ANAN sees recovery in real estate business in 2H, plans 6 new launches worth Bt21b in 2H. Comment: When the situation goes from $hit to just bad, watch this share price run. Despite the iffy management. BRI booked Bt250m presales from 3 projects, launched late Aug, to launch Bt1.2b Grand Ku-kod station in September, firms […]

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BJC mulls adding Covid medications via 146 branches of Pure Pharmacy and Siri Pharma nationwide after National Communicable Disease Committee allowed hospitals, clinics & drug stores can procure Covid medicines from September 1. Comment: Coming to you from the family whose insurance company screwed over their customers TH meat producer, Betagro, to raise Bt20b (US$554m) […]

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Europe is screwed economically, done. But SE Asia…peak currency weakness? Equity markets doing alright, look at TH, barely moved this year, granted it didn’t go anywhere for 5 years…but FDI is picking up in this country (China is bad for business, finally people have realised this…), tourism figures are already back to the pre-wuflu run […]

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Notable transactions Buy(s) THB 235 mn SEAFCO – Family members of SEAFCO’s founder buying shares from?? Total volume is close to 5% of outstanding shares. JMART – Founder keeps buying, wonder what he has in store for next year… LALIN – Family member buys BANPU – Rather large purchase of the warrant. Sell(s) THB 167 […]

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