Notable Transactions Buy(s) THB 280 mn RS – RS has the combination of the world cup this year and Digital TV being implemented. CPF – In recent history there has been negative news every 3 months with this co EVER – No idea what is going on with this property company A – Have a […]
Read More →Notable Transactions Buy(s) THB 370 mn BANPU – Again another purchase by BANPU’s management LH – Looks like they are selling the common stock and purchasing the warrant TYM – Another backdoor listing perhaps? Sell(s) THB 478 mn LH – See above MACO – Most likely linked to VGI NYT – NYT has a wonderful […]
Read More →BECL BECL reports traffic cut by curfew. Its traffic volume contracted 2.5% in May and is expected to be negative in 2Q14. It expects traffic growth of 0.5% in 2014. (Khao Hoon, 10/06/14) Comment: This along with the “black market” businesses are all hurt by this curfew in Bangkok BJCHI BJCHI is waiting on results […]
Read More →Ohhh a local M&A case! Finally some fun times! VGI Global Media Plc, Thailand’s largest transit-media provider and a unit of BTS Group, has acquired 24.43% of Master Ad Plc (MACO), the country’s largest outdoor media firm. The acquisition is worth 662 million baht or nine baht a share. A quick intro on both firms […]
Read More →Notable Transactions Buy(s) – THB 165mn BGH – Directors buy another thb 30 mn worth of shares, I’m still thinking 200+ BLA – Stock had fallen out of love for the past month, however the underlying business still seems to be growing strongly SIRI – Same story as before…K. Srettha here is merely swapping shares […]
Read More →Best CEO Award – SET: Somprasong Boonyachai, chief executive officer, Shin Corporation – MAI: Noppadon Tansalarak, chief executive officer, Master Ad SET Award of Honour For Continuous Excellence in 2008-2012 – Corporate Governance Report: Bangchak Petroleum, Kasikornbank – Corporate Social Responsibility: Bangchak Petroleum, Siam Cement For Continuous Excellence in 2009-2012 – Corporate Governance Report: Krung […]
Read More →Need ideas for investments? Look no further than these names here, I’ve looked at MACO and QLT in the past and found them to both be well run companies but for liquidity reasons neither were investable unfortunately. SST well…leveraging up ones balance sheet to buy Au Bon Pain and Dunkin Donuts…not sure. As for WORK, […]
Read More →Master Ad Plc (MACO) was established in 1988 with registered capital of 600,000 baht by Noppadon Tansalarak, who still serves as CEO today. The company began by providing advertising services through stationary billboards and has since expanded into many other forms of out-of-home (OOH) media and entertainment services. Mr Noppadon discusses the company’s strategy and […]
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