Management Trades 18/03 – 22/03
Notable Transactions Buy(s) THB 376 mn Sell(s) THB 36.6 bn
Read More →Tag: ygg
Stocks in the news (aav, asian, awc, centel, jkn, nyt, pttep, ygg) 27.09.23
AAV rolls out flight promotion for Chinese travelers starting from CNY 199/trip, BKK (SIA)-Shanghai CNY 299, booking open till Oct 1, travel from Oct 1 to end of March 24, aiming to capitalize on China national day & CNY in February. Comment: Let’s see if the government let’s enough of them out of the country. […]
Read More →Stocks in the news (asap, awc, bec, bgrim, gunkul, fsmart, ori, ptg, siri, ygg) 17.01.23
ASAP sees 1Q23 car rent jump 400% yoy as demand surge on increase travelers, allots Bt2b budget to expand fleet. Comment: There are multiple ways to play the recovery in tourism. This is one. AWC saw bookings and room occupancy rates in December exceed that of pre-pandemic period. BEC signed an exclusive Thai drama and […]
Read More →Management Trades 04/04 – 12/04
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 […]
Read More →Stocks in the news (htech, gunkul, ygg, dtac, true) 07.04.22
HTECH expected its product “cutting tools” will gain more order from hard-disk drive, data center, expecting to increase its capacity 3-4 folds from current capacity as well as sales revenue to grow 10% this year Comment: They were supposed to be the beneficiary of crypto miners, but that story appears to be finished. GUNKUL to […]
Read More →Management Trades 11/01 – 15/01
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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