Management Trades 30/06 – 04/07
Notable Transactions Buy(s): THB 90 mn Sell(s): THB 11.7 mn
Read More →Tag: KCE
Stocks in the news (aot, cfarm, erw, global, kce, scb, scc) 26.06.25
AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m. Comment: That’s interesting….was King Power an owner of all these units? CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage […]
Read More →Management Trades 09/06 – 13/06
Notable Transactions Buy(s) THB 340 mn Sell(s) THB 584 mn
Read More →Management Trades 23/05 – 30/05
Notable Transactions Buy(s) THB 240 mn Sell(s) THB 200 mn
Read More →Management Trades 07/04 – 11/04
Notable Transactions Buy(s) THB 327 mn Sell(s) THB 120 mn
Read More →Stocks in the news (kce, prm) 22.01.25
KCE acquires KCE Printed Circuit Boards Gmbh (KCED), a distributor of PCB in Germany & Europe for EUR 10.65m (Bt 380m), aims to manage selling price, revamp logistic & admin to enhance effective operation & reduce costs, facilitating direct communication with customers, transaction to complete by end of March Comment: This reads like a left […]
Read More →Stocks in the news (erw, kce, ind, inset, ptg, sisb) 30.10.24
ERW anticipates 4Q turnaround aft Holiday Inn Pattaya fully reopened post major facelift, expects ADR surge by 10-15% from higher room rate, improve OCC on holiday season. KCE board approved establish of subsidiary, Circuit Holding, to acquire 100% stake in UK based PCB distributor, Int’l Circuit Ltd, for GBP 9m (Bt396m). Circuit Holding will pay […]
Read More →Stocks in the news (btg, civil, com7, itd, kce, netbay, rjh, sak) 16.08.24
BTG’s subsidiary, Betagro Food, acquires HK listed Eggriculture to gain exposure on fresh egg & egg products distribution in Spore. CIVIL signed construction contract for Huai Chalom reservoir project valued at Bt711.7m. COM7 changed the period for ending share repurchase program from original date of Jul 1 to Dec 31, revised to Jul 1 to […]
Read More →Stocks in the news (bem, gulf, kce, lts, psl, spa) 18.07.24
BEM mulls opening talk with State Railway on Orange line fare agreement, veto fare cut for 10 years from cod as company, exposes to risk on fluctuation of ridership traffic plus rev sharing to SRT. GULF acquires 35% stake in 540mw Burapa Power for Bt120m, scheduled to cod in 2027. Comment: They needdddd cashhhhhh , […]
Read More →Stocks in the news (aot, bjc, ckp, bem, epg, gfpt, kce, lh, psp, stark, kbank) 30.08.23
AOT’s gathering info on Bt36b 3rd phase upgrade of Donmuang airport, target 50m pax/year, with bidding in 2024 and COD in 2029. AOT sees fiscal 2023, ending Sept 30, 2023, pax exceeding 120m at 6 of its airports, 25% higher than forecast, with 170K/day at Suvarnabhumi alone. Comment: More economic activity coming. BJC delays BigC’s […]
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