Notable Transactions Buy(s) BGH – Rehash of what I’ve stated for a while, buying will continue by management PS – This is a surprise Sell(s) KK – No surprise here, CEO continues to take profit NWR – Gah this stock price run pi$$ed us off as we exited earlier when we thought the fairly was […]
Read More →Notable Transactions Buy(s) BGH – No surprise here, I’d still expect to see continuous buying by management/directors Sell(s) KK – CEO sells off a huge stake @ THB 55 mn, relative to the other fin co’s KK is trading “cheaply” NWR – Used to have this stock, but since exited, all these construction companies have […]
Read More →Notable Transactions: Buy(s): THB 69 mn SIRI – Same story as for the past 6 months here VIBHA – There must be a story here as the same two individuals switched out of CMR into VIBHA Sell(s): THB 36 mn CMR – See above
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
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