BECL Toll raise negotiations taking the first step — Expressway Authority of Thailand (EXAT) is to set up a subcommittee to consider the toll rate hike today before negotiating with BECL. The rate hike will provide additional revenue for maintenance and construction of new expressway projects. (Manager, 17/01/13) BLAND Trading volume surges — BLAND’s trading […]
Read More →AOT – Passenger numbers grow 12% in 2012 — AOT reports that the number of passengers in 2012 have grew 12% to 74mn, with the number of international passengers increasing to 46mn, pushing the number of flights to 490,000. (Khao Hoon, 07/01/13) Comment: Tourism tourism tourism, AOT always had been a cheap stock, if only […]
Read More →So BLAND’s owner, K. Anant, came out for his first press interview in Donkey years and here are the key points Plans to spend 2 billion baht to develop new projects at Muang Thong Thani and sell 600 rai on Srinakarin Road worth 7.2 billion baht. Chairman Anant Kanjanapas said the company also aims to […]
Read More →Notable Transactions Buy(s): BLAND – K. Anant is still accumulating shares! This run up is nowhere near finished. Sell(s): ERW – Hmmm ERW is a stock/company I’ve liked for a while and to see one of the founding family members sell off a portion is a slightly disconcerting (especially after analysts began writing about it […]
Read More →Notable Transactions: Buy(s): BLAND – K. Anant buys another 66mil shares in his company. Sell(s): SPCG – A director offloads Thb 55mn worth of shares. Well if you company was trading at 5x pbv and 300x pe then one shouldn’t be too surprised.
Read More →Notable Transactions Buy(s): BGH – The President is back to buying more shares in his co, another THB 100 mn BJC – Massive buying here by the family, THB 600 mn Sell(s): No one specific company sticks out but there were several sellers, if management/directors/owners are thinking its time to take some slight profit shouldn’t […]
Read More →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 […]
Read More →Notable Transactions: Buy(s): BLAND – The President accumulated an additional Bt. 50 mn worth of shares last week, we’re not expecting the stock price to fall any time soon. Sell(s): Nothing to report here
Read More →Notable Transactions Buy: BLAND – I’m still trying to see what the story here is for BLAND, it could be a land sale, property fund, business expansion, not sure yet, but its obvious K. Anant has something planned. Sell: JMART – To see the the CEO and a director sell off a substantial portion of […]
Read More →Notable Transactions Buy: BLAND – I’ve stated many a time that K. Anant normally buys below 0.80 and sells above it, but over the past week he’s been accumulating shares in a strong way, and it doesn’t look to slowing down at all, BLAND may be worth a closer look at this point given how […]
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