Management Trades 11/10 – 15/10
Notable Transactions Buy(s) THB 98mn JMART – And he’s still buying! Sell(s) THB 296 mn SF – Owner sells a stake to? Not to CPN this time… TWZ – Major shareholder (11%) reduces his stake by ~2%
Read More →Tag: SF
Management Trades 30/08 – 03/09
Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
Read More →Management Trades 01/03 – 05/03
Notable Transactions Buy(s) THB 714 mn JMART – We were surprised to see this massive buying back by the founder, but also quite happy about it too :p EA – A switch between personal and corporate holdings MPG – Looks like a back door is happening here. BEM – A director buys a share amount […]
Read More →Stocks in the news (advanc, aeonts, egco, ram, sf, teamg, thani, tmb) 04.09.19
ADVANC secured exclusive right to broadcast Tokyo Olympic 2020 on mobile-pay, iPTV and Internet Comment: A slap in the face to TRUE! Then again other than the 100 m sprint, I’m not sure what other Olympic event people tune in to…but this is just further evidence of the changes seen in the media industry AEONTS […]
Read More →Stocks in the news (ama, anan, auct, mtc, cpf, mint, hmpro, zen, au, stec, tasco, toa, bgrim, sf) 13.06.19
AMA sees wider margins from marine transports as oil price dip, will add oil/chemical trucks to expand onshore revenue, firms on 15% revenue growth target. Comment: These shares have been in the news given the price movement this week ANAN expects big jump 2H supported by Bt34.9b backlog and completion of 6 condos projects worth […]
Read More →Stocks in the news (amata, ayud, bcp, moong, kwm, sf) 10.05.19
The Int’l Finance Corp (IFC) will work with AMATA, a provider of smart cities and industrial zones, to develop sustainability pjs in Thailand and the broader Mekong region. Comment: I still have question marks over AMATA and the EEC story. It isn’t happening unless the PPRP can force it through a weak coalition government AYUD: […]
Read More →Stocks in the news (asian, cpn, ea, mc, hmpro, iii, irpc, gbx, prm, sf) 14.02.19
ASIAN ASIAN reaffirms big jump 1Q from strong premium pet food exports aft team up with German partner, Happy Pet, to expand mkt in Europe. CPN CPN in talk to renew lease contracts with 2 key clients, ZEN and Isetan dept store, before expiry in 1Q&3Q19, upbeat prospect from higher rental rev and L/T cash […]
Read More →Stocks in the news (ckp, cpall, gunkul, mc, mtc, pk, port, pttgc, sf, smit, tmill, trc) 03.10.18
CKP CKP has raised its revenue growth target to 15% from 10%, because the quantity of water has risen increased to support electricity production in Q3. Xayaburi power plant will run operational tests this month. (Kao Hoon, 3/10/18) CPALL Revenue Department allowing Counter Service to be the agent for tourist VAT refund for a […]
Read More →Stocks in the news (ama, aot, atp30, au, bm, bsbm, erw, fsmart, gfpt, global, glow, intuch, scn, singer, sf, smpc, tasco, tmi, twpc) 23.02.17
AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]
Read More →Stocks in the news (bjchi, ck, crane, css, fpi, gland, gpsc, itd, jmart, kwg, loxley, mill, nok, nyt, pps, qh, sf, trt tse) 22.08.16
BJCHI BJCHI expects to get a new job worth Bt10bn to add to its backlog of Bt3.1bn. It plans to expand to a new market. It expects 2016 revenue to grow 15% from Bt5.75bn last year supported by backlog awaiting booking. (Thun Hoon, 22/08/16) Comment: Regardless of the oil price decline BJCHI still seems to […]
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