Management Trades 01.04.13 – 05.04.13

Notable Transactions


  • AH – Founder continues to buy up more shares, this time THB 43 mn
  • BGH – Same story THB 200 is coming
  • GFM – Now this interesting a THB 70 mn purchase buy two directors, must’ve been off market as there usually is barely any liquidity here.
  • POST – Major shareholder and director puts buys up THB 50 mn
  • TTA – The never ending story that is TTA, but the new major shareholder continues to buy shares in the market


  • MALEE – Note this person bought in @ THB 80/share
  • ROCK – Big sales by all members on the board, represents close to 15% of market cap, but the stock is @ PE 4x…
  • TTA-W3 – See above

130411 mgmt trades

Stocks in the news (advanc, becl, jmart, mcot) 10.04.13


AIS aims to run 3G service using TOT’s frequencies — ADVANC is moving ahead with pans to negotiate with concession owner TOT to run 3G mobile services on the state telecom enterprises three frequencies. The move came after the NBTC last week voted overwhelmingly in favor of the contentious 3G network contracts between TRUE and CAT Telecom. (Bangkok Post, 10/04/13)


March traffic grows YoY and MoM — BECL reported traffic movement in March 2013 at 1.16mn cars/day, +3.4% YoY and +3.3% MoM. (Company)

Comment: On top of the rearrangement of the group’s holdings the simple fact that there are more cars on the road should help the #’s here.

Continue reading Stocks in the news (advanc, becl, jmart, mcot) 10.04.13