A committee to nominate the BOT’s new chief will consider the qualifications of the 4 applicants on June 25, who will then be required to present their visions on June 29. Comment: I filled out the application for fun, didn’t send it in…could’ve been amusing. Now seeing how poorly its being run perhaps I could’ve […]

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AOT sees 53% drop in passengers this year to 66.58m, 44.9% drop in flights to 490K, sees recovery October 2021. KTIS to sell a 5 liter 70% alcohol under KNAS at 7-11 for Bt300, will launch 1 liter at Bt89. MTC and SAWAD are among leasing firms getting Bt5b soft loan each from Government Saving […]

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Another week of massive insider buying Notable Transactions Buy(s) ROJNA – Just wow. Haven’t seen action in ROJNA for years SUPER – Perhaps this is worth a closer look given the continuous buying by the MD/President TFG – He buys his own shares back at all price ranges for the past few years Sell(s) AIT […]

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Notable Transactions Buying is going through the roof! Buy(s) THB 1.7 bn AMATA – Boom! Vikrom has coming out of his decade of meditation and decided to buy shares TFG – Not sure what’s going on here, buys and sells – SEC reporting issues? MINT – And he’s bought some THB 1.4 bn worth of […]

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Bank & Finco expected to purge bad debts >Bt170k from total Bt500b NPLs in the system, Tabloid. Comment: Debt jubilee? The conspiracy theorists will have a field day with this. BKI stops selling Covid-19 insurance as entire budget coverage fully subscribed. Comment: Members of my team bought some, why? They called it a lottery, spend […]

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BDMS to spend Bt85.6b to buy BH’s shares at Bt125 each. Comment: Boom! Another one CPN mulls cutting rental rate for tenants at 8 malls from total 34 that were severely impact by the virus, scraps 8% FY20 revenue growth target. Comment: I wonder at what point do office buildings begin to reduce rates, there’s […]

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AMANAH reaffirms big jump 4Q from strong demand for credit on holiday season, larger coverage from branches expansion and lower LLP after shift strategy to seize vehicle instead of settle with debtors on hire-purchase default AMATA signs JV Spore partner, Surbana Jurong Infrastruture, to provide consultancy service for entire projects under Amata Group. Comment: I […]

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AOT to sell bidding envelop for Suvarnabhumi and Donmuang duty free pick up counters during Nov 28 – Dec 13, expecting to receive 3% of sales. Comment: More and more $ coming into AOT BCP expects 130K/bbl/day next year, sets Bt800m capex for 60 new gas station from current 1,200, including 2 in Myanmar, Bt8b […]

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AAV seeks to boost revenue from air cargo, digi travel and loyalty program to balance revenue mixed and utilize, will tighten up cost saving to boost margins. Comment: I wonder how long until Thai Airways recaps… HUMAN sees stronger 2H19, sets Bt50m capex for 2-3 JV in HR related venture by end of year. Comment: […]

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ECL expands commercial auto hire-purchase business, to capture demand from logistic segment, maintain Bt3.6b full year loan growth target, will wrap up M&A insurance broker before year end. Comment: I still find this to be a rather strange company in the way they operate multiple businesses under 1 roof. HUMAN to wrap up 3 JV […]

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