Tag: bdms

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Management Trades 15/05-19/05

Notable Transactions Earnings season is over and they’re all back to buying/selling Buy(s) THB 287 mn Sell(s) THB 1 bn

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Stocks in the news (awc, bdms, ci, ilink, jkn, kce, mtc, scc, sithai) 26.01.23

AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]

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Stocks in the news (aja, bdms, bem, bri, hmpro, makro, sc, susco, psl, uac) 11.10.22

AJA said EV bike sales to exceed 3K in 3Q, with price ranging Bt40-100K, mulls revising sale target to 6K for Bt240m and 30% margin, sees big growth in years to come. Comment: Normally I’d say – love the story – but when i see a company like AJA getting into this….I just think…ah no…., […]

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Stocks in the news (aot, bam, bdms, hft, true, dtac) 25.07.22

AOT: British Airways extend direct flights suspension of BKK-Heathrow route from Oct22 till Mar 23; THAI & EVA are 2 carriers offering direct flights service. Comment: # of planes in the air need to ramp up faster for a quicker recovery. Regardless, visitor numbers are going to reach 1 mn this month. BAM: to wrap […]

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Stocks in the news (bdms, bem, biotec, kbank, jmt, pf, sena, stech, ube) 30.06.22

BDMS, who owns 95.76% in SVH, will tender for the remaining 4.24% at Bt480/share and will delist SVH from SET. BEM to hold rate for Blue Line at Bt17-42 until end of year, then raise to Bt17-43, sees no impact. Comment: I have often commented that the MRT in Singapore is cheaper than the subway/skytrains […]

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