AMATA in JV with Broadwin International HK to set up Amata Chinese Smart City, holding 60% stake. Comment: A non-event… Auto dealers see surging loans rejection rate, forgoes booking deposit & delay vehicles delivery, expects more auto makers shut down plants as dealers unable to take up stocks, Tabloid. Comment: Not stock specific, but it […]

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Earnings season will start soon. Let’s see how the market holds up. OPEC+ got together and agreed to a cut…which when you dig into the #’s isn’t enough to offset the huge drop in demand (a -9.7mn drop is nothing, in order for demand/supply to balance out it should’ve been a -20mn to -30 mn […]

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Notable Transactions Buy(s) THB 153 mn PCSGH – A director puts a decent chunk of change into the company. Do you think people will buy more cars in the future to avoid taking public transport? SUPER – And he keeps buying up shares Sell(s) THB 63 mn JCK – The Chairman dumps a stake

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