ADVANC wins favorable court ruling after Central Admin Court dismisses TOT’s petition for rev sharing worth Bt1.38b. ASIAN sets Bt400m capex to upgrade machines to automate production line for its seafood & pet food productions, aiming to improve hygenic, reduce human involvement & save labor cost. BAM sets Bt15b capex distressed assets acquisitions, target Bt17b […]
Read More →Banks are done, next is the rest of the market. Thoughts on their earnings? Meh. Those that provisioned heavily and early (i.e. KBANK) looked great, those that didn’t, basically the rest of them, looked rubbish. Note the loan growth figures…tepid. I’m seeing more places close permanently on my weekend drives (~within 250 km from bkk […]
Read More →Notable Transactions Buy(s) THB 5.3 bn SGP – Left pocket, right pocket THG – And he’s still buying shares. Sell(s) THB 5.5 bn SGP – See above COMAN – The Founder sold to the CEO/owner of DNA/More. BGRIM – KEX – Senior management/directors still dumping shares.
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