AKR aims to secure at least 10-15% of Bt3b power transformer procurement from Metropolitan Electricity (MEA)& Provincial Electricity authority (PEA) in 2H, expects demand for replacement accelerate following fire incident at Sampheng market on Sunday. Comment: Really? That fire incident is nothing, the company/news is rubbish. CKP anticipates strong 2Q/3Q earnings from higher power gen […]
Read More →ASIAN upbeats outlook from strong PET food & frozen pre-cook meal sales and tailwind from weak THB, allots Bt660m to up capacity by 6k tons in 3Q, revised up FY22 sales growth target to 19% from 12% to Bt11.2b, OEM subsidiary Asian Alliance Int’l (AAI) on track to list on the exchange this year. Comment: […]
Read More →Short term market bottom in? Just this morning the BOT finally talked about raising rates, so peak THB weakness done? Then there’s news over the weekend that China requested for 2 flights/week to Thailand. I’m still $hit scared for Europe economically over the coming months, rising energy costs in Germany is going to kill the […]
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