Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
Read More →BBL BBL says its loans grew less than its target of 3% affected by economic slowdown. Credit card spending for the first seven months grew 13-14% from target of 10%. It added 200,000 new credit card members. (Thun Hoon, 20/08/15) Comment: Strange to see BBL finally pushing into the consumer market with its credit cards, […]
Read More →AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]
Read More →AKR AKR is seeing demand recovery. It expects 2Q15 profit to be positive backed by revenue recognition. It expects 3Q15 earnings to mark a record high. It is ready for an upcoming bid for the MEA valued at Bt2bn. It expects 2015 revenue will hit target growth of 10% aided by huge orders for solar […]
Read More →ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]
Read More →BMCL BMCL expects 2016 to be a turnaround year after EXAT approved the merger with BECL, which will support growth. The company is going ahead with the Purple Line (Taopoon-Bangsue) (Thun Hoon, 24/07/15) Comment: The story for BMCL is its merger with BECL. BTS BTS is in talks with U for a joint real estate […]
Read More →Notable Transactions Buy(s) THB 71.6 mn BA – And the owner still continues to buy back his shares in the market Sell(s) THB 404 mn ITD – And the exact opposite of BA, here K. Premchai continues to sell his shares! ACD – The President and major shareholder sells over 10% the co, to who […]
Read More →Notable Transactions Buy(s) THB 451 mn POST – So he’s gone ahead and acquired up to 25% of POST b/c he says he believes in the future and the business today. PF – I still fear a future capital increase by Property Perfect. BA – And he continues to buy more and more shares. Sell(s) […]
Read More →Notable Transactions Buy(s) THB 117 mn BA – And the owner continues to buy more and more shares back in BA Sell(s) THB 2 bn MK – The founding family has sold off its shares in MK to a new group, it’s a deal that has been sitting on Ibankers tables for the past 1.5 […]
Read More →ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]
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