Notable Transactions

Buy(s) THB 280 mn

• RS – RS has the combination of the world cup this year and Digital TV being implemented.
• CPF – In recent history there has been negative news every  3 months with this co
• EVER – No idea what is going on with this property company
• A – Have a look @ their share price, its somehow achieved 5x return despite profitability remaining the same

Sell(s) THB 1.7 bn

• BTS – Huge sale by the owner..THB 830 mn
• MACO – All related to the share sale to VGI
• MFEC – Chairman + CEO sell their stakes..who bought them?
• SAT – Random Thought: If its harder to get a driver’s license will car sales plummet?
• AIT – Said this over and over again on AIT, doubled equity, but no doubling of profits.
• ACAP  – Well post a 1x increase in shareprice the chairman sells some shares, not too surprising, the mkt cap was @ THB 700mn mkt cap w/ THB 400 mn net cash on the balance sheet before.
• DCC – Does he not believe in the consumer revival story that every broker is now toting?
• BGH – Well it’s becoming quite normal to see him sell shares these days.