Notable Transactions Buy(s) THB 463 mn BA – And he continues to buy and buy and buy and buy SAM – Seems to be a trade between shareholders DCORP – A first time to see this name on the management buy list, perhaps worth a look. IFEC – Same as SAM, never cared for IFEC, […]
Read More →Notable Transactions Buy(s) THB 552MN BA – And he continues to buy, in this environment perhaps it is the safest option. TU – Looks like the owner doesn’t care about the botched M&A deal Sell(s) THB 608 MN KCE – I think this is a switch of shares between father and son DIMET – Quite […]
Read More →Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
Read More →Notable Transactions As a quick comment – these past two weeks have seen more management buying across the board than I’ve seen in the past 12 months, however it still is relatively small in total value terms Buy(s) THB 347 mn BA – And he continues to buy and buy and buy NSI – It’s […]
Read More →And the top 10 wealthiest list is out for the year with Prasert of BDMS and BA still holding the top spot, interesting to see that MK Restaurant group has been able to breach the top 10. Source: Bangkok Post
Read More →Notable Transactions Buy(s) THB 1 bn BA – And the owner is still at it buying his shares, given that he’s had an average purchase price of some ~thb 20/share he appears to be doing quite well DCORP – Huge purchases by the chairman and the vice-chairman to the tune of a sweet + THB […]
Read More →Notable Transactions Buy(s) THB 396 mn BA – And he’s back to buying BA shares! RS – He continues to buy back shares left right and center WHA – This country is called amazing Thailand, and the thai stock market is no different, the reason for WHA’s decline was because of rumours that a major […]
Read More →Names today: arrow, ba, big, com7, irpc, kcm, lit, nusa, spa, synex, syntec, thcom, tog, tpipl ARROW ARROW expects 3Q15 earnings to be good backed by expansion of industry and government investment. It expects this to raise 2015 net profit to Bt248mn (+32%). (Khao Hoon, 19/10/15) Comment: One of the few companies that have consistently shown […]
Read More →AAV AAV will pay its first ever dividend at Bt0.10/share, XD on September 14, paid on September 29. It expects 3Q15 earnings to be better on the back of recovery in tourists and lower oil price. It plans to open a new route soon. It expects 4Q15 earnings to peak thanks to seasonality. (Thun Hoon, […]
Read More →ASIMAR ASIMAR says it is looking for a partner. It targets 2015 revenue of 15-20% as it expects to get two more jobs in 3Q15-4Q15. It expects to book revenue from two Cambodian ships. It plans to focus on ship maintenance jobs to increase margin from 10-30% to 50%. (Thun Hoon, 24/08/15) Comment: ASIMAR has been looking […]
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