Day: January 3, 2023

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Stocks in the news (bcp, jmt, mega, hl, rsp, tfg, triton) 03.01.23

BCP said no conclusion to report takeover of ESSO, while the latter offered no comment. Comment: ESSO has been a potential takeover target in the news for the past decade, I think this is the 5th time I’m seeing it. JMT sets Bt10b capex to add bad debts this year from current Bt300b under management, […]

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Market Update 03/01

DELTA roared it’s way up to ensure that the SET finished the year up, it’s going to be amusing to watch the SET defend its weighting in both the SET and SET50. DELTA – now a 5% weighting, the second largest on the SET and returned 100% last year! Do some #’s and you’ll see […]

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Management Trades 12/12 – 30/12

Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn

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