Management Trades 22/01 – 22/06
Notable Transactions Buy(s) THB 147 mn Sell(s) THB 7 mn
Read More →Tag: so
Stocks in the news (aeonts, rt, siri, so) 10.08.21
AEONTS sees positive momentum on advanced cash withdrawal, mulls tap in digital lending to expand coverage, expects loan growth continue to expand over next 2 years from partnership with HUMAN & BTS. Comment: And as long as the customers that have withdrawn the cash are just paying interest, then they’ll be able to recognise these […]
Read More →Management Trades 15/03 – 19/03
Notable Transactions Buy(s) THB 9.8 bn BJC – And the family continues to adjust their corporate holdings ACG – I’m assuming its the same as what’s occurring in BJC, i.e. a switch in family holding structure from personal to corporate. The company is a Honda automotive distributor. SO – The CEO and CFO bought up […]
Read More →Stocks in the news (amata, chayo, epg, kiat, post, samart, sawad, seafco, so, tvo, nrf, cpall) 15.10.20
AMATA anticipates 2H earnings recovery HoH from improved recurring income and utility sales from IE as activities increase posted reopen, upbeats L-T outlook from increasing production base relocation and diversify land portfolio across CLMV. Comment: They wish that they were as clever/aggressive as WHA to expand into recurring income businesses CHAYO estimate asset management subsidiary, […]
Read More →Stocks in the news (alt, auct, bam, bbl, bol, jmart, nyt, rbf, so, tk, whaup) 14.10.20
ALT upbeats future earnings after branching out from telcos network infra business to traffic management software, sees increasing demand for automatic number plate recognition for parking-lot & traffic monitoring, eyes 500 licenses sold by end of 1H21. AUCT anticipates solid 4Q after raised entry fee on vehicles enter the auction from Bt8k to 9k/unit, improved […]
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