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 […]
Read More →Arkhom pushes insurance variants: Minister wants policies to cover damage to the environment and state infrastructure. The Office of the Insurance Commission should consider approving insurance that covers environmental damage and damage to state infrastructure, says Finance Minister Arkhom Termpittayapaisith. Bangkok Post Govt relief schemes ‘inject B5.73bn’: Over 20 million people have taken part in […]
Read More →Week 29/08 – 09/09 MWG VN For Jul’22, MWG’s net revenue and consolidated PAT increased by 16% YoY and 32% YoY, respectively. For 7M22, co. achieved net revenue of VND81.87trl (+14% YoY, completing 58% of FY target) and PAT of VND2.88trl (+3% YoY, fulfilling 45% of FY goal). Comment: And just wait for the deal […]
Read More →CPALL to sell tix of TH Moto GP event, OR Thailand GP, via 7-11 nationwide and www.allticket.com, free practice from September 30, race day October 2. ERW expects FY22 OCC at budget hotel unit (Hop-Inn) >70%, non Hop-Inn >60%, RevPar +60% yoy, Hop Inn Bangna to open in October, Thonburi station near Icon siam & […]
Read More →BE8 reassures solid 2H after completed M&A tech integration, X10 IT Resource, Bt713m backlog from corporate transformation projects pending to realize, additional M&A cyber security, Bay Computing (BAYCOM), to complete next year, expects to enhance competitiveness from one-stop digital transformation solution, larger ecosystem. Comment: The thai tech scene has been boominggggggggg. Though at one point […]
Read More →AMATA sees industrial land sales momentum accelerates in 2H, renewable power, auto parts makers, food manufactures, chem, data center & logistic among top clients, expects more to come as EV parts suppliers hv to move along with EV producers to Asean. Comment: Even this dog is going to benefit from the unexpected amount of FDI […]
Read More →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 […]
Read More →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) […]
Read More →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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