And he’s out with his latest commentary, this time around he talks about the key issues surrounding the market today, a decent 5-10 min read, enjoy! Note: Because it’s only email that one receives when subscribing to Blackstone there is no link so I’ve posted the commentary in its entirety below. Sifting through the Clutter […]
Read More →ADVANC’s board to decide on May 9 whether to take up Government’s offer to defer payments of 900MHz license fee, sets 1m AIS Fibre customers and becoming top 3 by 2021. Comment: Of course the telco’s are going to take it, its free savings. Absolutely ridiculous move by the government. AP to launch Bt8.8b JV […]
Read More →AOT reports passenger traffic at SIA during TNY Apr 9-18 at 1,874,866, +7.18% yoy, aircraft movement +9.73% yoy to 10,306 flights during holiday. Comment: This is interesting, because it may imply that the increase in travellers may be Thai’s going abroad as opposed to tourists visiting Thailand given the latest tourism data. BEC board to […]
Read More →Notable Transactions Buy(s) THB 83.9 mn WP – The Acting CEO bought 1.5% of the shares Sell(s) THB 1. 9 bn NOBLE – All over the news in the past 2 weeks, the nephew has returned to buy back shares from his uncle and he’s brought BTS group with him ROCK – A big lot […]
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