Management Trades 17/06 – 21/06
Notable Transactions Buy(s) THB 790 mn Sell(s) THB 585 mn
Read More →Tag: ssp
Stocks in the news (irpc, lts, ssp, tasco) 17.05.24
IRPC: anticipates positive chem spreads momentum carry thru 2H supported by improve global demand, cushion from China’S econ stimulus. LTS: lighting & smart home automation solutions, Light Up Total Solution, debut IPO 55m shares at Bt 3 apiece. Comment: Unless they have a blockchain, bitcoin, iRobot, Chinese EV angle – I’m not interested. SSP: upbeat […]
Read More →Stocks in the news (aja, aot, bay, bmds, ditto, kliniq, nyt, pttep, ssp) 02.02.24
AJA appoints Miss Grand International (MGI) to be sole online distributor of health supplements, anti-aging & beauty products, seeks to expand B2B wholesale both domestic and overseas, adding new products total 30 SKU to boost sales. Comment: I mean….if AJA is appointing you, you gotta be quality…..AJA has been in far too many pump n […]
Read More →Management Trades 25/12 – 28/12
These directors and management teams were still active in the last week of 2023. They all needed to fund their holidays in Japan. Notable Transactions Buy(s) THB 286 mn Sell(s) THB 249 mn
Read More →Stocks in the news (advanc, bgrim, lph, jsp, scgp, ssp, trp, vranda, warrix) 24.10.23
The planned takeover of TTTBB by ADVANC still awaits the nod of the NBTC board, with a meeting scheduled for Oct 25 as all key documents for the determination were sent to the NBTC office as of Oct 14.Comment: C’mon Sarath, just pay them and get it done. BGRIM’s subsidiary, RES Company Sicilia, buys 81mw […]
Read More →Management Trades 12/06 – 16/06
Notable Transactions Buy(s) THB 186 mn Sell(s) THB 517 mn
Read More →Stocks in the news (gulf, hft, nex, rjh, s, sjwd, ssp, wha) 29.05.23
GULF-Binance venture gets license for digital asset exchange and digital asset broker business in Thailand, will begin operation from 4Q23. Comment: The Chinese money launderers are going to be very strong in Thailand HFT’s applying for China’s industrial standard certificate, seeks to branch out from motorbike & commercial vehicle tires to e-bike segment, eyes 1st […]
Read More →Stocks in the news (advanc, samart, tge, ssp, wha, rt) 03.04.23
ADVANC sets Bt27-30b capex, the 1st to achieve 3Gbps speed for 5G on LIVE network mmWave. Comment: So….when 6G? SAMART wins Banglamoong sub-station and procurement contracts at Jomthien sub-station worth Bt2.4b. TGE completed 130m shares PP to 5 investors at Bt2.00, to finance its 2 recently won waste power plants. SSP sets Bt3.1b revenue target […]
Read More →Management Trades 05/12 – 09/12
Notable Transactions Buy(s) THB 294 mn Sell(s) THB 283 mn
Read More →Stocks in the news (bam, cbg, human, or, ssp, tse, wha) 17.11.22
BAM scraps plan to establish distressed assets management jv with finance institution this year as banks delay write-off, Dailynews. Comment: There’s only one financial institution this quasi-SOE could JV with and that’s KTB, another quasi-SOE. CBG anticipates turnaround from 4Q onward after hurt by shrinking margin from high aluminum price, mulls adding more energy drinks […]
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