Gross is still stating the negatives of the levels of credit in the US and China. Here are my favourite snippets and the link to the rest of the letter My lesson continued but the crux of it was that in 2017, the global economy has created more credit relative to GDP than that at […]

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Superboard orders SRT to cancel TOR proposals for 5 dual-track lines since the board has a better version than the SRT’s. Discussion will be held again on March 22. (IQ Biz, 21/3/17) Cabinet backs credit boost for SMEs in Bt15 bn package. THE CABINET yesterday gave the nod to the Small and Medium Enterprise Development […]

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AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]

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ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun  Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]

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