KBANK may be readmitted to MSCI after raising free-float, sees Bt6.1b inflows, while BAM may be deleted, announcement Aug 11 and effective Aug 31, Tabloid. Comment: It’s going to be a fun week for this sector. MAKRO added 3rd hypermarket branches in Phnom Penh, sees positive feedback from local F&B operators, mulls tapping in VN […]
Read More →It’s going to a funny week, we have: The last week of earnings season A shortened week due to ANOTHER friggin’ public holiday in Thailand The Bank of Thailand meets and I hope raises rates (I want to see a +200 bps, though I’m expected 50-70bps) Then the US Fed meets to wiggle their figures […]
Read More →Notable Transactions Note: It’ll be another week of no trades until earnings season is finished (15 Aug) Buy(s) THB 35.7 mn KKP – Thailand’s most respected(?) banker and the Chairman of the Excom buys shares. Sell(s) 11.9 mn N/a
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