April Management Trades
Notable Transactions Buy(s) – THB 1.19bn AH, BGH, BLAND, EPCO, GFM, IHL, MAX, NMG, PAE, PM, POST, PS, TFD, TTA Sell(s) – THB 1.22bn BGH, GFM, IRCP, METRO, NIPPON, PS, ROCK, SAMTEL, TTA
Read More →Tag: AH
Management Trades – March Summary
Sells > Buys; 5.6 bn vs 1.3bn Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA Note: All mentioned tickers have values of THB 20 mn in transactions […]
Read More →Management Trades 01.04.13 – 05.04.13
Notable Transactions Buy(s) AH – Founder continues to buy up more shares, this time THB 43 mn BGH – Same story THB 200 is coming GFM – Now this interesting a THB 70 mn purchase buy two directors, must’ve been off market as there usually is barely any liquidity here. POST – Major shareholder and […]
Read More →Management Trades 25.03.13 – 29.03.13
Notable Transactions Buy(s): AH – More buying by the founder post their JV announcement JUTHA – Just like TTA and PSL this stock is trading stupidly cheap, no surprise to the MD buy THB 30 mn shares, however I am curious about the sudden spike in the stock price since his purchase… TTA – TTA has […]
Read More →Stocks in the news (ah, becl, hemraj, mcot, qh, true) 01.04.13
AH Aapico enters parts venture — Sumino Kogyo Co, the Japanese supplier of Mazda Corporation, will enter a Bt600mn joint venture with AH to make precision-press welding parts in Thailand. The JV will set up a factory in Chonburi’s Amata Nakorn Industrial Estate, with full operations nearly next year. Sumino will hold 51% and AH […]
Read More →Management Trades (25.03.13-29.03.13)
Notable Transactions Buy(s) AH – The owner has been buying up his shares all of this year . Ticon – Lots of buying happening here , are REIT’s the reason for this? Does beg the question as to why management and founders weren’t buying their own shares when the stock was low mid-teen’s. Tpipl – […]
Read More →Management Trades – Jan ’13
Notable Transactions Buy(s) – THB 639 mn AH – The owner has been buying the whole month BANPU – We still don’t like Banpu @ this value..still think its worth 20-30% less BGH – Odd transaction with both parties on buy/sell BLAND – K. Ananttttttttttttttttttttttttttt! PF – Owner and management buy big stakes and have […]
Read More →Management Trades 21.01.13 to 25.01.13
Notable transactions Buy(s): AH – Lagger in the auto sector BLAND – K. Ananttttttttttttttttttttttttt! Sell(s): BTS – Warrant’s sold off by the owner, we still think the stock has legs to run though. Ticon – Ticon’s stock price rallied up a fair bit last week on the back of news that 2012 would be its […]
Read More →Management Trades 14.01.13 to 18.01.13
Notable Transactions: Buy(s): THB 100 mn AH – The Chairman/CEO decides to acquire some shares, AH has been a massive underperformer versus SAT, this was as a result from the past issues with it bought KPN Auto back in 07/08 BANPU – Major shareholder decides to accumulate more shares BGH – This stock price continues […]
Read More →Thailand’s auto sales climb 233% YoY in October
Slightly skewed data given that this time last year the floods were all over Thailand and coming towards BKK but still, sales up 233% up to 142,839 units, the details are as follows: Passenger cars accounted for 72,211 units, up 263.7 per cent Commercial vehicles which include 1-tonne pickups stood at 70,628 units or up […]
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