BGC anticipates 2H turnaround from higher bottle/flexible/paper packaging sales on improved consumption/holiday season, allots Bt176m budget to up flexible packaging capacity to 50m sq.m p.a. to tap in food & pharma segment. IVL to acquire Brazil’s Oxiteno from Ultrapar Participacoes S.A. for $1.3b, to be completed by 1Q 2022. Oxiteno is a leading integrated surfactants […]
Read More →And so yesterday we learnt that the lockdowns are continued, surprise surprise. Now 2Q21 earnings season is finished! Though there are a million calls/videos coming up for all the investors in the markets to pay attention to … hence why there have been minimal random thoughts from me. I’ll be back on it, there’s plenty […]
Read More →ASIAN keeps Bt9.4b FY21 revenue target after logged Bt4.6b in 1H, sees demand for pet foods, pre-cooked meal & frozen seafood remained strong in 2H, positive THB revenue from weak currency. BANPU trades XR 3:1 @ Bt 5, XW 1:1 for RO subscribers today. Comment: They’ve already announced 1 deal, but I’m still annoyed by […]
Read More →Notable transactions Buy(s) THB 44.6 mn SABUY – The CEO and major shareholder bought a few more shares. Sell(s) THB 250 mn SFLEX – The SFLEX owner dumped a stake to the COM7 owner, who appears to be desperate to move his capital around. Or is he building a network of holdings that will benefit […]
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