Day: March 11, 2020

2

Random thoughts: BBL, DTC, Howard Marks, Thai Poverty, Musings

BBL shareholders approve the acquisition of PT Bank Permata TBK  It’s going ahead – Shareholders have approved approved its plan to acquire all the shares in PT Bank Permata Tbk (BNLI). The deal is now expected to close in 2020 after BBL completes the transaction with Standard Chartered and PT Astra to acquire their combined 89.12% […]

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2

Stocks in the news (advanc, banpu, bgc, bpp, pdg, nwr, scb, scc, tm) 11.03.20

ADVANC’s granted 5G certified operator from GSMA, the 1st and sole operator in Thailand. BANPU sets $600m 5-year capex for gas and renewable energy. Comment: I question this investment strategy….maybe because I just want to find a pure coal player… BGC sees strong bottles order yesterday as demand for exports to US & India grow […]

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