CHEWA upbeats 1Q earnings from strong transfer of home office projects, Hallmark Ladprao, sees recovery demand from SMEs clients, Bt1.61b out of Bt2.17b backlog to realize this year, firms on 50% FY21 revenue growth target above Bt2.5b. Comment: Basically has gone nowhere. CHO rolls out prototype of 2nd gen EV London Taxi, will official debut […]
Read More →Over the last 12 months, everyone made a killing. I’ve been thinking more about the next 12-18 months and wondering 1) Rates move = banks earnings coming back therefore ROE improvement despite the dead economy 2) The bigger get bigger (ranted on this enough times) 3) Commodities on a multi-year uptrend cycle (does this then […]
Read More →Notable Transactions Buy(s) THB 135 mn NEX – EA buying into NEX, so the CFO of EA takes a position for himself. SICT – The deputy CEO buys THB 24 mn Sell(s) THB 219 mn SICT – The CEO dumps THB 28 mn (odd when seeing the above) PLANET – So the CEO and CTO […]
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