AAV to resume all 25 domestic routes by July, sold 41K seats in a single day on June 23 Comment: And today they’ve launched a pay one-time 2,999 for 6 months special deal. BAM mulls selling Bt25b CD, funding NPAs acquisition in 2H, sees lucrative opportunities in tourism segment. Comment: Would be amusing to see […]

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The market has pulled back from its peak earlier in the month. So now what? Still of the viewpoint that we’ll see certain sectors outperform others and that those are global/cyclical players…anything related to aspirational spending is probably dead for a while..or perhaps I don’t understand why people overspend. Also note…US Fed is still reducing […]

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Notable Transactions Buy(s) THB 255 mn KCE – A family member buys in. Perhaps for the first time of size in 5-6 years. BEC – Multiple family members buy THB 33 mn each. Sell(s) THB 250 mn STA – Huge sale by the family members. IP – The CEO dumps shares.

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