Management Trades 20/03 – 24/03
Notable Transactions Buy(s) THB 265 mn Sell(s) THB 159mn
Read More →Tag: as
Management Trades 12/12 – 30/12
Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →Stocks in the news (as, egco, fsmart, global, mint, tu) 16.08.22
AS’s 2 major holders sell 73.72m shares (15.7% of total outstanding) and up to 33.83m units of AS-W2 to SABUY, expects synergy from digital ecosystem, blockchain and e-payment service while SABUY can access new clients from AS’s 100m mobile gamers account. Comment: It’s very interesting watching SABUY work. I think this has been a great […]
Read More →Stocks in the news (advanc, as, com7, global, singer, toa) 13.05.22
ADVANC sees 2H turnaround from larger revenue from roaming service on recovery demand for travel, sees positive momentum in upmarket & corporate solutions, maintaining 4-6% FY22 revenue growth target. Comment: No one (except for this one incredible lady who is reading this) comments on the fact that ARPU’s for 5g are rubbish. AS will launch […]
Read More →Stocks in the news (alt, as, bpp, gulf, inox, nrf, ori, scb, scbx, smpc, xo) 01.02.22
ALT upbeats FY22 outlook from improved revenue mixed after branching out from telco network installation to EPC solar rooftop, sees popularity increase among industrial & SME clients from private PPA platform without capital requirement, target 50 projects install this year, mulls tapping in factory clients and government agencies. AS reaffirms solid 4Q21 from full quarter […]
Read More →Stocks in the news (as, ba, bcpg, dtac, human, jmart, bts, qh, sky, super, tu, rbf, utp) 31.01.22
AS: local fund, BBLAM, raised holding by 0.4382% to 5.0033% of total outstanding on January 27. Comment: It’s a bit late to be adding no? But I’ve been totally wrong on AS over the past 2 years, why? I remember all my meetings with them from 2010-2020 and didn’t think management would be able to […]
Read More →Stocks in the news (as, gunkul, htech, ori, rs, tqr) 29.11.21
AS mulls introducing 5-6 new games next year, sets 15-20% revenue growth target, while exploring expansions in Vietnam and Indonesia, firms on 15-20% revenue growth this year, with 30% growth in game mobile. Comment: Let’s see about this…. GUNKUL sets 20% revenue growth target next year to Bt10b, target winning 7-10% of Bt50b EPC works […]
Read More →Stocks in the news (advanc, as, bgc, jp, nex, planb, sccc, tipco, utp) 02.11.21
ADVANC reported 3Q net profit @ Bt6.37b, -2% yoy vs Bt6.54b consensus, subscribers rose to 43.7m, BB topped 1.6m subscribers, ARPU slightly drop from competitive air time package, will start digital lending venture with SCB (AISCB) 1Q22. AS will launch 3 mobile games before end of year, developing virtual reality (VR) games to capture growing […]
Read More →Stocks in the news (as, ilink, itel, nok, siri, sis, stgt, takuni, toa) 25.08.21
AS launches new game, Real Yulgang mobile, in TH & Cabal M in Philippines, eyes 15-20% revenue growth target. ILINK sees solid 3Q on seasonal for cable and fiber optic with additional new clients, keeps Bt6b revenue target this year. Comment: Basically all the projects that were supposed to have won 3-4 years ago are […]
Read More →Management Trades 28/06 – 02/07
Note: There are several “strange” companies with relatively large transactions occurring below. Notable Transactions Buy(s) THB 231 mn NMG SPALI – The family buy’s shares, its probably one of the few property companies that is continuing to perform well. Sell(s) THB 1.5 bn JWD – The COM7 owner bought into JWD, he’s been on quite […]
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