Sector Update 19.11.12 to 23.11.12

The SET has been facing a slow month, 3Q12 earnings have all been released and there’s nothing new on the horizon locally (other than political noise) so in all honesty I expect nothing much to change for the broader market, the years finished, investors have made fantastic returns this year, I see a lot of people packing up their bags and going on early holidays here, but not us! (much to the chagrin of my team) :)







Continue reading Sector Update 19.11.12 to 23.11.12

Management Trades 19.11.12 to 23.11.12

Notable Transactions:


  • CPF – Vice President and Board member accumulates additional shares
  • RS – This piqued my┬ácuriousity, THB 300 mn purchase by the owner
  • SIRI – The president simply transfers shares into his own name


  • BGH – President offloads THB 100 mn
  • PSAAP – Director offloads a clean THB 40 mn
  • SPI – Director offloads THB 50 mn
  • SIRI – See above