ADVANC agreed to pay JASIF Bt3b in advance for fiber-optic rental, to sweenten the deal for its acquisition. ASIAN: SEC approved IPO filing of its pet food unit, Asian Alliance Int’l (AAI), to sell up to 637.5m shares, TISCO leads. Comment: I look forward to seeing this IPO, Asian hit gold with the pet food […]
Read More →ASK keeps Bt37b FY loan target after logged Bt18.14b in 1H, improves debt service ability and high seasonal in 4Q to boost earnings. Comment: And because of their product/customer base, NPLs are not going to mimic what has been seen in the motorcycle space BA reaffirms Bt8b revenue target this year, 2.6m passengers, on tourism […]
Read More →Sooooo all eyes are again on the Fed for the Sept 20-21 meeting, and you know what they’ll do? Increase rates….so what move on…unless there is a huge surprise somewhere the outlook for the next 6-12 months is pretty much known. Big boys (basically all listed co’s) are doing well, the smaller private co’s aren’t…I […]
Read More →Notable Transactions Buy(s) THB 152 mn JMART – Founder keeps buying, if you do the numbers on how much he’s bought back in the past 12 months, it’s astounding. SPALI – The husband & wife team continue buying and buying. Sell(s) THB 577 mn TAKUNI – Family members dump shares (16%) to … another family […]
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