Management Trades 17/07 – 21/07
Note: Earnings season is coming again and it’s going to be a quiet 4 weeks for management trades Notable Transactions Buy(s) THB 7 mn Sell(s) THB 127 mn
Read More →Tag: gift
Stocks in the news (cbg, egco, forth, gift, kjl, pr9, proud, sisb) 21.07.23
CBG: convenience store unit, CJ Express, postpone listing from prior schedule on 2H23 to next 1-2 years, Daily news. Comment: Ouch, does this imply that upcountry spending is far worse than we know? EGCO in collaboration with BoCo Rock Windfarm, a unit of Mitsubishi, to produce hydrogen from power plant with 113MW capacity. BoCo’s current […]
Read More →Management Trades 10/07 – 14/07
Notable Transactions Buy(s) THB 105 mn Sell(s) THB 113 mn
Read More →Stocks in the news (atp30, gift, iig, jkn, m, nusa, sa, sflex, tkn, wha) 12.07.23
ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]
Read More →Management Trades 12/06 – 16/06
Notable Transactions Buy(s) THB 186 mn Sell(s) THB 517 mn
Read More →Management Trades 29/05 – 02/06
Notable Transactions Buy(s) THB 179 mn Sell(s) THB 985 mn
Read More →Stocks in the news (ama, amata, biz, ccp, dtac, ea, gift, jmart, pttgc) 31.01.18
AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]
Read More →Management Trades 13/11-17/11
Notable Transactions Buy(s) THB 372 mn SPALI – A switch between the warrants and the underlying shares by the major shareholders GIFT – A drop in the share price led to the founder coming in strongly Sell(s) THB 369 mn SPALI – See above
Read More →Stocks in the news (aav, epco, epg, gift, samart, spa, thani, tse, vte) 03.10.17
AAV AAV is entering high season in 2H17. It says the number of Chinese tourists has picked up since August, lifting its load factor to 84%. It is purchase three new airplanes and will add routes from Don Mueng to Maldives, Jaipur and Tiruchirappalli. (Thun Hoon, 3/10/17) Comment: Still the best LCC player in Thailand […]
Read More →Stocks in the news (aj, bafs, fn, gift, gtb, gunkul, jubile, kool, mtls, nch, planb, rojna, susco, syntec) 13.03.17
AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]
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