AU upbeats 2H earnings from improved traffic at dessert café as dine-in grows, recovery margin after repriced menu in March, plans to add more standalone shops from current 4 stores to boost grab & go sales, will open 2nd HK branch next year. Comment: Perhaps one of the last lagging f&b/tourism plays. J keeps 10-15% […]
Read More →So is the market recovery done for now? Or will the pain only be in the currency market (baht is back to USD/THB 36 as of writing). 2Q22 earnings for the market were fantastic and surprised most analysts. Fun times.
Read More →Note: Earnings season overrrrr and transactions are back in size Notable Transactions Buy(s) THB 408 mn NCL – The MD just bought out the CEO, ~11% of total shares. BANPU – He bought the warrant and sold the company shares. JMART – And the founder is still buying, another THB 36 mn Sell(s) THB 406 […]
Read More →Rubber authority reported 1M22 natural rubber & rubber products exports at 2.19m tons, total Bt240b, China is top importer account for 49% of total exports, Malaysia 10%, U.S. 7%, JPN 6% and SKR 4%. Banks pledge to maintain prime lending interest rate: Local banks have announced they are maintaining the prime lending interest rate to […]
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