BCH sees solid yoy growth in 2Q22, on easing covid situations, boosting non-covid related traffics and oversea patients, firms on Bt17b revenue target this year, +104% vs 2020 and 1mil social security patient contract. Comment: Hmmmmm BGRIM anticipates 2Q turnaround from repriced Ft, improved feedstocks mgt, eyes M&A renewable power to diversify portfolio. CRC sees […]

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And so is it done? (what are you talking about?) Ah yes, the Russia/Ukraine war, the slap heard around the world, the monkeypox fear, the interest rate hikes in the Anglo-Saxon world, all the above. I would say, yes to all but the interest rates, there’s still another month or 2 of noise to come […]

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Notable Transactions – Now that earnings season is over they are all back to buying/selling Buy(s) THB 680 mn JMART – Holy $hit. He and his son are still accumulating MEGA – Thats a rare massive purchase by one the GP group family SA – The fact that they are still solvent is impressive, but […]

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