Notable Transactions Buy(s) THB 422 mn GEN – The CEO, becomes the largest shareholder increasing his stake by +15%. NATION – There’s a new major shareholder in town at this fledging paper. SPALI – Husband & wife keep buying. SUPER – CEO keeps buying, he’s been doing so non-stop for years. Sell(s) THB 70 mn […]
Read More →Notable Transactions Buy(s) THB 49.6 mn GEN – Let’s see what happens here, looks like a new business/contract may come into this company, why else would he be buying so many shares in a poorly performing company? Sell(s) THB 121.5 mn HUMAN – Sale to local funds, now will it follow the path of BEAUTY […]
Read More →Notable Transactions Buy(s) GEL – A turnaround story if the company receives new civil construction works. Perhaps the Chairman of the ExCom knows something if he buys nearly THB 70 mn worth of shares Sell(s) BGH – A major sell by K. Wichai (however he did just receive a transfer of 50 mn shares)
Read More →ANAN ANAN expects to report Bt1.5bn in revenues in 1Q14, a 50% increase YoY, supported by booking revenue from its condo, Ideo Mobi 4. (Khao Hoon, 17/03/14) AOT Phase 2 to move as planned — AOT says that Phase 2 of Suvarnabhumi airport worth Bt62.50bn will go as planned. It will draft the TOR this […]
Read More →BKD Gets job in Saudi Arabia — BKD will partner with a Saudi Arabian partner for an interior decorating job in a hotel worth Bt1bn. It targets revenue growth in 2014 of 15% YoY after missing target of Bt1bn in 2013 due to a delay in construction work. It plans to bid for new projects […]
Read More →CPALL To issue bonds — CPALL has boosted its bond issue for institutional and retail investors to Bt50bn from Bt40bn in response to strong demand. (Khao Hoon, 4/11/13) Comment: Only positive out of this is that brokers can stop passing rumours around of a potential high FX Cost with the dollar loans. GEN GEN acquires […]
Read More →BGH Starts special promotion — BGH is to launch a “Perfect Diamond Young Fit Club” card targeting customers of over 60 years of age. It is confident that it will grow by 10% and confirms that it will open 10 new hospitals this year. (Khao Hoon, 10/09/13) Comment: A lot of investors have been disappointed […]
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