MAJOR sees sharp fall in 1H20 profit on outbreak, as several movies had delayed premier, including Fast & Furious 9 and James Bond, cutting revenue projection down 17% to Bt8.8b, the lowest in 4 year. Comment: All the major movies are going to be postponed, perhaps this will accelerate the move to digital further by […]
Read More →This drop is just WOW Viewpoints: 1Q is a washout, especially Feb/Mar, 2Q will be fukt too, especially Apr/May. Demand shock is huge, Supply shock is huge. And then? Interest rates getting lower, fiscal spending is going to be massive. And then? For a military leader, the PM is just proving why Thailand lost its […]
Read More →There were 413 Buy transactions last week! Notable Transactions Buy(s) THB 1.2 bn MINT – One of the major shareholders decided to massively increase his stake. GULF – He’s backkkkkkkkkkkkkkkk SUPER – Rare to see a decent buy here EA – Perhaps by buying the IE from his son, it will create tangible value in […]
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