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 – […]
Read More →Notable Transactions Buy(s) THB 107 bn AWC – Just a switch from personal holdings to family co holdings for this group BH – A BBL family member (remember they are the major shareholder in BH) buying a chunk THG – He’s still buying TFG – So is he! CK – Family member buys a chunk […]
Read More →Notable Transactions Buy(s) THB 128 mn TFG – He has been buying back his shares for as far back as I can remember. THG – And he’s buying his shares, did they go public just to remove the private minority shareholders and buy back shares in the market? He’s been buying since his IPO regardless […]
Read More →ACG expects big jump 4Q from recovery sales from new launch Honda City hatchback & City hybrid, upbeats outlook on small & mid-size auto market as consumers prudent on spending. Comment: Love Honda’s but the overall industry trend isn’t that positive yet. AOT sees 47.91m passengers next year, rising to 110.88 in 2022, before getting […]
Read More →CHAYO: 33.6m new shares from stock dividend tradable tomorrow, October 30. Comment: And now with a higher equity base, will CHAYO have the 8alls to acquire high amounts of bad debt (should the Banks actually sell them into the market, we’re estimating some THB 500bn of official bad debts across the system by year end) […]
Read More →AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]
Read More →AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]
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 →FTSE rebalance on Friday is expected to see $119m inflows, with $90.5m into CRC, $32m to CBG. FTSE Small cap seen inflows into MEGA and JMT, while Micro cap into SINGER and SABINA. Comment: Normally the share prices move up leading to such an event as locals take advantage of the information/time advantage. BTS voiced […]
Read More →CRC scales back European malls expansion as pandemic dampen purchasing power, mulls investing in IT & online business to align with new normal. Comment: Without tourism from Asia the malls they have in Europe will be quiet….for Thailand ~20% comes from direct tourism spending. GULF to wrap up 3 hydro powerplants deal in Laos with […]
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