Management Trades 13/01 – 17/01
Notable Transactions Buy(s) THB 22 mn N/A Sell(s) THB 73.9 mn SKY – Another sale by a shareholder/director
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (bch, dtac, kerry, lpn, nwr, ocean, ptt, pttor, shr, ttcl) 17.01.20
BCH expects recent change to SSO payment scheme to boost revenue by 7-10%, confident of keeping #1 spot for SSO patient scheme with 880K members. Comment: It was a major risk for a short time, but now with this settled, these government reliant hospitals DTAC CEO, Alexandra Reich, resigns, effective February 1, Telenor Myanmar chief, […]
Read More →Stocks in the news (bbl, lh, ori, scb, stec, tacc, vgi) 16.01.20
BBL sets 3-5% loan growth target this year, keeps NPLs below 3%, yet expects overall NPLs to continue to rise this year as the downbeat outlook for local and global economy persists, compounded by potential drought and THB’s strength. Comment: No growth in Thailand. Indonesia is the place to be. LH admits FY19 revenue to […]
Read More →Stocks in the news (advanc, ap, bdms, ccp, ktb, planb, ratch, rs, tcmc, tse, wha) 15.01.20
ADVANC was the 5th to acquire 5G bidding docs, while Cabinet gives greenlight for National Telecom (NT) to participate in the bidding. Comment: I want to see a JAS part 2. AP launches Bt4.7b luxury condo the Rhythm Charoenkrung Pavilion in JV with Japanese partner, plans 4 new condo projects worth Bt12b. Comment: The real […]
Read More →Stocks in the news (aot, awc, bbl, bec, demco, ekh, gpi, stec) 14.01.20
AOT to sell 2nd round of TOR for duty free pick-up counter at DMK airport on Jan 20 as only 1 bidder participated 1st round. AWC holds press conference for new business cooperation at InterContinental Hotels Group. Comment: Still an overpriced behemoth. BBL seeks shareholder approval for Permata acquisitions upcoming AGM in February, expects transaction […]
Read More →Stocks in the news (aav, bdms, bgrim, ci, cpn, gulf, smt, vgi) 13.01.20
AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them. Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing. […]
Read More →Management Trades: 06/01 – 10/01
Notable Transactions Buy(s) THB 61.8 mn N/A Sell(s) THB 61.1 mn BDMS – Family members continue to sell
Read More →Stocks in the news (ap, bam, bem, gunkul, ihl, jkn, susco, spali, svoa, super, utp) 07.01.20
AP: K-ASSET raised holding by 0.1212% to 5.1039% of total o/s, SEC filing. Comment: I find it interesting that now the news is reporting what the institutions are doing, are we going to see a situation in Thailand similar to the US that institutions become major shareholders as family’s reduce their holdings. Plus these announcements […]
Read More →Stocks in the news (aot, bgrim, cpf, robins, sawad, tpch, true) 06.01.20
AOT installs thermoscan across operating airports in the light of a respiratory illness outbreak in the Chinese region. Comment: Looks like a trade opp BGRIM to wrap up 7 SPP deals with 980MW capacity within 1Q20 to capitalize on strong THB. Comment: And this my new cookie munster! CPF sees solid 1Q from strong swine […]
Read More →Management Trades 23/12 – 03/01
Notable Transactions Buy(s) THB 29 mn N/A Sell(s) THB 100 mn MC – This is a rarity, she’s historically been a buyer except for the one time the family put a block to some funds just after the IPO. I wonder who the buyers are this.
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