Notable Transactions Buy(s) AH – Founder continues to buy up more shares, this time THB 43 mn BGH – Same story THB 200 is coming GFM – Now this interesting a THB 70 mn purchase buy two directors, must’ve been off market as there usually is barely any liquidity here. POST – Major shareholder and […]
Read More →Notable Transactions Buy(s): AH – More buying by the founder post their JV announcement JUTHA – Just like TTA and PSL this stock is trading stupidly cheap, no surprise to the MD buy THB 30 mn shares, however I am curious about the sudden spike in the stock price since his purchase… TTA – TTA has […]
Read More →AH Aapico enters parts venture — Sumino Kogyo Co, the Japanese supplier of Mazda Corporation, will enter a Bt600mn joint venture with AH to make precision-press welding parts in Thailand. The JV will set up a factory in Chonburi’s Amata Nakorn Industrial Estate, with full operations nearly next year. Sumino will hold 51% and AH […]
Read More →Notable Transactions Buy(s) AH – The owner has been buying up his shares all of this year . Ticon – Lots of buying happening here , are REIT’s the reason for this? Does beg the question as to why management and founders weren’t buying their own shares when the stock was low mid-teen’s. Tpipl – […]
Read More →Notable Transactions Buy(s) – THB 639 mn AH – The owner has been buying the whole month BANPU – We still don’t like Banpu @ this value..still think its worth 20-30% less BGH – Odd transaction with both parties on buy/sell BLAND – K. Ananttttttttttttttttttttttttttt! PF – Owner and management buy big stakes and have […]
Read More →Notable transactions Buy(s): AH – Lagger in the auto sector BLAND – K. Ananttttttttttttttttttttttttt! Sell(s): BTS – Warrant’s sold off by the owner, we still think the stock has legs to run though. Ticon – Ticon’s stock price rallied up a fair bit last week on the back of news that 2012 would be its […]
Read More →Notable Transactions: Buy(s): THB 100 mn AH – The Chairman/CEO decides to acquire some shares, AH has been a massive underperformer versus SAT, this was as a result from the past issues with it bought KPN Auto back in 07/08 BANPU – Major shareholder decides to accumulate more shares BGH – This stock price continues […]
Read More →Slightly skewed data given that this time last year the floods were all over Thailand and coming towards BKK but still, sales up 233% up to 142,839 units, the details are as follows: Passenger cars accounted for 72,211 units, up 263.7 per cent Commercial vehicles which include 1-tonne pickups stood at 70,628 units or up […]
Read More →Thailand’s domestic automobile sales in June 2012 rose by 76%yoy to 123,471 units, increasing 6% from May 2012, marking the highest level in the history of the industry here. Simply a recovery from the floods last year combined with the first-car buyer incentive scheme. Who benefits? SAT, AH, STANLY are the names we’ve mentioned here […]
Read More →Toyota Thailand just published its latest industry findings in Thailand and boom! Car sales up a whopping 108 % YoY. Which listed co’s here benefit from this? SAT, STANLY, AH to name a few. May Apr Mar Feb Jan Dec Units 115,943 87,788 110,928 90,461 42,873 54,575 Y/Y pct +107.6 +30.5 +19.3 +17.2 +11.5 -41.4 […]
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