Management Trades 23/06 – 27/06
Notable Transactions Buy(s) THB 237 mn Sell(s) THB 126 mn
Read More →Tag: mk
Stocks in the news (aot, ccet, cococo, cpn, imh, jpark, ktb, mk, ratch, seafco, thai, tkn) 03.10.23
AOT: Thai Vietjet will resume cross-country direct flights from Phuket-Chiang Rai starting Oct 29 to capture rising number of leisure travelers in both cities. Comment: Not sure that’s a popular flight route, nonetheless a positive to see more flights in the air. CCET announced RO 4.6b shares, 1:0.7863 @ Bt1.5/share, XR Oct 10, subscription from […]
Read More →Management Trades 07/08 -11/08
Notable Transactions Buy(s) THB 888 mn Sell(s) THB 50 mn
Read More →Stocks in the news (aot, forth, mk, osp, sabina, samart, scn, snnp, wice) 26.04.22
AOT sees 19m passenger arrival for 6M22 (Oct 21 – Mar 22), likely fall short of 60-70m full year target, expects Transport Ministry to approve transfer of 3 airports (Udonthani, Burirum, Krabi) from Department of Airport by end of April. Comment: Still the best monopoly play on the country’s aviation, but….yes…valuations are what they are. […]
Read More →Stocks in the news (akr, bbl, ck, kbank, jmt, mk, nok, rbf, ssp, tacc, tm) 05.07.21
AKR will bid for govt infra procurement projects total Bt3b in 2H, aims to secure at least 10% of total bidding, sees demand for transformer remained strong from powerplants expansion, Bt300m backlog to realize this year. BBL’s accelerating NPA sales to tackle NPLs in 2H. Comment: BBL’s senior management doesn’t bother to get onto Zoom […]
Read More →Management Trades 21/12 – 30/12
Notable Transactions Buy(s) THB 46.6 bn AWC – Just switching from personal holdings to a corporate holding THG – And he’s still buying. DELTA – That’s interesting/odd to see at these levels. MTI – I’m becoming more curious about the old fashioned insurance names…more as an idea re int rates. SA – New IPO, condo/real […]
Read More →Stocks in the news (amanah, aot, bbl, ep, fns, mk, ichi, ptg, tta) 29.09.20
AMANAH said it has yet to be approached by GSB for all the stake, sees parent co, iBank, keens to keep leasing unit. Comment: Have to love all these rumours in the market. AOT said the Satellite 1 (SAT-1) passenger terminal is 95.23% completed and will be 100% in April 2021. Reported passengers dropped almost […]
Read More →Stocks in the news (bgrim, gulf, bfit, intuch, jubile, kbank, scb, bay, ktb, bbl, mk, sgf, spcg, sq, thai) 22.05.20
BGRIM’s expected to get license to import 500-600K tons of LNG per year today, after GULF got their license yesterday to import 1.7m tons. Comment: A license to print $ BOT fined BFIT Bt3.155m for overcharging for assets appraisal. Comment: A small fine…how does this prevent firms from playing a fool INTUCH signs Singapore partner, […]
Read More →Stocks in the news (aot, bcpg, centel, dtac, mk, plat, s) 03.12.19
AOT sees FY20 turnaround from higher contribution of new duty free concession kick-off September 20, pick up counter concession at SIA and DMK airport to announce winner January 27,20, seeks to expand non-aero revenue to balance revenue mixed. Comment: Their business should be focused upon improving efficiencies further at the airport BCPG sets next year EBITDA […]
Read More →Management Trades 26/11 – 30/11
Notable Transactions Buy(s) THB 744 mn FNS – Now thats interesting. The MD just bought a substantial amount of shares. I wonder what’s going to happen here OCEAN – Share swap between new and old owners MK – Another share swap between new and old owners Sell(s) THB 437 mn MK – See above OCEAN […]
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