Notable Transactions Buy(s) THB 6.2 bn BDMS – Just a switch between family members DPAINT – A director buys a block, ~5% of the shares. PROEN – A director buys a block, ~3% of the shares. THG – And he’s still buying! CKP – Not to be confused with the singer from the 70s, this […]
Read More →Notable Transactions Buy(s) THB 1.55 bn TU – Look at the 8alls on this guy. THG – And he’s still buying! Sell(s) THB 26 mn N/a
Read More →Notable Transactions Buy(s) THB 209 mn CMO – The new CEO takes a bigger stake in the co, its a reverse IPO. Not sure what the new entity is. THG – Left pocket right pocket for the directors? NUSA – Dodgy dodgy Nusa, tread carefully here. Sell(s) THB 149 mn THG – See above
Read More →Notable Transactions Buy(s) THB 215 nm THG – The doctor is still buying JMART – The son follows the father and pumps! LALIN – Chairman of the Exec Board/Family member buys a large block. Sell(s) THB 13 mn n/a
Read More →Notable Transactions Buy(s) THB 106 mn THG – Has Dr. Boon run out of capital? Normally he’s the one buying. This buyer used to run RAM, just google his name… SMD – A switch between family members Sell(s) THB 88 mn SMD – See above
Read More →Notable Transactions Buy(s) THB 562 mn JMART – The Founder is still buying up shares, another THB 100 mn. RAM – The MD and a Director want to join in the party of the upcoming stock split? SPALI – Family members continue to buy shares in their co. HEMP – The CEO buys shares (from?) […]
Read More →AGE branches out from coal sales & bulk transport to container logistics business, aims to revamp pier, warehouse and truck to utilize existing resources, maintaining Bt11b FY21 revenue target. Comment: Inventory gains = massive profits, that’s the story for AGE. BCH reaffirms solid 2Q while 3rd wave of covid will boost 3Q, supported by 900K […]
Read More →Note: The weekly figures are going to lower as Notable Transactions Buy(s) THB 257 mn AMATA – Well that’s a rare purchase from the founder. And its YUGE. ALL – I know several of their assets are up for sale to Funds and they have a plot of land which can’t be developed upon. But […]
Read More →AH sees solid 2Q on recovering auto industry, momentum into 2H, boosting revenue this year >Bt21b, mulls new MG showroom in Prathum later this year. Comment: A call with the owner said that the Just-in-time processes remain the target. AP sees record 1H21 on rising demand for horizontal projects, expecting Bt20,000m in transfers, Bt17,817m pre-sales […]
Read More →AEONTS reports 1Q22 net profit (end of May21) at Bt1.149b, +117%, topline -11% yoy from shrinking card spending from Covid impact & new loan suspension at Aeonts Micro finance (Myanmar) since February 1, lower LLP yoy, recovery on doubtful account and costs control provided cushion. Comment: Given the high debt levels in Thailand, a friend […]
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