Notable transaction(s) Buy(s): THB 43mn BGH – No surprise here, I’m still thinking 200+  Sell(s): THB 268mn AIT – A director decides to take profit, stock has been on a tear over the past 1.5 months PLE – Chairman and Vice Chairman sold off a substantial portion, haven’t seen any news regarding this SCC – […]

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Notable Transactions Buy(s) – THB 165mn BGH – Directors buy another thb 30 mn worth of shares, I’m still thinking 200+ BLA – Stock had fallen out of love for the past month, however the underlying business still seems to be growing strongly SIRI – Same story as before…K. Srettha here is merely swapping shares […]

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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 […]

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BCH – WMC opening soon — BCH will open its high-end World Medical Centre (WMC) in Chaeng Wattana. The hospital is expected to attract higher premium and international patients. Phase 1 will consist of 150 hospital beds before its grand opening of 324 beds. BCH expects revenues to grow by 25% this year, as it […]

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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 […]

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Notable Transactions: Buy(s) BGH – A group of major shareholders/management/directors purchase over THB 45 mn ERW – A family member/director purchases a combination of the stock and the warrant TVD – The CEO purchases THB 16 mn Sell(s) EMC – K. Chanachai, a well known stock punter, offloads shares in his co IHL – A […]

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BAY Japan company wins bid for BAY — Japan’s Mitsubishi UFJ Financial Group Inc won the BAY’s bid from GE Capital International Holding Corporation. BAY will announce the official result to the SET on Dec 26, 2012. (Khao Hoon, 24/12/12) Comment: I can believe this story far more than any of the Malaysian bank rumours, […]

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