AJD AJD expects set-top box sales of more than 2mn and expects the coupon will be issued in September. It says AJ is a market leader with a gain market share of 50%. It expects revenue to triple from Bt1.65bn in 2013. (Khao Hoon, 24/06/14) Comment: Yes, IF the coupon deal materialises, its still a […]
Read More →BGH Issuing bonds — BGH will issue unspecified currency convertible bond worth no more than Bt10bn with a tenure of ~5 years. The company will use the cash to fund investments. (SET, 19/06/14) Comment: Why?! They are net cash, why would the company bother to do this, wouldn’t a normal bank loan be cheaper? Nuts […]
Read More →ITD/CK/STEC/UNIQ Bidding in e-auction for SRT work — The four lead contractors, ITD, CK, STEC and UNIQ, will move ahead to bid in the e-auction for the dual track railway line Chachoengsao-Klongsipgao after the SRT confirmed that the Tipakorn and China Harbor partnership is legal. The price is expected to be set June 23. (Khao […]
Read More →Notable Transactions Buy(s) THB 157 mn NKI – The family buys THB 47 mn, this along with BKI shares being bought by its owner, is the insurance industry picking up? SIRI – The COO buys nearly THB 60 mn, is the SIRI trade back? Sell(s) THB 126 mn ITD – Owners selling another THB 67 […]
Read More →Notable Transactions Buy(s) THB 127 mn CM – This is an odd purchase as we mentioned earlier only b/c the company doesn’t appear to be doing anything interesting RS – Are the two main shareholders fighting each other to accumulate more shares? Sell(s) THB 326 mn ITD – Nearly THB 300 mn sold by the […]
Read More →AOT Airport departure tax hike stalled — A bid by Airports of Thailand (AoT) to increase airport departure taxes has been stalled by the political conflict but counter check-in fees will go up anyway, by five baht. Department of Civil Aviation chief Woradej Harnprasert said it was unlikely the planned departure tax increase would be […]
Read More →Notable Transactions Buy(s) CM – A large share purchase by a director, not too sure what the story here could be. Sells(s) ITD – Again a big sell by management SRICHA – This construction company stock has been doing very well over the past few quarters, so does the MD not see any further upside?
Read More →Notable Transactions Buy(s) THB 7.7 mn n/a Sell(s) THB 156 mn ITD – A total of THB 145 mn sold off by management owners, interestingly NWR and SRICHA (both construction related firms) also had management sells
Read More →As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →Notable Transactions Buy(s) THB 366 mn AP – A director buys THB 68.7 mn worth of shares IFEC – The changing of ownership continues EARTH – A block buy by the owner, there have been quite a few block transactions (both buys and sells) here, no idea what’s going on, although EARTH has now traded […]
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