Management Trades 01/09 – 12/09
Side note: I’ve noticed some new equities, STX and STARM. I wonder what these are..RTO’s? Notable Transactions Buy(s) THB 220 mn Sell(s) THB 3 bn
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ThaiCapitalist research
Stocks in the news (ktb, malee, pttgc, rabbit, top) 12.09.25
KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers’ data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon. Comment: Voila….if PT wasn’t so stuck up about branding, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small fortune […]
Read More →Stocks in the news (ama, ap, human, ivl, jmart, jmt, wice) 11.09.25
AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →Stocks in the news (ace, bch, gulf, tfg) 10.09.25
ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]
Read More →Stocks in the news (com7, toa, vranda) 09.09.25
COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr. Comment: After a decade..it still amuses me how simple it is to just trade […]
Read More →Stocks in the news (gpsc, gulf) 08.09.25
GPSC: acquires additional stake in Ratchburi Power (RPCL), an independent power producer with an installed capacity of 1,400mw from Toyota Tsusho Corp and Chubu Electric Power, company will indirectly hold 40.625% stake post transaction. GULF: CEO, Sarath Ratanavadi, sold 62m shares (0.41%) at Bt47 each to JPM Structured Products B.V., his group still hold 59.96% […]
Read More →Stocks in the news (ace, aura, bem, tacc, thai) 04.09.25
ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy. AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 […]
Read More →Stocks in the news (erw, pttep, tasco, tkc, thcom) 03.09.25
ERW reported liquidation of subsidiary, Erawan Philippines, in which it indirectly holds 100% of shrs thru Hop Inn Hotel Philippines, no impact on oper of the co., and other subsidiaries as the subsidiary has not conducting any oper. PTTEP completed acquisition of 34% stake in E&E Algeria Touat B.V., which oper onshore basin gas field […]
Read More →Stocks in the news (ba, bts, ckp, singer, sisb, super, xo) 02.09.25
BA begins construction of Trat airport u/g, extending runway to 2.1km, building a new terminal to handle B-737 & A320 rather than just turboprops, enable airport to cope with larger traffic and int’l flights, t/g completion by mid-FY26. BTS mulls bringing back trip pkgs following delayed of Govt back Bt20 flat fare campaign, expects ridership […]
Read More →Stocks in the news (auct, bcp, centel, mc, pttgc) 01.09.25
AUCT launches vehicle inspection service biz at Rangsit branch capacity 50 vehicles/day, seeks to branch out from auto auction to new biz, will open 2nd branch at HQ by eoy. Comment: Interesting, it’s still “value addedâ€, limited investment cost etc, and given their relationships with the banks and the tents, could they not become the […]
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