Notable Transactions

Buy(s) THB 1.8 bn

• CGD – Family member buys a huge block stake, upcoming projects + REIT on the cards
• MC – Husband and wife seem to be splitting up, the wife will continue to run the show as she has done since the company’s inception.
• NWR – The owner still sees value in his company. Military finally going to spend some $ next year?
• VGI – With the economy shifting from neutral up to 1st gear again, advertising is another sector that should see a sharp snapback, VGI has the BTS lines, Tesco stores and now with MACO billboards as well.

Sell(s) THB 2.3 Bn

• ABC – This reverse IPO stock price somehow went through the roof
• MC – See above.
• NYT – A director sells off THB 44mn, @ 28xPE wouldn’t you?
• OCEAN – The MD sells THB 78 mn, thats 10% of total shares, who’s buying them?