BANPU sees 2H turnaround from recover coal sales volume and higher selling price from improving demand from China and Vietnam. Comment: If only it were a true coal play… BGRIM upbeats 3Q earnings from low gas price, sees electricity demand from industrial clients gradually back to normal posted reopening, seeks M&A to boost inorganic growth. […]
Read More →Hot off the presses yesterday. FTSE Global Index: Semi-Annual Review effective after the close of September 18. Large Cap Add: CRC, BGRIM, BBL (NVDR) Del: TOP Mid Cap Add: TOP, CBG Del: BGRIM Small Cap Add: MEGA, IMPACT, JMT Del: CBG Micro Cap Add: SGP, BAFS, SPF, S, PRIME, SABINA, SINGER, LST, TWPC, UAC, MAJOR, […]
Read More →Two words: Convalescent Plasma
Read More →ACE wraps up deal to buy 3 biomass powerplants with 26.9MW capacity from UWC worth, helping contributed Bt800-900m p.a. Comment: I still look at ACE questionably given the fact that the founder is a police general and likely won the contracts through “relationships” but having followed their calls, they are running a professional shop. AOT […]
Read More →Notable Transactions Note: Price data is as of 24/08/20, and as 2Q20 #’s are finished, management buy/sells are YUGEE. Buy(s) THB 560 mn BOFFICE – Family has put in a small fortune ready for the cap increase. OSP – Founding family member has been putting a lot of capital to work this year, both in […]
Read More →