Notable Transactions Buy(s) THB 598 mn BIG – Some THB 160 mn bought by the two founders, a block purchase perhaps? BA – And he continues to buy and buy and buy BROOK – Hmmm BROOK … hmmm SPALI – Typically whenever you see this family buying back their shares in SPALI, implies a very […]
Read More →Notable Transactions Buy(s) THB 441 mn TK – Just looks like a switch amongst family members, preparing for the inheritance tax perhaps? A lot of these trades have been happening. BDMS – And he’s still buying! Sell(s) THB 746 mn EA – Why would he sell now? TK – See above PSTC – Quite something […]
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 314mn BDMS – And he’s still buying shares WHA – The (ex) husband and wife team continue to buy back shares in WHA, everyone knows that 2016 will be an amazing year for EPS growth but going forward a lot is still up in the air IFEC – First time in […]
Read More →AOT AOT’s board has approved a computerized passenger-screening system at its six international airports on December 1. International passengers will be charged for this. It expects this to increase revenue by Bt120mn. (Khao Hoon, 23/09/15) BDMS BDMS expects 2015 revenue to grow 12% as targeted. It has a goal of 50 operating hospitals. It plans […]
Read More →AOT AOT expects 2015 net profit of Bt15bn (+22%) backed by growth in low cost airlines and increase of 10mn passengers. (Khao Hoon, 16/09/18) Comment: And the most expensive airline stock in the world continues growing & growing, what capacity issue? BDMS BDMS expects 2H15 earnings to be good on seasonality and more patients from […]
Read More →Notable Transactions Buy(s) THB 400 mn EARTH – What is going on with EARTH’s shares? They seem to constantly be transacting left pocket to right pocket, are the owners using their shares as equity financing? We believe so, can’t prove it, but they seem to be taking a hit if so. MALEE – Looks like […]
Read More →BCH Mid-east investor interested in BCH shares as it is a small-cap with strong fundamentals. It expects this deal to expand customers from the Middle East. (Thun Hoon, 04/09/15) Comment: A mini BH in the making perhaps? BDMS BDMS reports that G. Wasupol Co Ltd has transferred its business to BDMS. It plans to add […]
Read More →ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]
Read More →ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]
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