AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]

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Notable Transactions Buy(s) THB 7 bn BTS – A trade between father and son RS – Despite the company selling treasury shares the owner still continues to buy NBC – Involved in both NMG and NBC IFEC – A share swap between tnhe two major shareholders SYNTEC – This “smaller” construction co has been able […]

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Notable Transactions Buy(s) THB 139 mn SAMTEL – A director buys a sizeable portion, SAMTEL did have so-so earnings in 2014, but are expected to win several government projects in 2015. NMG – The Vice Chairman continues to buy sizeable stakes in his business. Sell(s) THB 280 mn7 NINE – The major shareholder (chairman) decides […]

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AOT U-Tapao to be developed for commercial use — The Transportation Ministry says that Airportd of Thailand (AOT) and U-Tapao airport will coordinate to develop U-Tapao airport for commercial aircraft and passengers. Currently, U-Tapao airport serves only charter flights with passengers at 100K/year, far below its capacity at 800K/year. They plan to sign an MoU […]

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Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]

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Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]

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Notable Transactions Buy(s) THB 1.1 bn EARTH – Huge purchase of THB 237 mn by the Chairman & CEO GFM – Family transactions IVL – Heinecke, a board member, purchases THB 22mn KKP – A whole bunch of purchases by directors/management NBC – The President buys THB 231 mn PACE – Hmm no comment, purchase […]

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BANPU Buyback boosts Banpu share price – The SET-listed Banpu Plc, ASEAN’s leading coal miner, announced a Bt6.15bn share buyback plan yesterday, a move that rallied its share price after its net profit dropped last year on weakening coal prices. (Bangkok Post, 22/02/13) Comment: While good on a ST basis, it doesn’t cloud the fact […]

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