AGE reaffirms big jump 4Q20 from strong coal exports to China, logged FY20 sales volume above 3.5mt target, 1m tons backlog to realize till eo-2Q21, mulls to add vessels and trucks to boost transport revenue, seeks to expand power business. Comment: I used to refer to them as baby banpu pre-2010. But they are traders […]

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So the Thai Government has done another wonderful job at shutting down the economies throughout the country yet again. Same playbook, trades are in, just wait. Commodity prices are still going up up up. And shipping has already moved a fair bit. No inflation you say? Look at Japan’s electricity prices this month due to […]

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Notable Transactions Buy(s) THB 148 mn SPG – What is happening here? ~5% of shares switching around amongst the shareholders? THG – And he keeps buying Sell(s) THB 141 mn EA – I’m sure the company is going to be amazing if the owner is selling. AU – Another block trade?

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