Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]

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Notable Transactions Buy(s) THB 293 mn JMART – He keeps buying and buying TU – Head buys more, then again, if he really thought it had great upside he would’ve done what Adisak has been doing. TTA – And this fellow is still buying. Shipping is seasonal, 4Q-Jan is *almost* always weak, and look how […]

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Notable Transactions Buy(s) THB 242 mn TTA – Well that’s a positive sign, the owner/ceo buys up some THB 70mn of shares SABUY – And they’re still buying Sell(s) THB 283 mn PRIME – The Chairman/MD dumps to…? CMO – Looks like there’s a big change in shareholders happening here. LEO – The CEO dumps […]

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Notable Transactions Buy(s) THB 822 mn SABUY – The owner just signaled to the market that he’s going full steam ahead with his expansion plans. PIN – CEO/family takes a stake via a block, probably left/right pocket. AQUA – Major shareholder takes a block from…? This is such an odd company…its been on the internal […]

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Notable Transactions Buy(s) THB 71 mn N/a Sell(s) THB 1.16 bn ERW – A YUGE block, I suspect it’s to a family holding co. PSL – The CEO dumped 10% of his holdings or THB 200mn +, retirement in 2-3 years is expected. Question is, does this selling remove the support the share price has […]

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Note: There are several “strange” companies with relatively large transactions occurring below. Notable Transactions Buy(s) THB 231 mn NMG SPALI – The family buy’s shares, its probably one of the few property companies that is continuing to perform well. Sell(s) THB 1.5 bn JWD – The COM7 owner bought into JWD, he’s been on quite […]

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CENTEL sets Bt10,400m 3-year capex for hotel, food and other investment, to open Phuket hotel for travel bubble program there from July 1. Comment: They’re going to capture the market share. CRC cuts FY21 revenue growth target to 10-11% from 10-12%, scale back CAPEX by 10-15% from Bt16-18b, delay 3 malls launch including Robinson Lifestyle […]

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AWC sets Bt55b 5-year capex for 13 projects, doubling number of rooms, signs management contract with Marriott International for 3 hotels in Pattaya and Phuket. Comment: Yay more hotels! Now how much of these projects will come from the parent to selling to the public co? BGRIM’s firm on Bt44b revenue this year, after booking […]

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