Management Trades 23/06 – 27/06
Notable Transactions
Buy(s) THB 219 mn
- AUCT – Strange transaction a match by the buyers/sellers on the market
- RS – This Sorat fellow has been constantly buying shares in RS for the past few years in order to become more prominent in RS
- TVO – A director buys a substantial stake in TVO, are margins finally going to improve for this commodity player?
Sell(s) THB 608 mn
- AUCT – See above
- BGH – K. Prasert is back again, this time with a big sell of THB 200 mn
- BLA – BLA is trading @ valuations implying constant growth for the next 30 years…ok..i can’t see that far ahead. Yes Buffet says you should own things forever but even this family member doesn’t
- ITD – Taking advantage of a good pop in the stock price (all construction companies bounced post news of the NCPO doing a new infrastructure budget, its still an incredibly expensive contractor, better value to be found elsewhere.
- TICON – He has continued to sell, sell, sell, his shares in Ticon ever since the price hit high teens in 2006
- TWZ – A thb 2 bn mkt cap, with no earnings, and a stock price that just ran up some 40%, no wonder the Chairman sells THB 30 mn worth of shares
