Management Trades 13/03 – 17/03
Notable Transactions
Finally there’s been a fair amount of movement on both the buys and sells
Buy(s) THB 138 mn
- GLOBAL – This director seems to believe rather strongly in the company at this price.
Sell(s) THB 201 mn
- PACE – What’s going on here?
- SAMART – Looks like SIM and the continued delay of Cambodia is going not making this owner fill confident
- OCEAN – The Vice Chairman has unloaded a rather substantial
Jordan
Samart.. Turnaround stock of the year? I do hope so.
Xavi
I’m betting on Samtel as it doesn’t have exposure to SIM..
Pon
I’d agree with Xavi. Samart is just an expensive way to play samtel which should be the only growing company within samart’s group this year.
Xavi
Actually, I think 3 of the 4 Samart Co’s will all grow this year, but I also think the SIM drag will far outweigh the combined growth of OTO, Samtel and UTRANS.
The best time to get into SAmart in my opinion is when we start to see clear evidence that SIM has stemmed the bleeding.