Notable Transactions Buy(s) THB 548 mn SABUY – A massive purchase by the founder. Similar to many others, he sold the free warrants and bought the shares. JMT – Founder buys and buys JMART – Founder’s son buys and buys MAJOR – Ohhhhhh, Vichai is back into buying shares in his own co? That’s a […]

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Notable Transactions Buy(s) – THB 267mn JMART/JMT – Slight mess up in the calculations (hence the high avg price), father & son bought 1 mn shares in JMART, father bought over THB 100 mn in JMT LALIN – Co-Chairman buys a decent chunk. Sell(s) THB 129 mn FSMART – This board member sells 2 of […]

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CRC launched health supplements store, TopVita, target health conscious consumers, aims to expand coverage from grocery, F&B, fashion & hardline retailers to healthcare segment, target 150 outlets by FY24. Comment: They are cementing their role as the retail juggernaut. If you see the figures of HL you’ll understand why, and go to the Ministry of […]

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Notable Transactions Buy(s) THB 152 mn JMART – Founder keeps buying, if you do the numbers on how much he’s bought back in the past 12 months, it’s astounding. SPALI – The husband & wife team continue buying and buying. Sell(s) THB 577 mn TAKUNI – Family members dump shares (16%) to … another family […]

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Notable transactions Buy(s) THB 235 mn SEAFCO – Family members of SEAFCO’s founder buying shares from?? Total volume is close to 5% of outstanding shares. JMART – Founder keeps buying, wonder what he has in store for next year… LALIN – Family member buys BANPU – Rather large purchase of the warrant. Sell(s) THB 167 […]

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BPP upbeats 3Q earnings from additional capacity from Chu Ngoc solar & Nhon Hai solar projects in VN total 50mw, higher electricity & steam sales from 3 combined heat & power (CHP) in China, in process of due diligence on 2-3 pp M&A in the US combined capacity 2k mw, maintaining 5.3k mw target by […]

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Note: Earnings season overrrrr and transactions are back in size Notable Transactions Buy(s) THB 408 mn NCL – The MD just bought out the CEO, ~11% of total shares. BANPU – He bought the warrant and sold the company shares. JMART – And the founder is still buying, another THB 36 mn Sell(s) THB 406 […]

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BKI said long Covid may have an ongoing cost impact on the Thai insurance industry as it could increase the value of claims. Comment: With less competition there comes higher prices BGRIM CODed 140mw BGRIM Laem Chabang 1 (BPLC1R) pp, 30mw power sells to authority (EGAT) under 25yrs PPA, remained capacity & steam sell to […]

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AOT: Israel carrier, El Al, requests Saudi Arabia authority to fly over its airspace to TH to reduce flight time to 8.5 hours from current 11 hours. CCET booked Bt13.1b sales in June, boosting 6M22 to Bt76.7b, +35% yoy, supported by continued demand for electronic devices. Comment: Oh, what slowdown? EGCO: Nam Theun 1 dam […]

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Notable Transactions Buy(s) THB 44 mn N/a Sell(s) THB 998 mn JMART & GUNKUL – In reality this is a share swap between the two owners. So now they’re both fully vested in one another performing well.

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