Mgmt Trades 17/03 – 21/03
Notable Transactions Buy(s) THB 45.6 mn EFORL – This company does have a storied history, perhaps there’s something finally positive happening here? Sell(s) THB 46.8 mn CPF – A sell by of the main directors
Read More →Tag: cpf
Stocks in the news (cpf, drt, jmart, major, nwr, ptt, siri) 12.03.14
CPF CPF finds a way to use used vegetable oil to produce Biodiesel B100 in its Saraburi plant. This will help lower its dependence on diesel imports by 1 million liters per year and lower energy costs plus help break the cycle of repeat use frying oil that can cause harm to consumers. (Khao Hoon, […]
Read More →Stocks in the news (bcp, bts, ck, cpf, csl, loxley, ptt, qh, samart, thai, thcom, thbev, wha) 27.02.14
BCP BCP aims at EBITDA of Bt25bn in 2020, brought by a focus on projects with 15% IRR. It expects 2014 EBITDA of over Bt10bn, supported by solar farms. (Khao Hoon, 27/2/14) Bangchak to issue up to Bt8bn in bonds — BCP will issue Bt50-8bn worth of debentures in the second quarter of the year […]
Read More →Stocks in the news (bec, cgs, cpf, ea, ktb, nok, sithai, stec) 05.02.14
BEC BEC confirms no need to raise capital after won three channels in the digital TV bidding because it has enough money and it a large amount of content. It expects no need for huge investment and expects a profit in 2014. (Khao Hoon, 5/2/14) Comment: BEC does have a clean balance sheet but it […]
Read More →Stock in the news 29.01.14 (AGE, AIT, AOT, CPF, EA, SENA, TRC)
AGE AGE to invest in a 9MW biomass power plant, a new line for its business. It is confident the biomass plant will bring in revenues of no less than Bt200mn per year. Coal sales for 2014 are to exceed 3mn tons this year, driven by strong demand from clients abroad. (Khao Hoon, 29/01/14) Comment: […]
Read More →Stocks in the news (amata, cpf, csl, mono, tuf) 17.01.14
AMATA Setting up REIT — AMATA’s board has given the green light for the company to set up a REIT worth Bt4.750bn. AMATA aims to inject 76 factories with a total leasable area of 136,434.52 sqm, along with 12 new factories with 24.144 sqm that is currently under construction. (Khao Hoon, 17/01/14) Comment: Finally AMATA […]
Read More →Stocks in the news (ap, beauty, cpf, gfpt, samart, ticon) 13.01.14
AP TRIS has rated AP’s Bt1.5bn debenture at A- reflecting strong business position, many varieties of product line, and backlog which supports revenue in the future. (Khao Hoon, 13/1/14) Comment: Had a good discussion with friends about AP, they seem to be limited on the management side to constantly expand their business and thus the […]
Read More →Stocks in the news (cpf, rojna, synex, tta, wha) 10.01.14
CPF CPF buys Belgian food processor – SET-listed Charoen Pokphand Foods Plc plans to acquire a food operation in Belgium as part of its attempt to expand food investment abroad. Through its 99.99% owned holding firm CPF Europe SA, the company will next month pay Bt408mn for 80% of Tops Foods NV. The Belgian maker […]
Read More →Dec ’13 Management Trades
As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →Stocks in the news (amata, bbl, cpf, global, glow, ps, wha) 06.01.14
AMATA AMATA land sales for 2013 ended at 1,000 rai. In 2014, it plans to focus more on land sales abroad, especially in Vietnam, to avoid the political turmoil in Thailand. It said that 3-4 customers are already waiting to sign a deal. (Khao Hoon, 06/01/13) Comments: AMATA’s business model is very simple, land sales, […]
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