Management Trades 18/08 – 22/08
Notable Transactions Buy(s) THB 578 mn Sell(s) THB 63 mn
Read More →Tag: planb
Stocks in the news (com7, planb, tu) 31.07.25
COM7 fired an employee at mobile retailer Studio 7, filed a police complaint and issued public apology aft data of one of the customers was leaked and shared without a consent. Comment: I’ve taken the assumption that all of our data is not private. Assume the same.. PLANB flies TH national flag at 3 digital […]
Read More →Stocks in the news (asw, dv8, ea, Floyd, ori, planb, stpi) 16.07.25
ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul. DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap […]
Read More →Stocks in the news (ask, awc, ccet, gfpt, planb, scgp, top, tipco) 10.06.25
ASK: Chailease Capital raised holding by 7.9827% to 9.4219% on Jun 6. Comment: I still remember when the share price was going sky high in 2021 and they raised capital and asking a good friend (Mrs ML I know you’re here), “since when did ASK become a growth stock?” and she went “this world is […]
Read More →Stocks in the news (asap, fsmart, jas, mono, planb, or, psg, sabuy, sena) 21.05.25
ASAP eyes 28% FY rev growth target above Bt11b driven by rental fleet cars and used vehicle sales, tailwind from Changan EV dealership and growth from motor insurance brokerage. Comment: Could it be time for this name to return? I remember meeting the CEO pre covid, and he impressed me. FSMART to seal deal with […]
Read More →Stocks in the news (aot, planb) 17.02.25
AOT: liquidity problem on King Power duty free is expected to weigh on future earnings due to uncertainty of rental fee collection, potential provision, tabloid. Comment: Didn’t realise that even King Power has CF issues (there is a good conspiracy theory I’ve heard…you may use your own imagination…) PLANB: board approved acquisition of digital billboard […]
Read More →Random thoughts: Commodity cycle investing, Thai earnings co notes
On the road for 4 of 5 weeks – great time for random thoughts and notes… Commodity cycle for dummies Owned the commodity names from 2020-2023, then own the capex beneficiaries of the commodity names from 2024-2027, then own the names that benefit from the decline of commodity prices as supply hits the globe, 2028-2035, […]
Read More →Management Trades 13/11 – 17/11
Earnings season is over and just look at the number of buy’s by management/directors Notable Transactions Buy(s) THB 809 mn Sell(s) THB 25mn
Read More →Stocks in the news (cpall, crc, planb, mint, rs, stanly, vranda) 15.09.23
CPALL to sell 3 tranches of CD rating A+, interest rates w/in 3.55-4.4% range, open for subscription on Oct 9-11 & Oct 26-30. Comment: It’ll be interesting to see if CP(take)all’s CD’s easily sell out – of course we all expect that it will. CRC to launch wholesale business, GO Wholesale, in Oct to boost […]
Read More →Stocks in the news (cpanel, dmt, ivl, gfpt, cpf, btg, tfg, gpsc, mint, planb, stark) 25.05.23
CPANEL reported 6 contracts signed in May to supply precast concrete (4 horizontal, 2 vertical) total Bt263.8m, lifting backlog to Bt1.311b, mulls expand capacity by 25% to 990k sqm. by end of 3Q to expand wider range of products. DMT sees daily avg tollway traffic QTD at 98k trips/d driven by recovery air traffic via […]
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