The month of September has proven to be another rubbish month for the markets. Its interesting to see how well the tech sector specifically ADVANC has performed this year despite the fact there is effectively zero growth left in their main business.

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ANAN reports Bt10.915b 1H presales, account for 30% of FY19 target of Bt36b, mulls 8 project in 2H worth Bt27b. Comment: Similar to AP, fantastic presale numbers, if the presale numbers continue on this positive trend then I wouldn’t be surprised to see the sector re-rate towards the end of this year AOT signed contract […]

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Six private operators petition PM Prayut on BMA awarding 30 years concession to TRUE for underground telco cable projects worth Bt20b. Comment: Does anyone else not finding this contract to True to be f@#king scandalous?  Oh yes and all approved whilst there is no government either.  AMATA sees IE land demand surge on foreign production […]

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Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale

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CI sets Bt6.4b capex for 6 projects this year, while Sri Panwa Hainan hotel to open next year. ECF’s unit, ECF-Power, to cod 50mw Minbu solar projects in Myanmar on Jun 27, will book 20% contribution from investment, target cod phase 2-4 combined 220mw by end of-FY21. MG launches new EV, MG ZS EV suv, […]

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CPN plans to open at least 2 new shopping centres in Malaysia and VN as soon as possible after the successful opening here last week of its 1st Malaysian shopping centre, Central i-City, built at a cost of Bt8.5b. Comment: I am curious to see how they will perform in Hanoi, I have my doubts […]

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Notable Transactions Buy(s) THB 121 mn BDMS – Despite the family selling in the past, this director is buying more shares BEM – Boom the family buys shares Sell(s) THB 67 mn WP – That’s quite the sale by the acting CEO THG – A rare sale by the owner!

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Notable Transactions Note: As requested by a follower you’ll see the last closing price, 52 week high/low Buy(s) TC – A swap between the shareholders THG – He just seems to be happy continuously buying back all the shares he put on the market last year JKN – And the founder is buying shares, its off some 25% from where he/she sold shares to the founder of BCH Sell(s) […]

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