AAV Rumors that King Power has completed the deal to buy AAV stock from Tassapon group for Bt4.15/share, which is double book value. They are not buying over 25% to avoid a tender offer. (Kao Hoon, 25/04/16) Comment: Another rumour re AAV, I don’t quite see why King Power would do this transaction. BBL Regulator […]
Read More →Notable Transactions Buy(s) THB 337 mn SCI – This part of the transaction looks to be a switch between shareholders IFEC – No idea what K. Wichai is doing buying @ 7.29 and selling @ 7.20 Sell(s) THB 802 mn SCI – See above, plus there was news that 2 funds bought 5% of shares […]
Read More →The tale of the tape has been rather clear this year 1) Resources – i.e. oil prices have recovered very strongly from their lows and are dragging the market upwards 2) Banks have somewhat recovered as well. Now what has been dragging the market? Easy 1) Telco’s 2) Property, any chance of these turning around? […]
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