ABM target FY20 exports sales +30% yoy, thanks to strong demand for biomass fuels, target full year no less than 50k tons, new RDF fuel plant 2k tons capacity p.a. to cod in 4Q. BAFS expects full year jet fuel sales volume -60% yoy, in talk to buy 30mw solar farm to diversify risk, finalize […]
Read More →AEONTS reports 1Q20 (end of-May) at Bt530m, -46% yoy, TFRS9 & positive impact from lockdown weighed. Comment: Can’t wait to see KTC’s #’s. AP records Bt12.81b presales in horizontal projects 1H20, or 60% of full year target of Bt22.5b. Comment: Every major property developer has shown great presale figures for housing projects during 2Q, the question […]
Read More →Notable Transactions Buy(s) THB 2.7 bn NOBLE – And now there is only one major shareholder in NOBLE NFC – Recent relisting of a formerly defunct company, the Vice Chairman shows that he owns some 50% of the company BROOK – That’s a 10% stake in the company, switching amongst the major shareholders? BTS – […]
Read More →Notable Transactions Buy(s) THB 598 mn BIG – Some THB 160 mn bought by the two founders, a block purchase perhaps? BA – And he continues to buy and buy and buy BROOK – Hmmm BROOK … hmmm SPALI – Typically whenever you see this family buying back their shares in SPALI, implies a very […]
Read More →Notable Transactions Note: Interesting to see the wide divergence in buy’s/sell’s Buy(s) THB 226 mn BROOK – Harumph…trust this company at your own peril… TMT – It’s been a rather odd following this company over the past few years, dividends have been amazing but every once a in while one of the quarterly #’s are […]
Read More →Notable Transactions Buy(s) THB 36 mn RS – And the owner continues to buy back shares in the market Sell(s) THB 404 mn ORI – A recent IPO and the owner dumps some THB 345 mn or 30 mn shares, or did he just pass it onto a market maker hence the continued stock price […]
Read More →Notable Transactions Buy(s) THB 77mn N/A Sell(s) THB 422 mn BLAND – With the REIT finally listed plus the fact that they don’t have any other sizeable assets to sell, there isn’t any new catalyst for BLAND to move. BROOK – Brook, one of the oddest companies on the market that no one really trusts. EE- The […]
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