Notable Transactions Buy(s) THB 28 mn N/a Sell(s) THB 614 mn QTC – The tender offer is still in play, interesting that its @ ~thb 7/share but the stock is at 14… HMPRO – Must’ve been a block sale by this director.. IHL – More selling out of IHL, are things changing at this company […]
Read More →Notable Transactions Buy(s) THB 165 mn IHL – That’s a rather large chunk that this director took, must’ve been a block trade between the major shareholders AJ – This naughty name, just a switch of ownership between family members Sell(s) THB 76 mn AJ – See above
Read More →A Areeya expects 2H16 to launch 6 new projects in total worth Bt5.6bn. It will maintain its 2016 sales target of Bt10bn and expects revenue of Bt7bn. It will bid for a government housing project this week. (Kao Hoon, 20/07/16) Comment: It will be interesting to see the outcome of the government project work. Plus […]
Read More →Notable Transactions Buy(s) THB 86.6 mn CK – And the owner is back to buying shares BLAND – K. Anant has never sold any shares for as long as I can remember BDMS – A director buys more shares Sell(s) THB 1.1 bn BKD – The MD sells some 10% of total listed shares, to […]
Read More →Notable Transactions Buy(s) THB 285 mn BDMS – And he’s still continually buying shares AJ – For a moment I was quite curious what’s going on until I see its a shareswap Sell(s) THB 186 MN AJ – See above IHL – Second big sale here MAJOR – A first I think, I haven’t seen K. […]
Read More →Notable transactions Buy(s) THB 606 mn BDMS – Massive buying again! COL – Now this interesting, I’ve always wondered when or how this company will be able to be successful. Would Central Group shove its Lazada purchase into COL? PLANB – Their 1Q #’s were awful hence the ~20% drop in share price, but the […]
Read More →BR BR expects 2016 revenue growth OF 10-15% supported by recovery in sales in 2H16. It plans to develop a new project to increase its margin. It expects to conclude a JV in Hong Kong in 1-2 months which is a key to expanding to Indonesia. (Thun Hoon, 09/06/16) Comment: Cheap on valuations, so so […]
Read More →ADVANC ADVANC and TOT set to launch service under a joint trial – ADVANCED Info Service and TOT are expected to sign a contact signalling the launch of a joint-trial commercial service on the state agency’s 2.1 gigahertz spectrum shortly after the reauction of a 900 megahertz licence on Friday, Information and Communications Technology Minister […]
Read More →AOT AOT expects 2QFY16 earnings to peak backed by 197,913 flights (+9.4%) and 32.3mn passengers. It expects 389,272 flights in 1HFY16 (10.6% growth) and 61.2mn passengers. (Khao Hoon, 26/04/16) Comment: It’s just incredible, time to start a pool on when passengers hit 100 mn AQUA AQUA will pay dividend of 100% of profit with Bt900mn […]
Read More →BDMS BDMS sets 2018 revenue target to reach Bt100bn supported by foreign customers. In 2016, It budgets Bt6bn to renovate its hospital and buy medical equipment. (Khao Hoon, 22/04/16) Comment: Given the way that Prasert continues to buyback shares in BDMS he must have a lot of faith in the business’ ability to grow from […]
Read More →