A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →Notable Transactions Buy(s) THB 86.6 mn CK – And the owner is back to buying shares BLAND – K. Anant has never sold any shares for as long as I can remember BDMS – A director buys more shares Sell(s) THB 1.1 bn BKD – The MD sells some 10% of total listed shares, to […]
Read More →Notable Transactions Buy(s) THB 285 mn BDMS – And he’s still continually buying shares AJ – For a moment I was quite curious what’s going on until I see its a shareswap Sell(s) THB 186 MN AJ – See above IHL – Second big sale here MAJOR – A first I think, I haven’t seen K. […]
Read More →Notable transactions Buy(s) THB 606 mn BDMS – Massive buying again! COL – Now this interesting, I’ve always wondered when or how this company will be able to be successful. Would Central Group shove its Lazada purchase into COL? PLANB – Their 1Q #’s were awful hence the ~20% drop in share price, but the […]
Read More →Notable Transactions Buy(s) THB 509 mn BDMS – He’s still buying shares, this time another 0.2% worth of shares or THB 432 mn EARTH – The CEO buys back THB 47 mn worth of shares, must’ve been an off the market trade Sell(s) THB 133 mn MACO – A confirmation of the sale to VGI
Read More →Hospital stocks in Thailand are now trading at nosebleed levels with the sector average at ~50x PE, but what I’ve learnt from the past, just because a company has a high PE doesn’t mean you should ignore it if the compounded growth potential is there. Here are some snippets and the link to the rest […]
Read More →Notable Transactions Buy(s) THB 377.2mn BDMS – And he’s still buying! VNG – There’s been a lot of buyback by management here over the past few weeks. 200 MW in bio mass a definitive go? Sell(s) THB 111.4mn MAX – Looks like the attempt to do the reverse takeover has completely failed.
Read More →Notable Transactions Buy(s) – THB 344 mn BDMS – And he’s still buying ! This time another THB 279 mn worth of shares IFEC – Well they seem to trying to turn this into a “buy whatever we can” company Sell(s) – THB 994 mn JWD – Already in the news that this was a […]
Read More →BDMS BDMS sets 2018 revenue target to reach Bt100bn supported by foreign customers. In 2016, It budgets Bt6bn to renovate its hospital and buy medical equipment. (Khao Hoon, 22/04/16) Comment: Given the way that Prasert continues to buyback shares in BDMS he must have a lot of faith in the business’ ability to grow from […]
Read More →Notable Transactions Buy(s) THB 465 mn BDMS – And Prasert is still buying up shares in the market (3 years straight now) and this time another director has joined in on the share purchase ICC – Looks to be a swap between two directors Sell(s) THB 130 mn ICC – See above
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