AWC will reopen its Pantip Pratunam IT Centre, which will be rebranded as AEC Food Wholesale Pratunam in June this year. Comment: End of an era, that’s where we used to buy conterfeit pc games, movies, and computer parts to build out our own pc’s back in the late 90s to early 2000s HMPRO upbeat […]
Read More →Notable Transactions Buy(s) THB 724 mn Sell(s) THB 474 mn
Read More →BCPG’s board approved US$ 115m investment in 150.98mw combined cycle gas power plants in Ohio, US. JMART said its 9.2% strategic stake in BKD is to create synergy, as its group has >10K units of pre-owned houses and needs BKD’s expertise to renovate, before selling them. Comment: And they’re still going around the country building […]
Read More →Notable TransactionsBuy(s) THB 411 mn Sell(s) THB 1.5 bn
Read More →BAY is also to report today, Bt8.207b 4Q22, and Bt29.84b FY22 consensus. Comment: Perhaps the best managed bank in the country over the past few years. COM7 mulls expanding house brand products portfolio from <10% of mobile accessories sales to >25% in FY23 to boost margin, utilize existing shelf spaces. Comment: so they’re going to […]
Read More →JMART to reveal JV partner for new business next week, keeps 50% revenue growth target next year, firms on Bt500b group market cap target in 2024. Comment: Well…they said on the call yesterday that they will announce a new JV that will make people surprised, in a positive way? Group target mkt cap is implied […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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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