Sector Update 07/10 – 11/10

Last week the market continued to rebound on the back of continued flows from overseas and local prop desks. With the US government continuing to not function, the thoughts we have is that perhaps this year we won’t see the usual strong year end rally that starts in October til Jan. This week the BoT meets, but rates are likely to stay flat and more co’s are expected to release their 3Q13 numbers.



01set 02mai Continue reading Sector Update 07/10 – 11/10

Management Trades 07/10 – 11/10

Notable Transcations

Buy(s) THB 1.8 bn

  • BGH – K. Prasert is back and buying with a vengeance to the tune of THB 1.12 bn
  • BLAND – K. Anant is back and buying strongly on the news that the company will do its first REIT, IMPACT, however funny that last week the regulators said that BLAND hadn’t filed for it yet.
  • EARTH – I’ve been damn curious about this company and now the major shareholders/management/directors have publicly bought THB 580 mn worth of shares @ a premium to the mkt price

Sell(s) THB 168 mn

  • MINT – Now Anil, director and long time shareholder of MINT, has sold off an additional THB 118 mn worth of shares. hmmm.

131014 mgmt trades