AJA raised holding in trading co, Youtai, from 49% to 100%, aims to have full control and boost export traffic to China. AOT reaffirms 3 expansion plans at Suvarnabhumi airport worth Bt56.9b, to spend 9 months on feasibility study. Comment: When you begin flying around the country again, you’ll be surprised by the expansions done […]
Read More →Aren’t markets friggin’ fantastic? Last week I laid out these thoughts: “Our playbook for the next few weeks are along these lines….US markets will be smacked for the next 1-2 weeks, USD strengthens due to the hawkish rhetoric regarding tapering, commodities pull back and the USD 3 trn stimulus bill in the US doesn’t pass. […]
Read More →ATP30 wins E-Bus operating contract from PTT’s unit, firms on 15% revenue growth target this year, mulls studying e-bus and charging station plans. Comment: Ka-ching, steady cashflow for ATP30. INET mulls listing internet service subsidiary, Mandala Communication, to expand IT platform, cyber security, big data, planning to sell 2nd data center into REIT and re-invest […]
Read More →Notable Transactions Buy(s) THB 193 mn JMART – And he’s still buying shares in the market. Sell(s) THB 3bn RBF – Founders selling part of their stake to TU.
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