Notable Transactions:

Buy(s): THB 381 mn

• BLAND – K. Anantttttt is back in the fold
• GFM – This seems to be a continuation of a shift of ownership between family members
• MAJOR – Quite interesting, it isn’t often to see K. Vichai buy shares in MAJOR and this despite the fact its not trading that cheaply
• MINT – From what I’ve been told, Heinecke does keep a close eye on his own shares.
• NMG – Chairman and Vice Chairman both subscribe to NMG’s new shares

Sell(s): THB 351 mn

• DCC – Hmmm DCC has been a favourite of ours for years, need to understand why a director offload THB 70 mn worth of shares
• GFM – See above
• PTG – We still don’t understand why this retail petrol pump is trading @ 17x, no surprise in seeing a director liquidate THB 100mn