Management Trades 17/06 – 21/06

Notable Transactions:

Buy(s): THB 381 mn

  • BLAND – K. Anantttttt is back in the fold
  • GFM – This seems to be a continuation of a shift of ownership between family members
  • MAJOR – Quite interesting, it isn’t often to see K. Vichai buy shares in MAJOR and this despite the fact its not trading that cheaply
  • MINT – From what I’ve been told, Heinecke does keep a close eye on his own shares.
  • NMG – Chairman and Vice Chairman both subscribe to NMG’s new shares

Sell(s): THB 351 mn

  • DCC – Hmmm DCC has been a favourite of ours for years, need to understand why a director offload THB 70 mn worth of shares
  • GFM – See above
  • PTG – We still don’t understand why this retail petrol pump is trading @ 17x, no surprise in seeing a director liquidate THB 100mn


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