Management Trades March 2015
Total Buy(s) THB 1 bn Total Sell(s) THB 5.3 bn Note: These transactions shown are the data points above THB 20 mn
Read More →Tag: rs
Stocks in the news (aav, asimar, cgd, cnt, cpf, dcon, demco, drt, glow, ichi, itd, jas, kbank, mbket, moong, ndr, pae, ptt, qtc, uac, rs, rwi, samart, mlink, sappe, tsi, uwc) 20.03.15
AAV China gives 85% load factor in 1Q15 – AAV reports that higher traffic from China remained the key driver to bring load factor to 85% in 1Q15. Management expects tourist sentiment towards traveling to Thailand to continue to improve over the remainder of the year despite the ongoing martial law. The Tourism Authority of […]
Read More →Management Trades 02/03 – 06/03
Notable Transactions Buy(s) THB 216 mn SIRI – Is SIRI coming back to life? CPF – A first major buy in CPF by a director for a number of years. RS – He’s still buying Sell(s) THB 1,022 mn ABC – The CEO sold/transferred ~7% all of shares at a price thats 25% below market […]
Read More →Management Trades – Feb ’15
Notable Transactions Buy(s) THB 7 bn BTS – A trade between father and son RS – Despite the company selling treasury shares the owner still continues to buy NBC – Involved in both NMG and NBC IFEC – A share swap between tnhe two major shareholders SYNTEC – This “smaller” construction co has been able […]
Read More →Stocks in the news (aav, ajd, cbg, cgh, dcon, erw, hmpro, pace, pttgc, rs, s, samart, sappe, sat, tk, tru) 26.02.15
AAV AAV’s net profit was Bt183mn in 2014, down 82% YoY, dragged down by weak operations in 1H14 from the political unrest. (Kao Hoon, 26/02/15) Thai AirAsia will open new route Bangkok-Burirum on April 2, its eighth route into the northeast of Thailand. Thai AirAsia will then cover all major cities in the northeast. It […]
Read More →Management Trades 09/02 – 13/02
Notable Transactions Buy(s) THB 6bn BTS – This is a share swap between father and son IFEC – I think this is party a share swap as well SYNTEC – This “mid size” construction co continues to grow in terms of backlog RS – Despite the firm selling its treasury shares, the owner continues to […]
Read More →Stocks in the news (aie, css, delta, ea, jas, lhbank, mfec, mk, ndr, pace, pae, rich, rs, sawad, synex, thai, true, tse, ttcl, ums, wha) 12.02.15
AIE AIE says it will conclude a business cooperation agreement with a new partner by 3Q15. (Khao Hoon, 12/2/15) CSS CSS talking with board to split par to Bt0.10. Its energy business is doing very well, thanks to a good partner, Prime, which holds a PPA for 200MW solar energy in Japan plus several projects […]
Read More →Management Trades 01/02 – 06/02
Notable Transactions Buy(s) THB 151 mn RS – The owner continues to buy back a substantial number of shares in his co, on the flipside they are selling treasury shares in the market during this year. Sell(s) THB 69 mn N/A
Read More →Stocks in the news (drt, dtac, ea, ichi, kc, ldc, match, oishi, ptt, rcl, richy, rs, samco, tsr) 13.01.15
DRT DRT expects sales this year to be better supported by the recovery in the construction material and real estate markets as the government continues to inject investment to help stimulate the economy. The company plans to launch new products and expand in markets at home and aboard. (Kao Hoon, 13/01/15) Comment: We do wonder […]
Read More →Management Trades – Dec ’14
Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]
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