Notable Transactions Buy(s) THB 212 mn THG – And he keeps buying AJ – Switch between family members TFG – He buys no matter the price SABUY – A new IPO in November ’20, and the CEO is buying a buy of shares. SGP – Switch between family members Sell(s) THB 1.3 bn CHAYO – […]

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AGE reaffirms big jump 4Q20 from strong coal exports to China, logged FY20 sales volume above 3.5mt target, 1m tons backlog to realize till eo-2Q21, mulls to add vessels and trucks to boost transport revenue, seeks to expand power business. Comment: I used to refer to them as baby banpu pre-2010. But they are traders […]

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CPF sees the highest net profit in 10 year this year. after recording Bt19.6b in 9M20, while expecting to book Bt2b gain from acquisition of swine business in China. Comment: One and done. CRC expects to return to pre-covid next year, while acquisition of COL will boost overall revenue up 4-5%, sets Bt10b capex for […]

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