Tag Archives: BANPU

Management Trades – Weekly

Tremendous amount of buying last week by management of public c0mpanies here!

Notable Transactions:

Buys:

Banpu – Family and director purchase additional shares in the company, total purchased in the past month is near THB 100 mn

BLAND – He’s having fun again and joining the party is K. Ausakoon buying and selling the shares multiple times last week

CGS – The family buys THB 60 mn worth of shares

SIRI – The stock has lost a bit of its momentum falling inline with the market, the president continues to pick up shares here.

Sells:

BLAND – welcome to the party K. Ausakoon!

Management Trades – Weekly

Notable Transactions:

Buys

  • BANPU – The major shareholders decide that the drop in the share price is unwarranted and buy THB 35 mn worth of shares
  • SGP – The CEO accumulates THB 21mn worth of shares

Sells

  • RS – The Chairman unloads THB 12 mn
  • TUF – Now this is interesting, a director that sells THB 50 mn worth of shares, TUF has been one of the star performers in the past 6 months because of its acquisitions in Europe.

Management Trades – Weekly

Notable transactions:

Buys:

BANPU –  Directors continue to buy shares in their company despite all the hullabaloo around Indonesia

BGH – The President continues to buy more shares!

NMG – Big lot transactions (both buy/sell) in Nation Multimedia Group representing close to 5% of total shares outstanding. Perhaps new shareholders looking at a way for the company to finally making a consistent profit?

Sells:

PS – An independent Director decides to offload shares, the entire property sector in Thailand has shot up 30-50% from December last year.

TIPCO – Sold off THB 16.5 mn worth of shares

Management Trades – Weekly

Notable Transactions:

  • Bland – The owner K. Anant is having a good time trading his own shares, most market participants know that the stock is extremely cheap but as long as there is no catalyst and with an owner trading his own personal stock for fun, avoid!
  • BANPU – A board director bought USD 1 mn
  • AP – With management selling USD 1 mn, could this be a signal of frothiness within the mid-high condo segment?

Charts – Weekly – SET, USD/THB, BANPU

Latest thoughts from Ploy! She’s looking closely at the USD/THB rates seeing how its driving the SET Index and has updated her viewpoint on TOP and her latest pick BANPU!

My opinion on the SET is relatively unchanged.

If you have followed my comments here for a while, you may have noticed by now that I don’t change the charts or outlook so often unless there is any clear signal popping up. Again, as shown below, I still use the same chart and pattern to track the US dollar index. Like I said last time, the rebound in the US dollar index around the red X-support is not a threat until it breaches above 79.54 and 80.50. Therefore, despite yesterday’s sharp rise, I still maintain my view that the US dollar index may not cause a sharp fall in the SET during this week unless it reaches 79.54.

Continue reading Charts – Weekly – SET, USD/THB, BANPU