Notable Transactions: Buy(s): CPF – Vice President and Board member accumulates additional shares RS – This piqued my curiousity, THB 300 mn purchase by the owner SIRI – The president simply transfers shares into his own name Sell(s): BGH – President offloads THB 100 mn PSAAP – Director offloads a clean THB 40 mn SPI – […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →Notable Transactions Buy(s) MINT – The owner puts in a massive public bet on his company at THB 2.99 bn Sell(s): BGH – A director and major shareholder sells a massive stake @ THB 1.4 bn to “institutional investors” in other words, shareholder battle is over. SPCG – A director sells off THB 75 mn […]
Read More →Notable transactions: Buy(s): BGH – The president still continues to accumulate shares. Sell(s): Sorkon – A family member/director sells off THb 99mn worth of shares. I have a feeling that they are just switching from right pocket to left pocket, won’t be surprised to see more liquidity coming into this stock.
Read More →Notable transactions Buy(s): BGH – The President continues his accumulation of shares, he started since around THB 80/share BTS – Now this is interesting, whilst the VGI listing is a good sentiment boost for the stock, I’m thinking aloud that it may be the potential of an infrastructure fund that may be the reason behind […]
Read More →Notable Transactions Buy(s): BGH – This has been the story of the year with the President continuing to buy shares PS – Preuksa was the most affected property company last year because of the floods but they have rebounded quite well despite difficulties. Owner buys THB 148 mn TVO – Director of the company accumulates […]
Read More →Notable Transactions Buy(s): BGH – The President is back to buying more shares in his co, another THB 100 mn BJC – Massive buying here by the family, THB 600 mn Sell(s): No one specific company sticks out but there were several sellers, if management/directors/owners are thinking its time to take some slight profit shouldn’t […]
Read More →Notable Transactions Buy: BLAND – I’ve stated many a time that K. Anant normally buys below 0.80 and sells above it, but over the past week he’s been accumulating shares in a strong way, and it doesn’t look to slowing down at all, BLAND may be worth a closer look at this point given how […]
Read More →Notable transactions: Buys: GLAND – Massive off the market transaction here with 3.5% of the company’s shares being bought by two of the directors. Fyi GLAND is developing a huge project (condominium and offices) on Rama XI next to the new Central Rama XI shopping mall RS – K. Surachai the CEO, VP and MD […]
Read More →Lots of buying in the past week! Notable transactions: Buy: BLAND – K. Anant is having a good time yet again with his stock price, watch him keep buying and then sell about 0.70 again. ERW – A company I think is stupid cheaply on an NAV basis (Bt. 5.5/share is our estimate) but until […]
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