Fun thoughts: In USD terms, the SET is 0% for the year. Loving the moves in commodities – though it hasn’t completely translated to each commodity related company yet… Curious whether the move in the banking sector is the start of something. Gov bond yields are picking up, this can reflate bank earnings, throw in […]
Read More →AI & AIE: both merged PAR from Bt0.25 to Bt1 effective today. BAFS: THAI cuts holding by 2.3529% to 4.019% of total outstanding on Thursday (Oct 7). Comment: Amusing Thailand. This is one of Thai’s best assets pre-covid, and will again be post-covid. COM7 maintained 15-20% FY21 revenue growth target, sees advance booking on iPhone […]
Read More →Notable Transactions Buy(s) THB 456 mn JMART – Look at how much he’s bought back BANPU – Wonder if the founder/chairman realises that the recap was a silly idea, share price would be +50% higher by now… SPALI – Family still buying! MORE – Funny movements in this share price for a while… RAM – […]
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