AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]
Read More →After a rip roaring start to the market, the market has been experiencing a pullback of sorts. Odd to see that the agri names are continuing their run, we thought that the story has already been priced in. No surprise in seeing automotives recovering (it was a dead sector since ’13). Healthcare continues to be […]
Read More →Notable Transactions Buy(s) THB 379 mn PLAT – That’s interesting to see the Chairman buying a block of shares SIRI – Don’t be too surprised to see this name run BLA – Will this insurance giant turnaround? TU – The owner continues to believe that TU will become a bigger global giant Sell(s) THB 113 […]
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