CCET reported July electronics components sales at US$293k, -0.5% yoy.EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner. Comment: Lets see if all this investments in EV battery tech works out…I still hold to […]

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Market Thoughts… Does the resurgence of the news about the Red Bull murderer lead businesses/events not working with Red Bull, shift to others and lead to higher sales for CBG and OSP? Will the spike in oil prices due to the Beirut explosion fade? Will the students protests have an impact? Or just fizzle out […]

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