Management Trades 06/01 – 10/01
Notable Transactions Buy(s) THB 198 mn Sell(s) THB 21 mn
Read More →Tag: a5
Management Trades 23/12 – 03/01
Notable Transactions Buy(s) THB 472 mn Sell(s) THB 526 mn
Read More →Stocks in the news (a5, awc, ba, jpark, ptt, seafco, stpi) 17.06.24
A5 announced buyback, up to 33m shares (2.73%) under Bt100m budget from Jun 17 till Dec 16. Comment: On paper the numbers seem ok, but a sharebuyback at this valuation? …it’s not that cheap.. AWC sees no impact from the insolvency of FTI in Germany, projects strong OCC to continue in 2H, plans to open […]
Read More →Stocks in the news (a5, advanc, true, blc, delta, ggc, makro, cpaxt, mc, mint, human, peace, teamg, world) 21.06.23
A5’s 80 units 29 storey hi-end project, Tonson One Residence, under jv Capstone Asset begins transfer in 2Q, expects positive earnings momentum in 2H from Bt4.5b backlog, maintain launch plan total 4 projects worth Bt8b in 2H. Comment: Well…they launched/planned all these projects and deals right before covid…at a time of cheap capital, let’s see […]
Read More →Management Trades 22/05 – 26/05
Notable Transactions Buy(s) THB 381 bn Sell(s) THB 249 mn
Read More →Management Trades 16/05 – 20/05
Notable Transactions Buy(s) THB 758 mn GULF – Gobble gobble gobble. A5 – A director bought 3.5% shares from…? JMART – Earnings season is over and the family and founder are back to buying. Sell(s) THB 528 mn CHAYO – Just under 2% of shares sold by the CEO. ALL – Family dumping to ? […]
Read More →Management Trades 18/04 – 22/04
Notable Transactions Buy(s) THB 137 mn THG – Dr Boon still going 8alls to the wall with his purchases. Sell(s) THB 211 mn A5 – This director dumped 2% of total shares. RAM – Stock was pumped from 30 to 60 and then boom this “captain”/director sold his stake. KOOL – The MD has reduced […]
Read More →Management Trades 04/04 – 12/04
Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]
Read More →Management Trades 07/03 – 11/03
Notable Transactions Buy(s) THB 640 mn III – The logistic boys are just going to rock and roll. SPALI – The family still continues to buy back their shares in the market. SAWAD – Her stock has been hammered as the market is worried about slowing growth rates and NPLs, she doesn’t seem to think […]
Read More →