BAM received a proposal from one bank for NPL & NPA port, confident of securing >1 JV deal with banks to set up AMC in 1H22, in talks with 4-5 banks, sets Bt9b capex. Comment: The listed players JMT CHAYO and BAM should have a great 5 years. CENTEL said OCC at its hotels in […]
Read More →Financials & commodities. Still am utterly confused re PTTEP….local insti’s do something. A large cap that grew EPS by ~70%, expected EPS growth this year of ~30-40%, trailing PE of 12x, yield of 4%, in the words of J. Biden, “c’mon man” Though I do wonder if the property names will rerate from their “low […]
Read More →There’ll be nothing of note until all 4Q/FY #’s are out. Notable Transactions Buy(s) THB 0.8 mn n/a Sell(s) THB THB 5 mn n/a
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