Management Trades 08/06 – 12/06
Notable Transactions Buy(s) THB 100 mn ECL – A switch between family members Sell(s) THB 144 mn BLA – A director decides to dump some shares. ECL – See above
Read More →Month: June 2020
WHTW Top 10: 08/06 – 12/06
SEC mulls alternative bond funding : Agency seeks tax perks for fund. The Securities and Exchange Commission (SEC) has floated an idea to set up a fund to help issuers of non-investment-grade corporate bonds in the pandemic era. Bangkok Post Japanese firms ask for traveller quota : Japanese investors and companies are requesting the Thai […]
Read More →Stocks in the news (aav, bcp, bts, ktb, inet, mc, pttep, rbf, sawad, tacc, thai) 12.06.20
AAV will ask regulators to change the rule requiring airlines to keep middle seats open, aiming to increase capacity ahead of the government’s domestic tourism promotion next month. Comment: I’m flying tonight and rather happy that I didn’t have to pay to book a seat. Now, the average price of an Air Asia ticket has […]
Read More →Stocks in the news (ap, awc, egco, kbank, kkp, tisco, top, singer, sisb, synex, vibha) 11.06.20
AP to transfer 11 JV condo projects under LIFE Asoke-Rama-9 in August, after 95% sold. Comment: This will be interesting to watch. AWC: GIC cuts holding by 0.187% to 4.8684% of total outstanding on Monday (June 8), SEC filing. EGCO sees no impact on power gen from C19, 640mw offshore windfarm in Taiwan (25% holding) […]
Read More →Stocks in the news (ivl, mcot, oto, spali, vgi) 10.06.20
IVL to buy 9,000 ton p.a. PET recycling plant in Brazil. Comment: Cookie munster returns! MCOT mulls lawsuit against NBTC if it fails to reach a resolution on the amount of compensation it would give for the 2600MHz spectrum recall. Comment: One government group suing another one. Amusing. OTO anticipates meaningful turnaround this year from […]
Read More →Stocks in the news (ba, bts, vgi, epg, kce, pr9, scb, spvi, tvd, tu, whart) 09.06.20
BA seeks to expand codeshare partnership with partner in Asia to expand international routes at lower costs, expects to resume CLMV flights from October. Comment: I’m flying overseas next month. This virus crap is finished. BTS & VGI associate co., Kerry Express (TH), expand same day parcel delivery service for BKK and vicinity, add discount […]
Read More →Market Update 08/06
Banks woke up last week, have my doubts on this continuing unless the BoT suddenly swamps them with unlimited capital + cheap financing that they can relend out and make a spread upon. Industrials – effectively oil & petrochem’s still the place to be….until the saudi’s/russians/americans decide to increase supply…which probably will not happen until […]
Read More →FTSE SET Changes
Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →Stocks in the news (amata, amatav, bgrim, crc, jas, makro, sawad, sta, trc, trubb) 08.06.20
AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]
Read More →Management Trades 01/06 – 05/06
Notable Transactions Buy(s) THB 277.7 mn DCC – A director bought a bucketload of shares JMART – The father and in this case, son, have been accumulating a lot of shares. PRINC – This is a hospital play, the MD buys up shares. SITHAI – The Chairman gobbles up shares. Sell(s) THB 73 mn PJW […]
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