AGE AGE targets coal sales volume of 4mn tons next year, 20% higher than this year. It expects coal sales volume to hit its target of 3mn tons this year and this will be a record high. Demand both at home and abroad is still growing. It has 3-4mn tons of backlog now and this […]

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Well here you go. Are these ridiculously high levels? For Thailand yes, compared to the region i.e. Indonesia and Malaysia where it reaches ~40% then no. But does it make sense when the USD offers higher yields than THB? To which one ponders, are the buyers just regionally focused and therefore have to put capital […]

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And he’s back with his latest commentary that covers both the bullish (earnings growth, valuations) and bear (politics) elements facing the market today, several great points are made. As usual here’s some snippets and a link to the rest of the article. For these reasons I thought the equity market would have to go through […]

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