Management Trades 04.03.13 to 08.03.13

Notable Transactions

Buy(s)

  • BGH – No surprise here, I’d still expect to see continuous buying by management/directors

Sell(s)

  • KK –  CEO sells off a huge stake @ THB 55 mn, relative to the other fin co’s KK is trading “cheaply” 
  • NWR – Used to have this stock, but since exited, all these construction companies have run up too far, hardly any of the government’s infrastructure budget will come in within the next 2 years, the majority is in 2017 but investors are pricing it all in far too early
  • VIBHA – A director sells of THB 16 mn

130317 mgmt_trades

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