Notable Transactions

Buy(s) THB 127 mn

  • AGE – A swap between family members
  • TFG – He’s still buying. And with commodity prices still going up, it makes sense. Their non-listed competition is suffering…
  • SAWAD – The boss lady continues going for it.

Sell(s) THB 154 mn

  • AS – He’s been dumping heavily since the spike post the amazing 2Q20 earnings.
  • AGE – See above

  1. Hey, thanks for the blog, finding the content really interesting!
    Quick question: Where are you getting the Management Trade Disclosures (EN)?

    Also, do you publicly publish the components of your Portfolio?
    I think, I would definately be interested to read that!
    Not enough English Blogs, about Thai Stocks (Especially interested in Value Investing/ Fundamental Analysis).

    Anyway, keep going!

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