in business etc etc. MBK: issues free […]
Read More →Stocks in the news (7up, com7, delta, gfpt, netbay, prm, seafco, stgt, sta, susco, tkn) 26.01.21
7UP: Advance Capital partner cuts holding by 11.9023% to 2.9284% of total outstanding last Friday (January 22.) Comment: And that means that this odd listed co has no major shareholder. Though someone must’ve taken the block from Advance Capital. Look at the Board, dodgy characters… COM7 teams up Shopee to roll out online campaign, Shopee […]
Read More →Stocks in the news (advanc, auct, bch, ccp, netbay, siri) 03.03.20
ADVANC launches commercial 5G on mobile phone, the 1st in Asean, offers 5G roaming in Switzerland and UAE. Upbeat outlook from strong data traffic as demand for work from home, allots Bt15b capex to expand network. Comment: I’m hearing the same questions today about 5G as I heard about 3G and 4G. “Whats the point […]
Read More →Stocks in the news (bdms, bgc, eastw, jasif, netbay, seafco, sisb) 26.08.19
BDMS anticipates solid 3Q from seasonal, higher contribution of specialty clinics, re-price room rates, absence of major investment, additional capacity from 172 beds Bangkok International Hospital (BIH) cod in Jul, newly launched Movenpick BDMS Wellness Resort cod 200 rooms in Jun, additional 293 rooms to open in Sept. Comment: I am curious to see how […]
Read More →Stocks in the news (ap, dif, ggc, nyt, netbay, port, tse, zen) 11.06.19
AP’s 5M19 presales reaches Bt17.5b, mulls 1 new condo projects in June, sets Bt600m for 3 service innovations including home maintenance and security to improve customer satisfaction. DIF to buy Bt15.8b new assets from TRUE by August 19, boosting yield to >7% in 2021. GGC maintain shutdown methyl ester & fatty acid plants from June […]
Read More →Stocks in the news (bgrim, fsmart, jwd, ktc, mega, netbay, nyt, ssi, tmb) 30.03.18
BGRIM BGRIM to expand alternative energy business in ASEAN. A solar farm project in Vietnam with 100 MW will be clear within 2Q18. (Thun Hoon, 30/3/18) Comment: The entire renewable/alternative energy space has been rocked by the comments from the Energy Minister. FSMART FSMART said banks’ cancellation of fees on digital transactions will not affect […]
Read More →Management Trades 12/06 – 16/06
Notable Transactions Buy(s) THB 84.6 mn S&P – Looks like the owners bought a block off the market Sell(s) THB 408 mn NETBAY – A huge sale by the founder, that’s 9% of outstanding shares PJW – Looks like the Vice Chairman wasn’t going to wait for the supposed expansion and new customers that management […]
Read More →Stocks in the news (beauty, bem, big, cpf, delta, demco, ea, forth, fsmart, global, ihl, k, mtls, netbay, pk, prin, sgp, spa, sprc, tacc, akuni, tm, tse, ttw, wiik) 15.05.17
BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]
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