Tag Archives: BLA

Management Trades – July 2013

Notable Transactions

Buy(s) THB 1.15 bn

  • GFM – Change in ownership between family members
  • MINT – Heinicke buying more shares worth THB 30mn
  • NMG – This director obviously has a lot of faith in the digital tv business, THB 100 mn worth of shares bought
  • POST – The Chairman buys THB 80mn
  • RS – Director betting on the digital tv idea as well.
  • SIRI – Hmmm buying/selling shares @ the same price on the market?

Sell(s) THB 1.68 bn

  • BLA – Its a good business however declining growth, no surprise the family/director is selling
  • BTS – Most likely a block sale
  • GFM – See above
  • IFEC – I’m under the impression this company is having a change of ownership
  • NMG – Guessing he sold shares to subscribe to the cap increase
  • PAE – The ultimate xmas tree styled stock chart, MD sells THB 87mn worth of shares
  • SIRI – See above

130806 mgmt trades july 2013

 

Changes in MSCI Thailand Index

This came across my desk yesterday.

MSCI Thailand (MSCI Global Standard)

  • Add : HMPRO, MINT, INTUCH, TRUE
  • Delete : None

MSCI Thailand (MSCI Global Small Cap)

  • Add : ANAN, BMCL, EASTW, EA, GRAMMY, GUNKUL JMART, KTC, MALEE, N-PARK, OFM, OISHI, SAMTEL, SPCG, TFD, THRE, UMI, UV, VGI, WHA
  • Delete : BLA, BTS, VNT

 

Management Trades 11.03.13 to 15.03.13

Notable Transactions

Buy(s) – THB 165mn

  • BGH – Directors buy another thb 30 mn worth of shares, I’m still thinking 200+
  • BLA – Stock had fallen out of love for the past month, however the underlying business still seems to be growing strongly
  • SIRI – Same story as before…K. Srettha here is merely swapping shares from his private investment vehicle to be placed under his name

Sell(s) – THB 170 mn

  • BLAND – K. Anantttttttttt, oh no, oops different family member
  • MACO – A director takes profit here, now we’ve always liked MACO as a company but never had found its stock appealing even though it had always been trading @ 10x PE with a 6% ish yield, we never saw its potential to grow more than 10% p.a. However the rumour mill has it that VGI would acquire MACO.
  • SIRI – See above

130220 mgmt_trades

Management Trades 04.02.13 – 08.02.13

Notable Transactions

Buy(s):

  • SIRI – The President bought these shares from his private investment vehicle, only to eventually sell them @ the same price, first time we’ve seen a sell under his name

Sell(s):

  • BLA – Main owners
  • BLAND – K. Ananttttttttttttt sold his warrants
  • SIRI – See Above
  • TPIPL – A director sells off THB 30 mn worth of shares
  • WHA – Block trade from last week where 3.9% of shares were sold to a new group

130211 mgmt trades

Management Trades 13.08.12 to 17.08.12

Notable Transactions

Buy(s):

  • BLA – The Chairman of Bangkok Life Assurance buys THB 20 mn worth of shares
  • BLAND – K. Anant continues to accumulate shares, watch this one closely

Sell(s):

  • PJW – A director offloads THB 100 mn baht worth of shares, but post sale the price still goes up 20% hmm.

Other:

  • BLS – No idea what’s happening here, within a week a Central Group family member is able to make a nice profit off trading a company on which he’s the board of.

Source: SEC

MSCI Holding Changes

Just a quick fyi before I run out of the office.

MSCI announced this morning their update to be used in the calculation of the MSCI Global Standard and Global Small Cap shares that will be effective as of 31 May 2012.

MSCI Thailand Index

  • Addition: SCC

MSCI Thailand Index for Global Small Cap.

  • Additions: BLA, EARTH, SC, SF
  • Removals: HMPRO, SCCC, MAKRO, TSTH and TUF

Source: MSCI