AS: local fund, BBLAM, raised holding by 0.4382% to 5.0033% of total outstanding on January 27. Comment: It’s a bit late to be adding no? But I’ve been totally wrong on AS over the past 2 years, why? I remember all my meetings with them from 2010-2020 and didn’t think management would be able to […]

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F! It’s already the end of the month, time flies. Looks like the “Tech sector” of Thailand was properly smacked this month. Then again…paying 40x for a manufacturer…well ok. I thought the value would be in the IP, perhaps the market participants will realise this. Financials and energy/resources are leading – simple – banks cheap, […]

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Notable Transactions Buy(s) THB 215 nm THG – The doctor is still buying JMART – The son follows the father and pumps! LALIN – Chairman of the Exec Board/Family member buys a large block. Sell(s) THB 13 mn n/a

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