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 […]
Read More →So we’ve had the pullback…now what? I still think banks are a big question mark given the continuing decline in ROEs. The tech sector which is effectively True, Advanc and DTAC…cash flow, capex management game to maintain their dividend yields…I wonder what consolidation we can see here, i.e. who will eventually take out JAS for […]
Read More →Notable Transactions Buy(s) THB 112mn MTC – A director makes a big buy here MINT – The COO of MINT makes a YUGE purchase, this is the first time in years that I’ve seen management (i.e. not the owner) make a purchase Sell(s) THB 80mn AUCT – Owner dumps THB 60 mn, probably in a […]
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