Lots of transactions happened last month!

Notable Transactions

Buy(s) – THB 4.4 bn

• BGH – Massive purchases by the key players of BGH, THB 400 mn worth
• BLAND – K. Anant back in the fold
• BTS – K. Keree buy’s back a massive amount, THB 2.3bn, of shares in BTS
• EPCO – Chairman purchases some THB 25 mn
• GFM – As we’ve written during the month, this is most likely a switch of ownership between families
• IVL – Heinecke has been buying shares in IVL since it was in its 40s
• MAJOR – K. Vicha buying shares for the first time in years
• NMG – Management must believe in their digital tv move
• PLE – Owner betting on the thb 2.2 trn infrastructure spending
• POST – Interesting off the books trade
• PPP – The Chairman buys @ THB 45.8mn
• RS – A director purchases THB 20 mn
• SAM – The MD buys a huge amount THb 131 mn worth of shares, quite odd given the co is in the steel industry
• SIRI – Ouch painful buy by this director, we haven’t liked siri for a long time
• TRC – They just announced the recent contract awarded by PTT
• VTE – No comment
• WAT – This appears to be a property company, no idea what the story here is

Sell(s) – THB 1.2 bn

• CHG – This hospital group ipo’ed a few months ago and interestingly its stock price has remained stable despite all the market turmoil
• DCC – DCC’s growth is linked to upcountry growth so to see a director sell THb 70 mn worth of shares isn’t a positive
• GFM – see above
• IFEC – Well K. Narong’s stock price has run up way ahead of its fundamentals, no surprise here.
• KTECH – Must be an off the books transaction, as this defunct company is still in the non-performing group
• PTG – A stupidly expensive retail oil pump
• SIM – The president sells shares
• TRC – Quite odd given the above
• VTE – See above