Pheu Thai beats PPRP: Decline in PM’s popularity seen as hurting govt party. The ruling Palang Pracharath Party was defeated by the main opposition Pheu Thai Party in yesterday’s by-election for Constituency 9 in Bangkok, with scholars saying the outcome has reflected a decline in the ruling party’s popularity and that of Prime Minister Prayut […]
Read More →BAY targets 3-5% FY22 loan growth, NPL <2.6%, teams up MUFG to expand corporate loans in ASEAN, no plans to set up jv on distressed assets management. Comment: That’s because BAY has been far more prudent compared to other banks. If you look at what else MUFG has in the region, you’ll see how BAY […]
Read More →CPW upbeats 1Q earnings from mobile & gadgets sales supported by shopping tax rebate stimulus, U-Store branches thru universities, online sales & additional sales network from 56 outlets of IBIZ Plus. GULF & INTUCH signed agreement with Singtel to jointly develop & operate data center in TH. Comment: Perhaps a reframe is needed for Gulf, […]
Read More →Rant time – nothing clever below, just imagine that I’m that fellow at the pub whose mouth is full of fries and beers, standing up with my mouth full and muttering nonsense. My favourite new insult is “you are, how can I call it, a small cat” (go google it) and I’ll use it from […]
Read More →ADB target 20% FY22 revenue growth >Bt2b driven by bioplastic & med-grade plastic compounds for blood bag, syringe, med equipment & packaging, mulls 50% capacity upgrade to fill demand from overseas. Comment: Great headline but look through the figures of the company, not much happened until the past 2 years and it wasn’t GPM driven. […]
Read More →ALT upbeats FY22 outlook from improved revenue mixed after branching out from telco network installation to EPC solar rooftop, sees popularity increase among industrial & SME clients from private PPA platform without capital requirement, target 50 projects install this year, mulls tapping in factory clients and government agencies. AS reaffirms solid 4Q21 from full quarter […]
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