Notable Transactions Buy(s) THB 181 mn OSP – Two massive buys by family members. TFG – And he’s still buying his shares regardless of the price. Sell(s) THB 109.9 mn MINT – He’s been selling out since this crisis started PJW – Looks like a block ~3% of outstanding shares.

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AAV’s building a super app off its existing mobile app and website to provide services such as e-commerce, delivery and payments. The app is to be available next month in Thailand and Asean. BCPG to build 220KV transmission cable in Laos to cater for 500MW power transmission in 2022. GULF’s new 1,066 capital increase share […]

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Notable Transactions Buy(s) THB 216 mn AGE – Hmmm another decent buy by the Chairman/MD OSP – The family continues to accumulate their shares Sell(s) THB 400 mn IP – The CEO dumps a block NOBLE – The odd shareholders are out.

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Notable Transactions Note: Price data is as of 24/08/20, and as 2Q20 #’s are finished, management buy/sells are YUGEE. Buy(s) THB 560 mn BOFFICE – Family has put in a small fortune ready for the cap increase. OSP – Founding family member has been putting a lot of capital to work this year, both in […]

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CIMBT hire purchase unit, CIMB auto, cuts used car HP target to Bt10b from Bt18b from stringent credit approval, will submit petition for car title lending license, aims to boost FY21 revenue base from larger products portfolio. EA sees stable 2Q earnings yoy, but cuts FY20 revenue projection to Bt15b from Bt20b, as covid had […]

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ARIP confirmed IT event schedule, Commart expo, on August 20-23, launches products showcase to accommodate new normal lifestyle.BJC revised up White Group (WG) tender price to Bt187.67/share from 185.44. Comment: Finally delisting WG? Given the free float is less than 7%….why not….although if I were BJC/WG I would look to use this vehicle to raise […]

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AMA in talk 2 logistic partners to expand from Oil & Gas transports to industrial logistic, expects big jumps 3Q from larger average tanker size yoy from 13k tons/trip to 15ktpt, positive momentum from onshore logistic as PTG & AIE increase shipment of gasoline and B100 transport, will add 60-80 oil trucks in 2H after […]

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Notable Transactions Buy(s) THB 33 mn N/a Sell(s) THB 1.2 bn OSP – Family sells a stake – Peak consumer products? STA – Founders dumps shares – Peak Rubber gloves? STGT – Founders dump shares – Peak Rubber Gloves part deux?

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AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year. Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based.  BCPG sees 20% growth […]

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