ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]
Read More →JMART to reveal JV partner for new business next week, keeps 50% revenue growth target next year, firms on Bt500b group market cap target in 2024. Comment: Well…they said on the call yesterday that they will announce a new JV that will make people surprised, in a positive way? Group target mkt cap is implied […]
Read More →AUCT sees positive momentum thru auction yard driven by repossessed vehicles from auto title loan segment, eyes 5-10% revenue growth target next year. Comment: The selling price of the cars don’t matter, what matters is volume for AUCT. But remember all those years ago how they talked about they could potentially apply their skillset to […]
Read More →Notable Transactions Buy(s) STARK – This Director buys a chunk of shares. JMT – And the founder keeps buying and buying. Sell(s) THG – Well since the founder has been kicked off the Board and Management by the SEC, his trades don’t pop up anymore
Read More →Chief of ADVANC’s pushing the NBTC to decide whether to approve or decline the TRUE-DTAC mega merger, noting that the agency has the legal authority to do so. Comment: The NBTC is having a field day collecting payments from all the groups. AQUA in collab with THR, a unit of THG, opens the Hills Rehab […]
Read More →Notable Transactions Buy(s) THB 279 mn JMART – And the founder keeps buying ORI – The founders obviously think they’re going to come out of this period with cracking #’s NUSA – Hmmm…I have question marks on this co, lots and lots of q marks. DTAC – Interesting that the founder of DTAC is jumping […]
Read More →Notable Transactions It’s been and will continue to be a quiet period for management transactions until all 1Q22 earnings are out. Buy(s) THB 80 mn THG – This director sees value after the pump and dump Sell(s) THB 10 mn N/a
Read More →Notable Transactions Buy(s) THB 118 mn THG – A director bought at 61 ish (post the collapse in the share price) and the owner bought at the top Sell(s) THB 11 mn N/a
Read More →Notable Transactions Buy(s) THB 137 mn THG – Dr Boon still going 8alls to the wall with his purchases. Sell(s) THB 211 mn A5 – This director dumped 2% of total shares. RAM – Stock was pumped from 30 to 60 and then boom this “captain”/director sold his stake. KOOL – The MD has reduced […]
Read More →Notable Transactions Buy(s) THB 286 mn THG – I think they are now the most expensive hospital in the region. SABUY – Apparently lots of deals still going on Sell(s) THB 5.4 bn TRT – There must’ve been a typo in the SEC filing as it doesn’t make sense. So keep that in mind. TRT’s […]
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