Notable Transactions Buy(s) THB 562 mn JMART – The Founder is still buying up shares, another THB 100 mn. RAM – The MD and a Director want to join in the party of the upcoming stock split? SPALI – Family members continue to buy shares in their co. HEMP – The CEO buys shares (from?) […]
Read More →Notable Transactions Buy(s) THB 193 mn JMART – And he’s still buying shares in the market. Sell(s) THB 3bn RBF – Founders selling part of their stake to TU.
Read More →Notable Transactions Buy(s) THB 202 mn JMART – And he’s still buying shares in the market. Some say he’s artificially supporting the share price, others say he believes in the potential of the group. XPG – The Chairman subscribed via the RO. Sell(s) THB 263 mn TEAMG – Sale by the founders/shareholders to SCC. PPM […]
Read More →Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
Read More →GUNKUL reaffirms Bt10b revenue target this year, +20% yoy, expects to sign Bt700m new contract, boosting backlog to Bt9.6b, sets 3-year capex at Bt20b to boost capacity, mulls investment in hemp business and Built2Suit. GUNKUL target FY21 revenue growth >20% yoy from larger power portfolio, Bt3b out of Bt9.6b EPC backlog to transfer this year, […]
Read More →AMATAV sees better 2H on plan to transfer 300 rai of land in Halong IE Vietnam, while keeping 430 rai land sales target this year. Comment: Their efforts in Vietnam have been rubbish compared to the other players (domestic and international) APCS firms on 40% FY21 revenue growth target >Bt3b supported by strong demand for […]
Read More →AEC: name change to Beyond Securities Pcl, ticker change to BYD, warrant (AEC-W6) ticker change to BYD-W6 effective Monday. Comment: This firm has been on the market for sale for a year. BLA expects to report solid 2Q from higher premium on health insurance sales via bancassurance, investment gains & lower provision yoy, Tabloid. GPSC […]
Read More →Notable Transactions Buy(s) THB 7.3 bn OSP – Left pocket right pocket, though I think the seller is probably going to build a massive art gallery after receiving this pile of cash. MJD – Largest shareholder in the family here takes another ~3% of the shares, way below market price. JMART – And boom the […]
Read More →AMATA sets 950 rais domestic land sales target this year, 700-800 rais in Vietnam, growth will be supported by Bt1,813m backlog, sets Bt4-5b capex. Comment: When has AMATA ever achieved anything? I’ve been following them since 2004, and nothing has changed. Treat it like the dinosaur it is, when the share price drops for whatever […]
Read More →Notable Transactions Buy(s) THB 714 mn JMART – We were surprised to see this massive buying back by the founder, but also quite happy about it too :p EA – A switch between personal and corporate holdings MPG – Looks like a back door is happening here. BEM – A director buys a share amount […]
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