Management Trades 24/06 – 28/06
Notable Transactions Buy(s) 72 mn WP – That’s an interesting purchase, changes happening? Sell(s) 190 mn HMPRO – The Chairman keeps dumping his shares.
Read More →Tag: hmpro
Management Trades 17/06 – 21/06
Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale
Read More →Stocks in the news (ama, anan, auct, mtc, cpf, mint, hmpro, zen, au, stec, tasco, toa, bgrim, sf) 13.06.19
AMA sees wider margins from marine transports as oil price dip, will add oil/chemical trucks to expand onshore revenue, firms on 15% revenue growth target. Comment: These shares have been in the news given the price movement this week ANAN expects big jump 2H supported by Bt34.9b backlog and completion of 6 condos projects worth […]
Read More →Management Trades 20/5 – 24/5
Notable Transactions Buy(s) THB 104 mn UREKA – Not sure what the director sees here unless there’s a turnaround on the horizon Sell(s) THB 99 mn HMPRO – That’s another massive sale (THB 82 mn) by the Chairman
Read More →Stocks in the news (beauty, digi, hmpro, m, pylon, sisb, tu) 15.05.19
BEAUTY sees earnings recovery in 2Q and into 2H19, adjusting sales strategy and keeps expanding oversea channels to 15 countries, firms on net profit margin of 25% on 20% revenue growth. Comment: That’s not the case when looking at the performance DIGI name change to B-52 Capital Pcl, ticker change to B52, effective today. Comment: […]
Read More →Stocks in the news (bay, col, hmpro, ptg, pttep, twpc) 11.03.19
BAY sets 5% home loan grwth t/g frm dmnd frm foreigners, boosting outstand loan grwth to 7%, capping NPLs at 2.4-2.6%. COL sets 10% rev grwth t/g frm 5-6% sales grwth at existing B2S stores, sets Bt500-600m capex for 20 new stores, mulls listing of MEB in 2 yrs. Comment: It’s a bit ridiculous that […]
Read More →Management Trades 25/02 – 01/03
Notable Transactions Buy(s) THB 34 mn N/A Sell(s) THB 67 mn HMPRO – The Chairman unloads a fair amount of shares ITD – And Panther man still keeps selling
Read More →Stocks in the news (asian, cpn, ea, mc, hmpro, iii, irpc, gbx, prm, sf) 14.02.19
ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]
Read More →Stocks in the news (aav, asap, banpu, com7, gunkul, hmpro, ssp, tcap, tkn, tsf) 08.01.19
AAV AAV, the country’s largest low-cost airline, ranked eighth of all no-frills carriers in the world with 81% of flights departing or arriving on time, according to the Punctuality League Rankings assessed by AOG Aviation Worldwide. Thai AirAsia’s ranking jumped from 19th last year. (Bangkok Post, 7/1/19) ASAP ASAP is dealing with commercial banks to […]
Read More →Stocks in the news (ap, asefa, atp30, chewa, epg, gulf, hmpro, ktc, rjh, thg, wiik) 17.12.18
AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]
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