September ’14 Mgmt Trades
Notable Transactions Buy(s) THB 848 mn Sell(s) THB 3.8 bn
Read More →Tag: ocean
Stocks in the news (ajd, aot, apco, bbl, bts, forth, mill, ocean, qtc, sena, scc, smart, tapa, tkt, true) 29.09.14
AJD AJD gets Bt300mn from issuing warrants. The company is studying setting up a subsidiary with a Chinese partner to develop a solar farm. It expects sharp net profit growth in 4Q14 as its set-top box market share is at 50%. It said the issue of 11mn set-top box coupons will push its set top […]
Read More →Management Trades 22/09 – 26/09
Notable Transactions Buy(s) THB 119mn IFEC – So this funny renewable energy company is actually worth something in the eyes of this Director RS – K. Surachai has been buying shares in RS non stop for the past 2 years SAM – The MD buys a relatively large stake (mkt cap is thb 2bn) in […]
Read More →Stocks in the news (aira, ajd, cen, hotpot, ifec, mega, n-park, ocean, perm, rwi, seaoil, true, uv, uwc) 08.09.14
AIRA AIRA setting up AIFUL JV in 2014 and has three acquisition deals coming up. It expects its brokerage business to generate higher net profit than 2013’s Bt90mn as trading volume has recovered. It maintains its 2014 market share target of 1.3-1.5% and expects asset of over Bt20bn in 2016. (Kao Hoon, 08/09/14) Comment: A […]
Read More →Management Trades – July 2013
Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]
Read More →Stocks in the news (bmcl, ccet, ci, cpall, erw, jas, ktc, ocean, pap) 18.07.14
BMCL MRTA to negotiate with BMCL on the Blue line extension work worth more than Bt100bn. The Governor of the MRTA said this would be more beneficial and effective than an auction and will help lower costs for both service centers and construction. (Kao Hoon, 18/07/14) Comment: BMCL’s stock price has been going through the […]
Read More →Management Trades 07/07 – 11/07
Notable Transactions Buy(s) THB 1.8 bn CGD – Family member buys a huge block stake, upcoming projects + REIT on the cards MC – Husband and wife seem to be splitting up, the wife will continue to run the show as she has done since the company’s inception. NWR – The owner still sees value […]
Read More →Stocks in the news (gold, kce, lh, ocean, solar, tisco, wha) 25.06.14
GOLD Golden Land cranks up outlook – GOLD has increased its housing sales and revenue forecasts by 36% and 16%, respectively, citing improved sentiment in the low-rise housing market. Saenphin Sukhee, managing director for residential development, said Golden Land raised its 2014 sales target to Bt3bn from Bt2.2bn earlier as housing demand in the low-rise […]
Read More →Stocks in the news (aav, ap, cgd, css, dtac, earth, ocean, lpn, pf, ptt, tsr) 17.06.14
AAV Thai AirAsia X: Maiden flight to Korea today. CEO says it has a load factor of 100% and 80% of them booked three months age. It will begin flights to Tokyo and Osaka early next month and is confident that the Thai political scene is not a problem. (Khao Hoon, 17/06/14) Comment: AAV – […]
Read More →Stocks in the news (ajd, bec, bkd, ktb, ocean, scc, spcg, tae, thai, tsr, vibha) 02.06.14
AJD AJD maintains triple revenue growth in 2014. It is confident it will be in the black in 2Q14 with higher revenue supported by seasonality. It will book revenue from set top box sales in 3Q14 and is aiming to do a joint venture with a Chinese company to access the game market this quarter. […]
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