Management Trades 07/12 – 09/12
Notable Transactions Buy(s) THB 146 mn JMART – Look at that! I guess he really doesn’t want BTS to have as many shares as him or he just believes in the upside potential… Sell(s) THB 42 mn N/A
Read More →Tag: thai stock exchange
WHTW Top 10: 06/12 – 10/12
2 ballot change ‘problematic’: Rule rewrite may leave small parties frozen out of new system, critics say. The process to revise two organic laws on the election of MPs and political parties to reflect charter changes has begun in earnest. Bangkok Post Narongsak courted as new city governor: A source in the Palang Pracharath Party […]
Read More →Stocks in the news (lh, mc, mega, mill, oto, scc, sena, ske, simat, wha) 09.12.21
LH reported acquisitions of the SpringHill Suites by Marriott in Anaheim CA, US, a 120 rooms on 2.07 acres land from DKN Hotels for US$ 31m (Bt 1.056b), the property is just 2 blocks away from Disney Land. Comment: On price/key basis that’s ridiculously good. MC seeks to expand MC outlet in PTT retail stations […]
Read More →Stocks in the news (aja, aot, bay, bcp, rs, spali, sun) 08.12.21
AJA signed MOU with China Mobile International (TH) to joint operate Mobile Virtual Network Operator (MVNO), smart city, modern tech and various aspects of smart solutions. Comment: Seriously? What has this company achieved over the past 5-10 years with any of its announcements? AOT: Jetstar Asia gets nod to operate 5 weekly vaccinated travel lane […]
Read More →Stocks in the news (ascend, bgrim, kwm, ner, nsl, pttep, thai, winmed) 07.12.21
Ascend Money, a digital payment and financial service unicorn of CP Group’s online business arm Ascend Group, has set its sights on becoming a top three player in the segment within Asean and is looking to expand its foothold in South Asia. Comment: They will look to go public at one point. BGRIM to enter […]
Read More →Market Update 07/12
These start stops for the economy just exacerbate what my continuing themes. I have no idea what the market is going to do for the next week, there’s only 3 trading days due to the holiday season in Thailand already starting and liquidity is going to be light thereby implying either nothing happening or any […]
Read More →WHTW Top 10: 29/11 – 03/12
More EV incentives: The Finance Ministry may consider lowering the import duty on electric vehicles (EVs) as part of the measures to promote the use of EVs, says a ministry source who requested anonymity. Thailand’s EV import tax rates vary. EVs imported from China enjoy a 0% tax rate under a bilateral agreement between Thailand […]
Read More →Stocks in the news (be8, cho, crc, ner, solar, xpg) 03.12.21
BE8 secured Bt100m contract from Thailand Post for software installation and consulting on digital transformation. Comment: Software is eating Thailand. CHO to complete transformation to tech company next year, sees turnaround next year, supported by EV taxi. Comment: Wait what? CRC is set to spend Bt4.5b to purchase the majority of shares of Porto Worldwide, […]
Read More →Stocks in the news (aav, aot, bgrim, jkn, kkp, pttep, smd, wha) 02.12.21
AAV to start accepting digital currency for payment from next year, sees 100% recovery in domestic travels in 2Q22. Comment: I can just picture royal nationalists saying that is anti-monarchy… now, I am curious to see how far these systems will go. Though for now expect for all the Thai companies accepting “digital currencies” to […]
Read More →Stocks in the news (bch, ea, ksl, leo, loxley, mjd, ptt, pttep, xpg) 01.12.21
BCH said Omicron can be easily spread, but is not as severe as Delta, while can be detected by PCR, firms on 104% revenue growth target next year. Comment: I find it incredible how everyone has become an expert on the R0 and impact of the Nu Variant (sorry Omicron) since last Friday. EA’s lithium […]
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