BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]

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The Fed said nothing new to our ears. But equity markets have their own opinions…movements in this part of the world are going to be (or already) in the currency markets more than the equity markets. Especially Thailand, just look below YTD the SET is only down -0.8%, but the currency is -8% YTD versus […]

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Notable Transactions Buy(s) THB 101 mn KUN – I presume that this is a swap between husband and wife Sell(s) THB 1.8 bn PRINC – Founder dumps 5%, publicly said this is to improve the free float of the shares. And another director dumps shares. TAKUNI – She halves her stake from ~19% to ~9% […]

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