ADVANC, DTAC, TRUE, TOT, CAT are expected to submit bidding for 5G licenses today, qualified bidders will be announced on February 11 and auction begins February 16 Comment: WHERE’S JAS? IHL wins contract to supply leather to US footwear, KEEN, production starts 2Q, expects to wrap up additional 4 contract this year. IVL cod 440ktpa […]

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Up and until the latest flu virus hit I was of the viewpoint that 2020 would see a recovery in YoY economic #’s Tourism figures would continue to improve Banking would still be weak due to the industry’s structural changes The THB/USD would be slightly weaker but not by more than -1% or so Property […]

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BTS will kick-off trial run of Gold line (Thonburi-Khlongsan Iconsiam) in April, t/g cod North Green line extension 3 stations (Forest dept-Bangbua & 11th Infantry in 2H20. CHAYO upbeats FY20 earnings from larger debts under management yoy, anticipates wider margins from low rate environment, will add more NPLs in portfolio. Comment: And JMT should have […]

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