ASK reported Bt15b new loan 5M22, driven by e-commerce, logistic, agricultural and tourism sectors, keeps Bt37b full year target, lifts loanbook to Bt66b by end of year. BAM and KTB, both held by FIDF, are allowed to set up a JV AMC. BAM’s in talks with 7 banks for such JV. Comment: Setting up an […]
Read More →And the noise regarding rates continues this week. Let’s see how this unfolds, commodities still the only place in town…what about the insurance names that should benefit from 1. Rising rate environment 2. Older population – more insurance 3. Post covid a permanently higher customer base for health insurance policies Note energy security coming into […]
Read More →Notable Transactions Buy(s) THB 382 mn GULF – King kong is back to buying his shares. JMART – And he’s still accumulating shares, they’re targeting 50% growth again for this year and next… K – That’s 5% of the shares bought by the Director ORI – And the wife continues to accumulate. Sell(s) THB 98 […]
Read More →