Management Trades 30/03 – 03/04
Buy(s) THB 71 mn Sell(s) THB 162 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Tag: bdms
Stocks in the news (bbl, bdms, ptt, or, toa) 02.04.26
📊 BBL Company Background Bangkok Bank Public Company Limited is one of Thailand’s largest commercial banks, providing a comprehensive range of financial services including corporate, investment, and retail banking. It maintains a strong regional presence across Southeast Asia, catering to a diverse client base ranging from large multinationals to individual savers. Market Cap (THB): 315.91B […]
Read More →Management Trades 09/03 – 14/03
Notable Transactions Buy(s) THB 2.2 bn Sell(s) THB 0.3 bn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Weekly Management Trades 12/01 – 16/01
Notable Transactions Buy(s) THB 332 mn Sell(s) THB 9 mn If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →Stocks in the news (aeonts, bdms, bem, bts, bgrim, kgen, scb) 11.12.25
AEONTS is expected to be major beneficiary from BOT extended the reduced min credit card pmt rate of 8% till eo-FY26 from original deadline of Dec 31,2025 as majority of AEONTS customers are low income earners, BOT measures wud help prevent vulnerable debtors become NPL. Comment: Jesus….consumers are broke… BDMS upbeats 4Q erngs from improved […]
Read More →Stocks in the news (atlas, bgrim, ea, thai, pttep, siri, bdms) 20.10.25
ATLAS: LPG business, a subsidiary of PTG, Atlas Energy, debuts IPO 418.42m shares at Bt3 apiece. Comment: A good first pump, better for the parent. BGRIM: To expand into S. Korea by closing a deal to increase its stake in Nakwol 1 to 49% (acquired 20.8% stake) and boosting its 365MW offshore wind portfolio. (Kaohoon) […]
Read More →Stocks in the news (asap, bbl, ktb, thai, bdms, stecon) 18.06.25
ASAP expects car rental demand to accelerate from July on the back of new domestic travel stimulus. Its Changan EV dealership business is gaining traction, with Deepal S05 deliveries beginning this month. Comment: Well….or are fears about the Neta going under dampening consumer sentiment on the Chinese brands? (exclu BYD perhaps?) BBL and KTB are […]
Read More →Management Trades 02/06 – 06/06
Notable Transactions Buy(s) THB 38 mn Sell(s) THB 0.4 nm
Read More →Stocks in the news (bdms, bjc, centel, moshi, ner) 19.05.25
BDMS sees this year growth at 3X the GDP, on growth in both Thai and foreign patients, and 2 new hospitals, Bowin and Chiangmai (expansion), by end of year. In collab with 7 insurances to launch BDMS preventive vaccines to create sustainable immunity. Comment: BDMS is a becoming a vaccine pill pushing entity – margins […]
Read More →Management Trades 07/04 – 11/04
Notable Transactions Buy(s) THB 327 mn Sell(s) THB 120 mn
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