Tag Archives: BLAND

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

Lots of buying in the past week!

Notable transactions:

Buy:

  • BLAND – K. Anant is having a good time yet again with his stock price, watch him keep buying and then sell about 0.70 again.
  • ERW – A company I think is stupid cheaply on an NAV basis (Bt. 5.5/share is our estimate) but until the market believes that they can continuously sell a property to a fund annually it won’t reach there. Good to see the owners having faith in the stock :)
  • KBANK – Director/Family buys a massive stake…THB 146mn
  • RS – I met top management here last year, thought it was an interestingly little company but not attractive enough to get into, stock usually gets quite active toward football tournament time (World Cup, Euro’s), they did just get the rights for the Spanish Liga and the company still has plans to purchase another 26 mn shares in the mkt.
  • SGP – Oye! He bought these shares pre-1Q12 results were announced! Isn’t there supposed to a silent period put in place by directors/management?! And we did hear in the market that 1Q12 would almost equal FY12 earnings (fyi actual 1Q12 Bt. 0.81 / share FY11 1.08)
  • SGP – Oye! He bought these shares pre-1Q12 results were announced! Isn’t there supposed to a silent period put in place by directors/management?! And we did hear in the market that 1Q12 would almost equal FY12 earnings (fyi actual 1Q12 Bt. 0.81 / share FY11 1.08) b/c of inventory gains…

Sell:

  • BGH – Director sold off a stake, interesting that its just before BGH announced it bought more shares in BH (takeover in progress?)

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?