BAY Targets SME loan growth 2-3x GDP — BAY targets SME loan growth in 2014 of two-three times GDP growth, which is expected at 4%. It plans to expand its customer base to include more Japanese with a greater focus on trading business. NPLs are expected to be below 1%. Mr. Nariaki Koto has been […]
Read More →Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]
Read More →Notable Transactions Buy(s) THB 164 mn BGH – The Director and one of the major shareholders buys a huge amount @ THB 116 mn Sell(s) THB 143 mn BLA – K. Chai has been selling BLA constantly at these levels CHG – Again more directors selling GC – Former director resigns and sells THB 41 […]
Read More →Notable Transactions Buy(s) THB 1.15 bn GFM – Change in ownership between family members MINT – Heinicke buying more shares worth THB 30mn NMG – This director obviously has a lot of faith in the digital tv business, THB 100 mn worth of shares bought POST – The Chairman buys THB 80mn RS – Director betting on […]
Read More →This came across my desk yesterday. MSCI Thailand (MSCI Global Standard) Add : HMPRO, MINT, INTUCH, TRUE Delete : None MSCI Thailand (MSCI Global Small Cap) Add : ANAN, BMCL, EASTW, EA, GRAMMY, GUNKUL JMART, KTC, MALEE, N-PARK, OFM, OISHI, SAMTEL, SPCG, TFD, THRE, UMI, UV, VGI, WHA Delete : BLA, BTS, VNT Â
Read More →Notable Transactions: Buy(s): THB 77mn GFM – A block sale between family members worth THB 52mn Sell(s): THB 144mn BLA – Family member continues to take profit, this time to the tune of THB 21mn GFM – See above
Read More →Notable Transactions Buy(s) – THB 165mn BGH – Directors buy another thb 30 mn worth of shares, I’m still thinking 200+ BLA – Stock had fallen out of love for the past month, however the underlying business still seems to be growing strongly SIRI – Same story as before…K. Srettha here is merely swapping shares […]
Read More →Notable Transactions Buy(s): SIRI – The President bought these shares from his private investment vehicle, only to eventually sell them @ the same price, first time we’ve seen a sell under his name Sell(s): BLA – Main owners BLAND – K. Ananttttttttttttt sold his warrants SIRI – See Above TPIPL – A director sells off […]
Read More →Notable Transactions Buy(s): BLAND – Hello again K. Anant! CPF – Board Member and Vice President decides to accumulate shares Sell(s): BLA – Multiple sales by management/directors
Read More →Notable Transactions Buy(s): BLA – The Chairman of Bangkok Life Assurance buys THB 20 mn worth of shares BLAND – K. Anant continues to accumulate shares, watch this one closely Sell(s): PJW – A director offloads THB 100 mn baht worth of shares, but post sale the price still goes up 20% hmm. Other: BLS […]
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