Management Trades 03/01 – 05/01
Notable Transactions Buy(s) THB 41 mn RS – And he’s still buying at these levels… Sell(s) THB 22 mn N/A
Read More →Tag: rs
Stocks in the news (bcpg, bts, dtac, fn, global, jwd, rs, vcom, whaup) 08.01.18
BCPG BCPG will generate 53MW electricity in 2018 from power plants in both Thailand and Japan. It estimates 2018 investment budget of Bt4bn to develop projects and plans to focus on green energy investment project in Asia and Australia. It projects earnings to grow by 15% annually in 2018-2022. It also plans to conduct a […]
Read More →Management Trades 04/12 – 08/12
Notable Transactions Buy(s) THB 253 mn GULF – Massive block sale by the owner, and why not it’s nothing compared to the size of the company RS – He really believes in his shift to cosmetics by the look of this purchase. Sell(s) THB 3.2 bn GULF – I’m guessing he’s just giving the image […]
Read More →FTSE SET Index Series Semi-Annual Review
Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN Date to be applied : 15th Dec Effective: Monday, 18th Dec
Read More →Stocks in the news (amata, amatav, bcpg, ea, ptt, rs, scn, siri, thcom, tta) 28.11.17
AMATA AMATA is going to budget Bt1bn to buy more land in EEC area and plans to raise utilities prices, which will lead 2018 revenue up from this year. It believes 2017 revenue will reach target after achieving Bt3.94bn revenue in 9M17. It currently has backlog of Bt1.96bn and will gradually book revenue from Thai-Chinese […]
Read More →Management Trades 20/11 – 24/11
Notable transactions Buy(s) THB 212 mn FC – Funny moves in this company, underperforming across the board and strange price movements, a cap increase is on the cards. RS – And he’s still buying at these levels, I can only imagine that he’s dreaming of combining the valuations of BEAUTY and WORK into RS Sell(s) […]
Read More →Stocks in the news (banpu, bcpg, bm, epco, gpsc, mc, pace, plat, rs, true) 16.11.17
BANPU BANPU has an investment opportunity in the natural gas business and is expanding its solar rooftop, with a goal of increasing production to 300 MW in 2020. It also plans to list subsidiary BANPU Infinergy. It expects 2017 revenue of at least Bt85bn and reports coal price has increased to US$70 per ton. (Thun […]
Read More →Stocks in the news (cbg, com7, hmpro, kiat, ktb, ktc, nusa, rs, rvd, vgi) 01.11.17
CBG CBG is talking with new partners to further its intention to increase revenue from overseas and raise 2017 revenue proportion from overseas to 50% of total sales. It expects 2018 sales to make a new high after seeing signals of a strong economic recovery and continuous overseas market expansion. It also said that sales […]
Read More →Stocks in the news (age, asefa, ete, mc, planet, rs, seafco, siri, sq) 12.10.17
AGE AGE set up subsidiary “AGE Marine Logistics” for its water transport logistics business. It currently has eight ships and targets revenue proportion from this business of 2% in the first year. It plans to order four more vessels, bringing its total to ten in 2018. It says that revenue from this business is sustainable […]
Read More →Stocks in the news (lph, mint, mono, mtls, rs, samtel, tog, irpc, tvt, vte) 27.09.17
LPH LPH believes 2017 revenue growth will reach target of 10-15%, as it enters high season in 2H17. It is booking more revenue from social security and it also expects to have more people getting health insurance since they can now deduct health insurance premiums. It plans to increase clients from expatriates and to open […]
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