With the changes by the BOT regarding dividends I wouldn’t be surprised to see Banks moving over the coming months. Commodities are still rocking and rolling, though on why on earth PTTEP doesn’t move confounds me. Reopening theme (hotels, retailers etc etc) still in play, same playbook, if there’s no 4th/5th/6th wave it will continue. […]
Read More →FTSE raised Thai weighting by 0.01% to 0.59%, effective Friday June 18. FTSE All World: Adds: OR and SCGP; Increase in weighting: CBG; Cuts: BBL-R, PTT, SCC, CPALL, AOT, SCB, KBANK/F. FTSE Small Cap: Adds: KEX. FTSE Micro: Adds: JR, NEX, NRF, RT, SA, SO. No deletions.
Read More →AOT said 31 international airlines give nods to inbound flights on Phuket sandbox begins July 1. Comment: I still hold to the viewpoint that we’ll see a parabolic rise in travelers. Slow at first and then boom. IVL completed acquisition of rPET assets of CarbonLite Holding and its subsidiary in Texas, taken charge of the […]
Read More →Notable Transactions Buy(s) THB 264 mn KBANK – Ohh a family member decided to buy some shares – though I should note, that KBANK is no longer dominated by 1 shareholder family anymore, unlike SCB and BAY. PLANET – Rather strange share price movements and shareholder transaction in this name over the past 3-6 months. […]
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