Management Trades 02/05 – 05/05
Notable Transactions Buy(s) THB 45 mn Sell(s) THB 5.7 mn
Read More →Tag: sta
Stocks in the news (bki, bgrim, jmart, next, samtel, sta, stanly) 19.07.22
BKI said long Covid may have an ongoing cost impact on the Thai insurance industry as it could increase the value of claims. Comment: With less competition there comes higher prices BGRIM CODed 140mw BGRIM Laem Chabang 1 (BPLC1R) pp, 30mw power sells to authority (EGAT) under 25yrs PPA, remained capacity & steam sell to […]
Read More →Stocks in the news (bgrim, bh, cpf, inet, j, or, paco, pttep, sta, susco, varo) 29.03.22
BGRIM target to wrap up 2-3 oversea PP deals with 100-200MW capacity by eo-1H, in collaboration with TRUE to develop digital innovation for power business, by focusing on commercial buildings and IEs. Comment: The power monster of the region. BH: BBLAM cuts holding by 0.3141% to 4.1736% of total outstanding on March 24. CPF’s exported […]
Read More →Stocks in the news (anan, ktb, pr9, spali, sta) 14.12.21
ANAN teams up Mitsui Fudosan & Ascott to launch 5 service apartments projects, 1,809 units total Bt12b (Ascott Thong Lo, Ascott Embassy Sathorn, Somerset Rama 9, Somerset Pattaya, Life Sukhumwit 8), aims to boost recurring income from Expat & long stay. Comment: These projects were in the pipeline pre variants. Now if the CEO could […]
Read More →Stocks in the news (banks, bgrim, ind, kbank, nrf, rt, solar, sta, toa, trc) 26.10.21
BBL, BAY, TTB & UOB lodged bid for Citi retail assets in TH; KBANK & SCB drop out, estimated price goes as high as Bt70b, tabloid. BGRIM: in talk M&A domestic & overseas power plants total 500mw, expected to wrap up within 4Q, lifts total capacity above 3,400mw, firms on 15% revenue growth target. Comment: […]
Read More →Stocks in the news (awc, bbl, bch, bki, cpn, dohome, epg, ori, ptt, sta, utp, nok, max) 30.06.21
AWC reports advance booking topped 50% capacity of hotels in Phuket, expects positive OCC carry thru 4Q, eyes M&A to expand portfolio. Comment: Why them? They have scale, the 1 hotel operator/owner is dead (unless they are your favourite boutique). Capital will flow to the big boys. BBL, Sunway, Linklogis will jointly apply for a […]
Read More →SET Constituents Changes
*Effective 1 July SET announced SET50 and SET100 rebalance for 2H21: SET50: Ins : IRPC, KCE, STA, STGT. Outs: AWC, BAM, TOA, VGI. SET100: Ins: AAV, ICHI, NRF, PSL, PTL, SINGER, STGT, SYNEX, TKN. Outs: AWC, BPP, EPG, GFPT, MBK, TOA, TPIPP, TTW, WHAUP. sSET: 34 securities consisting of: Seven Utilities and Power pcl (7UP), […]
Read More →Management Trades 01/03 – 05/03
Notable Transactions Buy(s) THB 714 mn JMART – We were surprised to see this massive buying back by the founder, but also quite happy about it too :p EA – A switch between personal and corporate holdings MPG – Looks like a back door is happening here. BEM – A director buys a share amount […]
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 (crc, gulf, ilink, ner, sta, tfg) 03.09.20
CRC scales back European malls expansion as pandemic dampen purchasing power, mulls investing in IT & online business to align with new normal. Comment: Without tourism from Asia the malls they have in Europe will be quiet….for Thailand ~20% comes from direct tourism spending. GULF to wrap up 3 hydro powerplants deal in Laos with […]
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