Management Trades 04/12 – 08/12
Notable Transactions Buy(s) THB 99 mn Sell(s) THB 58 mn
Read More →Tag: ait
Stocks in the news (cgd, cpw, dreit, dtac, ilink, ait, lpn, tipco, top) 30.07.21
CGD: major holder, Tommy Taechaubol, cuts holding by 0.8952% to 4.7957% of total outstanding on Monday CPW in talk to buy mobile retailer, IBIZ Plus, expects to spend less than Bt1b on deal, plans to wrap up within Oct, firms on 20% revenue growth target. DREIT reports net loss Bt56m vs Bt26m np 2Q20, pays […]
Read More →Stocks in the news (aj, gulf, intuch, hmpro, rjh, simat, alt, ait, loxley, stark, tidlor) 19.04.21
AJ: local fund, BBLAM, bought big-lot 20m shares from management, sees growth potential from packaging business & upside from JV packaging unit with SCC in Vietnam. Comment: And that explains the big sale. BBLAM typically has done quite well with these type of positions. GULF to tender for INTUCH at Bt65 (last done Bt58.5) after […]
Read More →Management Trades 23/03 – 27/03
Another week of massive insider buying Notable Transactions Buy(s) ROJNA – Just wow. Haven’t seen action in ROJNA for years SUPER – Perhaps this is worth a closer look given the continuous buying by the MD/President TFG – He buys his own shares back at all price ranges for the past few years Sell(s) AIT […]
Read More →Stocks in the news (ait, aot, gfpt, mbk, sgp, spali) 18.10.19
AIT wins digital ticket pj from State Railway authority worth Bt920m. Comment: And IT co’s continue to win projects AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj. Comment: Well […]
Read More →Stocks in the news (ait, ggc, sat, sc, singer, wice, wp) 06.09.19
AIT revised up FY19 revenue target to Bt7b from Bt5b after clinched Bt3b 1H19, Bt9b backlog to realize till FY21, expects to win additional BB & core network replacement projects from current Bt2b bidding. Comment: So perhaps the entire IT sector shall recover again GGC upbeats 2H earnings from larger client base and wider use […]
Read More →Stocks in the news (ait, atp30, bcpg, hmpro, icn, mbk, ner, plat, psh, pttgc, sgp, trc) 08.11.18
AIT AIT reported 3Q18 earnings of Bt61.8mn, -50%YoY. It expects revenue to drop and costs to stabilize next year. Backlog is Bt2.2bn. It is bidding for new projects to raise backlog. (Kao Hoon, 8/11/18) Comment: The traditional IT sector in Thailand has been dead ever since the military came in. ATP30 ATP30 reported 3M18 earnings […]
Read More →Stocks in the news (advanc, age, ait, drt, fte, gunkul, hmpro, jas) 08.06.18
ADVANC ADVANC opened up its AIS Next G service to run on all makes of Android smartphones. The company’s Next G app allows the company to penetrate 15 million Android smartphone users. The company expects revenue to grow 7-8% this year. (Kao Hoon, 8/6/18) AGE AGE expects operations to be good in 2Q18 as coal […]
Read More →Stocks in the news (ait, ama, atp30, ck, cpt, egco, epg, icn, sgp, siri, tcap, tks, toa tog, top, tu, wph) 10.05.18
AIT AIT reported a 1Q18 net profit of Bt67mn, down 49.4% YoY. Its backlog of Bt3.1bn will be mostly booked this year. It targets 2018 revenue to grow 10% to achieve Bt6bn. (Khao Hoon, 10/5/18) Comment: It has been a difficult period for the IT players since the military took over. AMA AMA will add […]
Read More →Stocks in the news (ait, aot, asap, ck, forth, ktis, plat, ptg, super) 09.03.18
AIT AIT targets 2018 revenue at Bt6bn, implying a growth of 20% from last year. It plans to join the bidding for both government and private sector projects. It says the competition in the industry is still intense this year and it will focus on high margin projects. It will join the bidding for system […]
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