Notable Transactions Note: Buys outweigh sells by 10x in numbers (not value) Buy(s) THB 94 mn THG – And the Founder continues to buy shares RS – That’s an interesting return by this shareholder/co-owner Sell(s) THB 0.6 mn N/A
Read More →BAM opens debt clinic office in Phuket, aims to fill demand for restructuring, property auction and selling. DELTA sets Bt300m budgets to expand EV charging stations coverage from current 50 locations, target 90-100 stations by end of year. Comment: Well the news flow is becoming stronger on the EV story here in Thailand…still have my […]
Read More →The month of September has proven to be another rubbish month for the markets. Its interesting to see how well the tech sector specifically ADVANC has performed this year despite the fact there is effectively zero growth left in their main business.
Read More →Buy(s) THB 264 mn CGH – A left pocket right pocket transaction? One of the son’s is taking a bigger stake (+5%) Sell(s) THB 80 mn THG – The Acting CEO sells, this is a first in a while.
Read More →ANAN reports Bt10.915b 1H presales, account for 30% of FY19 target of Bt36b, mulls 8 project in 2H worth Bt27b. Comment: Similar to AP, fantastic presale numbers, if the presale numbers continue on this positive trend then I wouldn’t be surprised to see the sector re-rate towards the end of this year AOT signed contract […]
Read More →Six private operators petition PM Prayut on BMA awarding 30 years concession to TRUE for underground telco cable projects worth Bt20b. Comment: Does anyone else not finding this contract to True to be f@#king scandalous? Oh yes and all approved whilst there is no government either. AMATA sees IE land demand surge on foreign production […]
Read More →Notable Transactions Buy(s) THB 42mn THG – And he’s back to buying shares again Sell(s) THB 1.9bn HMPRO – And the Chairman continues to sell shares, it does look like he’s effectively liquidating his holdings SGP – The Chairman here sells off a ridiculous amount of shares in what must be a block sale
Read More →CI sets Bt6.4b capex for 6 projects this year, while Sri Panwa Hainan hotel to open next year. ECF’s unit, ECF-Power, to cod 50mw Minbu solar projects in Myanmar on Jun 27, will book 20% contribution from investment, target cod phase 2-4 combined 220mw by end of-FY21. MG launches new EV, MG ZS EV suv, […]
Read More →CPN plans to open at least 2 new shopping centres in Malaysia and VN as soon as possible after the successful opening here last week of its 1st Malaysian shopping centre, Central i-City, built at a cost of Bt8.5b. Comment: I am curious to see how they will perform in Hanoi, I have my doubts […]
Read More →Notable Transactions Buy(s) THB 121 mn BDMS – Despite the family selling in the past, this director is buying more shares BEM – Boom the family buys shares Sell(s) THB 67 mn WP – That’s quite the sale by the acting CEO THG – A rare sale by the owner!
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