TS & BEM expect MRT ridership to recover on reopening of schools and longer operating hours of business from February 1. Comment: I wonder how long these 2 will wait before selling the lines to an infra fund. ECF sets 10-12% revenue growth target this year, on rising furniture orders, both local and overseas, sets […]
Read More →It’s only been 1 month. 1 month! What a start to the year. When looking at the the worst performers for the past 12 months, would you bet against banks? They’re given capital by the BOT to lend out and make a spread, cheaper than getting deposits. Sure NPLs and provisions will be in the […]
Read More →Notable Transactions Buy(s) THB 44.5 mn THG – The Chairman continues to buy buy buy. Sell(s) THB 74.7 mn RML – No one appears to do well with KPN as a partner.
Read More →“Myanmar’s Aung San Suu Kyi and other top leaders have been detained in an early-morning raid in an apparent “coup,” her party’s spokesperson Myo Nyunt said, a move that came after the country’s military disputed its landslide win in a November election.” Source: Bloomberg Why should those on the Thai equity markets care? You have […]
Read More →Co-pay scheme generates B70bn: Goal of the scheme is to stimulate consumer spending. Capital worth 70 billion baht circulated in the economy during the 3 1/2 months of the co-payment subsidy scheme, says the Finance Ministry. Bangkok Post Exports above expectations: Exports fared better than expected for the full year of 2020, contracting 6.1% from […]
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