Worries over Sunday’s rally pushed foreign investors to sell another Bt1.6bn on Friday. The baht continues to be in the range of Bt31.4-31.2/$US. As the anti-government rally, which will end on August 7, hasn’t shown any sign of violence, I’m expecting investors will focus on 2Q13 earnings instead which are all released by 15th August. […]

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Notable Transactions Buy(s) THB 1.15 bn GFM – Change in ownership between family members MINT – Heinicke buying more shares worth THB 30mn NMG – This director obviously has a lot of faith in the digital tv business, THB 100 mn worth of shares bought POST – The Chairman buys THB 80mn RS – Director betting on […]

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BCP All three solar phases open by year-end — BCP is confident that it will open all three phases of its solar farms by the end of this year, pushing its EBITDA for its electricity business up to Bt2.8bn, with a total capacity of 118MW. The company is currently finding a contractor to develop Phase […]

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With traffic worse than normal given a few roads being blocked off around Bangkok and protestors making the walk from Lumpini to Government House as off the time of writing (mind you there doesn’t look like there are many at all) we’ve been thinking aloud for the past few months that August wouldn’t be a […]

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