AJ: local fund, BBLAM, bought big-lot 20m shares from management, sees growth potential from packaging business & upside from JV packaging unit with SCC in Vietnam. Comment: And that explains the big sale. BBLAM typically has done quite well with these type of positions. GULF to tender for INTUCH at Bt65 (last done Bt58.5) after […]
Read More →AEONTS: will launch digital lending platform mid-FY21, expects higher fees from larger client base thru collaboration with HUMAN & VGI. Comment: I can see the synergies between AEONTS and HUMAN, VGI less so, but the rabbit card is fire for distribution. GPSC: mulls estimate semi-solid battery plant phase 2 capacity 1 GWh per annum to […]
Read More →Asia Cab in JV with 4 partners, including EA and SCG chemical, to develop 1st Thai EV cab prototype, while EA said its EV plant in on track to COD in 2-3 months. Comment: EA are going to be the GULF of this industry. You’ve been witnessing the growth of crony capitalism in Thailand over […]
Read More →Isn’t it amusing that with tonnes of people going for testing => more “positive” cases. It is what it is. I don’t care about the politics of this. Watch for a delay in the reopening, hotels will drop etc and then buy again, same plays all around. And look commodities & supply-chain plays are still […]
Read More →Notable Transactions Buy(s) THB 651 mn BDMS – The family takes a huge buy, THB 400 mn, vaccines are going to make them a small fortune. TRITN – I have too many question marks about this company. TPIPL – Family member buys 20 mn shares, doesn’t offset the below. RS – He’s still believing in […]
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