AOT said won’t cancel King Power duty free contract, preparing to adjust it as per advisor’s proposal to maintain both parties’ interests, with plan to propose a Bt200 hike in PSC to help cushion potential revenue losses from contract adjustment. Comment: It helps when the current CEO of King power is the former CEO of […]
Read More →Notable Transactions Buy(s) THB 578 mn Sell(s) THB 63 mn
Read More →JPARK in talk partner to management parking-lot total 3k slots, expects to wrap up by end of month, firms on FY target 50k slots by end of year. Comment: Still need to know more about this group… MOSHI: Deputy CEO, Monthana Asavametha, sold 3m share or 0.9% to Samsung Asean Equity Fund @ Bt42 on […]
Read More →AGE sets 5.2m tons coal sale target this year to Bt23b, to Bt30b by 2025 with 7m tons sales target, mulls 1 M&A deal by end of year. Comment: And the good days of AGE are over for now (relative to 2021/2022) but realise that the figures are still going to be 3x higher than […]
Read More →Notable Transactions Buy(s) THB 270 mn TQM – Family members buying big. Sell(s) THB 422 mn BDMS – And the founder is back to being a seller. PJW – One of the family members (Vice Chair) dumps 2% of total outstanding shares. SPA – The MD sells off some shares.
Read More →ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]
Read More →Notable Transactions Buy(s) THB 206 mn SABUY – The CEO buys another 1% in the company Sell(s) THB 382 mn KWM – A director, family member, does a block sale of 25% of the shares to…? MINT – The CEO dumped a tonne of shares. Is he going to lose his job? PJW – 82 […]
Read More →BCP joins with 10 partners to set up Carbon Markets Club for carbon trading to help reduce green house effect. Comment: A new oligopoly is being formed in order to create the pricing for carbon in Thailand, smart move. IMH said listed firms and private co have expressed interests in getting its Sinopharm vaccine services, […]
Read More →BEAUTY’s confident of turning around to profitable this year, sees 5% revenue growth on cost cutting and hemp-based cosmetics. Comment: Another “hemp player”. No one is trusting BEAUTY given that there are no Chinese tourists in town. CPN firms on plan to open 2 malls this year including Central Plaza Ayudhaya & Sriracha, Central Plaza […]
Read More →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.
Read More →