Notable transactions Buy(s) THB 303mn EARTH – Rather odd trading activities yet again by this company. BDMS- Perhaps he has nothing else to do with his funds other than constantly repurchasing shares in BDMS and BA – then again isn’t this a +ve? Sell(s) THB 542 AMATA – Quite the huge block sale by the […]
Read More →Notable Transactions Buy(s) THB 101 mn BGH – Is he tired from buying BA? This purchase doesn’t quite make sense unless he sees something positive happening down the road. Sell(s) THB 66.8 mn IHL – The chairman/MD sells ~2% of total shares in this autoparts manufacturer, we wonder aloud who bought it?
Read More →Total Buy(s) THB 1 bn Total Sell(s) THB 5.3 bn Note: These transactions shown are the data points above THB 20 mn
Read More →Notable Transactions Buy(s) THB 169 mn SYNTEC – Management continues to buy stake in this construction co, the stockprice is not a dreamers level based upon the infrastructure spending, but seems fairly valued based upon the current projects that it has on hand Sell(s) THB 187 mn BGH – The owner sells off a rather […]
Read More →AP AP to launch new projects with confidence in the recovery of consumer purchasing power. The company plans to launch 24 new projects worth Bt40bn, focusing on condominium projects along mass transit lines. (Post Today, 10/02/15) Comment: ANAN has started to take market share away from AP in terms of projects around the Mass transit […]
Read More →AGE AGE will issue Bt1bn worth of debentures sometime in 1Q15. It plans to use the proceeds to invest in 10 biomass power plant projects with a total capacity of 100MW. It also set a revenue target of Bt9bn for 2015, up from the expected Bt7bn in 2014. (Kao Hoon, 06/01/15) Comment: This a positive […]
Read More →BEAUTY BEAUTY reported 3Q14 net profit of Bt81.3mn, +68.4% YoY. The company is preparing to launch a new marketing campaign in 4Q14 to stimulate sales and is confident that revenue will grow 30% YoY in 2014 with widen net profit margin to at least 20%. (Kao Hoon, 13/11/14) Comment: One of the few companies to […]
Read More →Notable Transactions Buy(s) THB 2.3 bn DCC, TH, PJW, SAM, SAMART, TICON, TNH, SYNTEC, RS, IEC, BBL Sell(s) THB 1.17 bn TFD, PJW, PRINC, ACAP, NH, BGH, OCEAN, IEC Note: Image displays transactions that are above THB 20 mn only.
Read More →Notable Transactions Buy(s) THB 848 mn Sell(s) THB 3.8 bn
Read More →Notable Transactions Buy(s) THB 119mn IFEC – So this funny renewable energy company is actually worth something in the eyes of this Director RS – K. Surachai has been buying shares in RS non stop for the past 2 years SAM – The MD buys a relatively large stake (mkt cap is thb 2bn) in […]
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