AS sets 15-20% revenue growth target this year, targets 12 new games on mobile and PC this year, ready to expand oversea, sets Bt150-200m capex for IT system and buying new gaming rights. Comment: I still think their earnings peaked in 2020. BCH’s associated co has received a permit to import vaccine, targeting mid-year for […]
Read More →So bank’s had moved from 0.5x PBV to now near 0.9x, its done, next move is tougher, though with higher rates, their NIMs may surprise. The supply chain destruction play is still in full-on mode, look at energy/agri/shipping. The extinction event of SMEs – that’s ongoing as well, look at the bad debt buyers and […]
Read More →Notable Transactions Buy(s) 448 mn SA – The founder is going for it, he’s of the viewpoint that the future is bright for SA. TFG – Agri prices are staying high high high. GUNKUL – So the founder bought some shares and then releases news that they’ll do Hemp farming. Sell(s) THB 184 mn SIMAT […]
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