Notable Transactions

Buy(s) THB 1.4 bn

• ORI – Oh wow thats a YUGE buy.
• SKR – off the market transaction? Bought from?
• BRI – Wife buys ORI, husband buys BRI.
• BDMS – Been a long time since any of the founding family members bought shares.
• SIAM – Interesting….it’s been a while since I’ve looked at this name, several directors and family members buying.
• WHAIR – Founder loves her yield?
• DPAINT – Rare to see a buy here
• PSG – What is this company? Why is it so highly valued? A pol gen buys shares…well…ok….he is the chairman of the AC…
• SABUY – Ah he finally bought…after dumping the shares (along with several others – apparently to have capital to exercise the warrants…we shall see)
• RS – Now they have an IPO coming of their AMC holding – but from what I’ve heard there’s a lot of question marks about the quality of the AMC….

Sell(s) THB 23.5 bn

• AWC – To which entity did they transfer these shares?
• ONEE – Constant selling – unless there is a change in business model, I don’t see a future for them.
• AS – Looks like he’s leaving.
• HL – Rare to see a sell here, seems to be a great operator. But valuation is a q mark.
• SKR – Interesting, one group selling, another buying. At quite a wide spread.
• SIAM – Similar to SKR.
• HMPRO – Probably going to retire – hence the big share sale.
• ZIGA – CEO Dumps some shares.
• SABUY – Cancels out the purchase above – seriously what is SABUY’s business model???
• AAV – China re-opening isn’t a good enough reason for the CEO to keep his shares.
• CRANE – Another rare transaction – but the share price movement recently has been…well…typical for CRANE.