A5’s 80 units 29 storey hi-end project, Tonson One Residence, under jv Capstone Asset begins transfer in 2Q, expects positive earnings momentum in 2H from Bt4.5b backlog, maintain launch plan total 4 projects worth Bt8b in 2H. Comment: Well…they launched/planned all these projects and deals right before covid…at a time of cheap capital, let’s see […]

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Notable Transactions Buy(s) THB 758 mn GULF – Gobble gobble gobble. A5 – A director bought 3.5% shares from…? JMART – Earnings season is over and the family and founder are back to buying. Sell(s) THB 528 mn CHAYO – Just under 2% of shares sold by the CEO. ALL – Family dumping to ? […]

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Notable Transactions Buy(s) THB 137 mn THG – Dr Boon still going 8alls to the wall with his purchases. Sell(s) THB 211 mn A5 – This director dumped 2% of total shares. RAM – Stock was pumped from 30 to 60 and then boom this “captain”/director sold his stake. KOOL – The MD has reduced […]

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Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]

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Notable Transactions Buy(s) THB 640 mn III – The logistic boys are just going to rock and roll. SPALI – The family still continues to buy back their shares in the market. SAWAD – Her stock has been hammered as the market is worried about slowing growth rates and NPLs, she doesn’t seem to think […]

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