Tag: chg

Aug19 0

Stocks in the news (aav, asp, bcp, ccn, chg, ktc, mill, mint, mjd, mti, pstc, tse, wave, rs, tk, trt, umi) 19.08.14

Posted by Pon

AAV AirAsiaGo taps booming middle class – AirAsiaGo, one of Asia’s fast-growing online travel portals, is expediting its expansion in Thailand to catch in on the trend for online travel booking. Yesterday’s announced launch of a US$10mn technology platform, engineered by travel technology giant Expedia, will be instrumental to its aggressive growth plan. (Bangkok Post, […]

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Jul25 0

9 Thai firms on Forbes ‘best’ list

Posted by Pon

Here are my thoughts on the above names: Asian Insulators (AI): The recovery in their earnings over the past 3 years have been outstanding, +300% in 2012, +36% last year and 1Q14 was already up +30%. Chularat Hospital (CHG): Potential takeover target for BGH and still a decent performer in the hospital sector Dcon Products […]

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Jan03 0

Stocks in the news (ai, chg, ck, ptt, singer, ticon, trt) 03.01.14

Posted by Pon

AI Huge extra income in 4Q13 — AI will book extraordinary income of more than Bt1bn in 4Q13 from AIE’s IPO. It also said that 2014 will be an uptrend for the insulator manufacturing and engineering business. AIE will be listed in the MAI on Jan 6. (Khao Hoon, 03/01/14) Comment: Punters rejoice! CHG CHG […]

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Dec04 0

November Management Trades

Posted by Pon

Of things to note are the huge buy back by BGH’s main doctor Dr. Prasert @ THB 1.8bn and K. Keeree repurchasing shares of BTS, on the flip side its funny to see the majority of MEGA’s family shareholders selling out on IPO day.   Note: For the monthly trades, we’ve decided to scale to […]

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Nov25 0

Management Trades 18/11 – 22/11

Posted by Pon

Notable Transactions Buy(s) THB 403 mn BGH – Dr. Praserttttttttttttttttttttt still buying THB 389 mn worth of shares Sell(s) THB 110 mn ARROW – The CEO sells THB 60 mn ? hmmm there isn’t enough liquidity for him to do that in day, who’s the buyer here? CHG – K. Apirum is still selling shares, we’ve […]

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Oct21 0

Management Trades 14/10 – 18/10

Posted by Pon

Notable Transactions Buy(s) THB 341 mn BGH – K. Prasert, director and one of the founders of BGH, has continued to buy back a lot of his shares, THB 291 mn IFEC – Looks like K. Narong is selling out to a new shareholder   Sell(s) THB 97 mn CHG – Again the selling continues […]

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Oct12 0

September 2013 Management Trades

Posted by Pon

Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]

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Oct07 0

Management Trades 30/09 – 04/10

Posted by Pon

Notable Transactions Buy(s) THB 164 mn BGH – The Director and one of the major shareholders buys a huge amount @ THB 116 mn Sell(s) THB 143 mn BLA – K. Chai has been selling BLA constantly at these levels CHG – Again more directors selling GC – Former director resigns and sells THB 41 […]

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Sep30 0

Management Trades 23/09 – 27/09

Posted by Pon

Notable Transactions Buy(s) THB 1 bn POST – The Chairman and Director both buy THB 41 mn shares TFD – A huge buy by the Exec Chairman @ THB 834 mn done via a combination of shares and warrants. Pre this he held 24% of the co, this should bump him up to 32% (excl […]

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Sep30 0

Stocks in the news (chg, cpf, cth, mcot, scc, sena, tta) 27/09/13

Posted by Pon

CHG Lots of cash, plans to buy hospitals — CHG currently has over Bt390mn cash in hand and plans to acquire 1-2 new hospitals. Its revenue and profit are expected to grow at 20%. (Khao Hoon, 26/09/13) Comment: Still curious about the management share sales, which have been substantial, first thoughts go to BGH buying […]

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