AGE sees upside to earnings after logged Bt121m in 1Q +193% yoy, reaffirms higher coal sales volume yoy on higher industrial activities, tailwind from logistic business boost earnings. Comment: Commodities, boom, they’re benefiting from the inventory gain. BCH kicks-off bookbuild on Moderna vaccine upcoming Wednesday, will finalize demand in 1 week, sees positive 2Q earnings […]

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Wuflu, curry flu, churrascaria flu, spotted dick flu are all over the news in Thailand at the moment. Seeing the same policy mistakes made again and again just flummoxes my mind. But alas it makes it easy to repeat the same play book. All earnings are out by now, I’ll put a summary out later […]

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Notable Transactions Buy(s) THB 99 mn TIDLOR – Even I’m curious as to how these players are able to maintain these valuations, but c’est la vie at the moment. And this fella still likes the shares at the IPO price. TCAP – The Chairman buys THB 30mn+ Sell(s) THB 329 mn THG – A massive […]

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