Management Trades 11/10 – 15/10
Notable Transactions Buy(s) THB 98mn JMART – And he’s still buying! Sell(s) THB 296 mn SF – Owner sells a stake to? Not to CPN this time… TWZ – Major shareholder (11%) reduces his stake by ~2%
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Management Trades 27/09 – 01/10
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 →Stocks in the news (bafs, bay, cpall, ilm, ner, or, psh, rbf, tasco, tu, tacc, twz) 20.08.21
BAFS signs JV OR to establish Global Aero Associates to expand jet fuel services in U-Ta-Pao airport EEC, target cod FY25. Comment: Just imagine the scenario in 5-10 years. Don Muang booming, Suvarnabhumi booming, and U-ta-pao benefiting from the EEC and growth of the Eastern Seaboard region. And then figure out what you would pay […]
Read More →Management Trades 28/06 – 02/07
Note: There are several “strange” companies with relatively large transactions occurring below. Notable Transactions Buy(s) THB 231 mn NMG SPALI – The family buy’s shares, its probably one of the few property companies that is continuing to perform well. Sell(s) THB 1.5 bn JWD – The COM7 owner bought into JWD, he’s been on quite […]
Read More →Stocks in the news (bpp, cpf, or, paco, qtc, sawad, tipco, tpch, twz) 01.04.21
BPP buys 33.5% stake in 543mw Nakoso Integrated Gasification Combined Cycle (IGCC) powerplants for US$80m, deal to complete by end of April. CPF opens 2 new Chester grill restaurants, Lak-si and Bang-na, and launches chicken New Orleans new menu, on track to open 10 this year. OR extend land lease contract at Khlongtoey pier central […]
Read More →Stocks in the news (ama, aot, bam, ilm, mtc, prapat, s, stgt, tfg, ttw, twz) 20.10.20
AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen. AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have […]
Read More →Stocks in the news (banpu, bcp, salee, sgp, sr, twz) 21.07.17
BANPU BANPU to invest USD350mn in the gas, power plant, and mining businesses. It is ready to develop a five-year plan. ( Thun Hoon, 21/7/17) BCP BCP approved a JV with KSL by a subsidiary. This is to strengthen its ethanol business. The process is expected to be done within October. (Thun Hoon, 21/7/17) Comment: […]
Read More →Stocks in the news (bcp, com7, nusa, pm, ptg, tkn, ttw, twz) 11.07.17
BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]
Read More →Stocks in the news (anan, bch, bts, css, kbank, pttgc, seafco, twz) 08.06.17
ANAN Ananda said its 2Q17 presales could reach Bt2.9bn. It is going to launch seven new projects worth Bt22.7bn. 2Q17 revenue could reach Bt7.35bn. It also plans to issue new bonds worth Bt1bn. (Khao Hoon, 8/6/17) Comment: And things are progressing as per expectations BCH BCH to benefit from Social Security’s raise in medical reimbursement. […]
Read More →Stocks in the news (bcpg, dtac, ea, gpsc, kkc, mm, ori, ptt, rojna, spali, tfg, tkt, tpipp, twz) 05.05.17
BCPG BCPG expects 2Q17 performance to continue to grow from 1Q17’s Bt454mn on the back of higher Ft and additional 130MW in power generation in Japan. It continues to invest in power plants in Japan. (Thun Hoon, 05/05/17) DTAC DTAC is partnering with Netmarble to launch Lineage 2 Revolution in Thailand. It targets 1mn […]
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