AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles. Comment: And they’ve increased the fee that they chargeā€¦. BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings […]

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So the THB is the weakest in 16 years and as of this Monday evening has crossed 37 to the USD again, whereas the equity market remains flat for the year. Amusing times….all eyes on this week as 16 central banks are making a decision within 24 hours, shouldn’t they all be increasing rates?

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Notable Transactions Buy(s) THB 240 mn SPALI – The power couple keeps buying and buying and buying. SUSCO – Now that’s interesting, haven’t seen them buy shares in a long time, a beneficiary of falling oil prices and increase in fuel volume (via its holding in BAFS and trading oil to Cambodia) Sell(s) THB 112mn […]

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