8-9 years ago when I begun traveling the region with a different mindset. I noted to myself that I no longer saw European nor American firms participating in the infrastructure developments in the Asian region. I was seeing Korean, Japanese, and Chinese firms bidding and winning projects throughout the region, and that I took this […]
Read More →Note: This section should be quieter in the coming weeks as we’re approach 2Q releases BTS in talk with BMA to extend 2 concessions on Green line skytrain service by 40 years on terms that BTS invests in the construction of Green line extensions Khu Khot-Lam Luk Ka & Kheha-Bang Pu, while co is obliged […]
Read More →Notable Transactions Buy(s) THB 299mn GULF -The owner has come into the market saying “I’m don’t care what the ombudsman has to say, we’re gonna grow regardless!” NNCL – That’s an interesting move. This has been a quiet IE for a number of years MONO – Dodgy Pete is back in the game Sell(s) THB […]
Read More →I’m curious on industrials given that they are the major underperforming sector in the past 12 months. Financials did surprise me temporarily with SCB’s price being strong on the back of the news that they’re finally selling to FWD, however it appears that the initial excitement has waned. There’s only a few more weeks left […]
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