Notable Transactions Buy(s) THB 195 mn BDMS – And he’s still at it! SYNTEC – The family/board members have been continuously buying shares here for the past few years Sell(s) THB 189 mn BA – A first major sell from BA TICON – Perhaps linked to the deal with Charoen? KOOL – A recent high […]
Read More →AOT AOT plans to open bidding for an APM system with a project value of Bt2.89bn, offer date on Nov 28 and results announced on Dec 20, 2016. ( Kao Hoon, 06/10/16) BANPU POWER BANPU POWER targets raising up to Bt13.6bn from its initial public offering (IPO) later this month. (The Nation, 06/10/16) BDMS BDMS […]
Read More →Notable Transactions Buy(s) THB 866 mn BDMS – After that announcement of buying the Nai Lert Park land the founder bought a whopping THB 786 mn worth of shares SYNTEC – This company has seen a lot of management buying over the past 12-24 months Sell(s) THB 99.7 mn BTW – Just met them this morning, […]
Read More →ABC ABC plans to associate with Tencent Group and Ksher to launch WeChat Pay in 4Q16. It expects this to bring in more Chinese tourists. It targets 5,000 stores to join this service within 2017. It expects this to increase financial transactions by 10%. (Khao Hoon, 30/09/16) Comment: I think that i’m going to run […]
Read More →A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →Notable Transactions Buy(s) THB 86.6 mn CK – And the owner is back to buying shares BLAND – K. Anant has never sold any shares for as long as I can remember BDMS – A director buys more shares Sell(s) THB 1.1 bn BKD – The MD sells some 10% of total listed shares, to […]
Read More →Notable Transactions Buy(s) THB 285 mn BDMS – And he’s still continually buying shares AJ – For a moment I was quite curious what’s going on until I see its a shareswap Sell(s) THB 186 MN AJ – See above IHL – Second big sale here MAJOR – A first I think, I haven’t seen K. […]
Read More →Notable transactions Buy(s) THB 606 mn BDMS – Massive buying again! COL – Now this interesting, I’ve always wondered when or how this company will be able to be successful. Would Central Group shove its Lazada purchase into COL? PLANB – Their 1Q #’s were awful hence the ~20% drop in share price, but the […]
Read More →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 […]
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