Notable Transactions Buy(s) THB 509 mn BDMS – He’s still buying shares, this time another 0.2% worth of shares or THB 432 mn EARTH – The CEO buys back THB 47 mn worth of shares, must’ve been an off the market trade Sell(s) THB 133 mn MACO – A confirmation of the sale to VGI
Read More →Hospital stocks in Thailand are now trading at nosebleed levels with the sector average at ~50x PE, but what I’ve learnt from the past, just because a company has a high PE doesn’t mean you should ignore it if the compounded growth potential is there. Here are some snippets and the link to the rest […]
Read More →Notable Transactions Buy(s) THB 377.2mn BDMS – And he’s still buying! VNG – There’s been a lot of buyback by management here over the past few weeks. 200 MW in bio mass a definitive go? Sell(s) THB 111.4mn MAX – Looks like the attempt to do the reverse takeover has completely failed.
Read More →Notable Transactions Buy(s) – THB 344 mn BDMS – And he’s still buying ! This time another THB 279 mn worth of shares IFEC – Well they seem to trying to turn this into a “buy whatever we can” company Sell(s) – THB 994 mn JWD – Already in the news that this was a […]
Read More →BDMS BDMS sets 2018 revenue target to reach Bt100bn supported by foreign customers. In 2016, It budgets Bt6bn to renovate its hospital and buy medical equipment. (Khao Hoon, 22/04/16) Comment: Given the way that Prasert continues to buyback shares in BDMS he must have a lot of faith in the business’ ability to grow from […]
Read More →Notable Transactions Buy(s) THB 465 mn BDMS – And Prasert is still buying up shares in the market (3 years straight now) and this time another director has joined in on the share purchase ICC – Looks to be a swap between two directors Sell(s) THB 130 mn ICC – See above
Read More →Notable Transactions Buy(s) THB 598 mn BIG – Some THB 160 mn bought by the two founders, a block purchase perhaps? BA – And he continues to buy and buy and buy BROOK – Hmmm BROOK … hmmm SPALI – Typically whenever you see this family buying back their shares in SPALI, implies a very […]
Read More →Notable Transactions Buy(s) THB 441 mn TK – Just looks like a  switch amongst family members, preparing for the inheritance tax perhaps? A lot of these trades have been happening. BDMS – And he’s still buying! Sell(s) THB 746 mn EA – Why would he sell now? TK – See above PSTC – Quite something […]
Read More →And the top 10 wealthiest list is out for the year with Prasert of BDMS and BA still holding the top spot, interesting to see that MK Restaurant group has been able to breach the top 10. Source: Bangkok Post
Read More →Notable Transactions Buy(s) THB 314mn BDMS – And he’s still buying shares WHA – The (ex) husband and wife team continue to buy back shares in WHA, everyone knows that 2016 will be an amazing year for EPS growth but going forward a lot is still up in the air IFEC – First time in […]
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