EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Filters

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Siam Cement (SCC TB) TB

Industrials

Smart Insider

Chumpol Nalamlieng (Director since 1992) sells 60,000 shares at THB 290.50, reducing his holdings by -60%. Smart Insider ranked the stock -N on 23rd Aug based on sales he made at THB 314. Since then, Nalamlieng has continued to sell shares and this most recent one is his largest and at the lowest price. This year, he has reduced his holdings from 201,000 shares to 41,000 shares. Nalamlieng's sales do not appear to be a strong endorsement of Thammasak Sethaudom (currently EVP, formerly CFO) who will be taking over as CEO in Jan 2024. Smart Insider has downgraded the stock further, from -N to -1 (lowest rating).

Edition: 176

- 22 December, 2023