AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
Read More →FCCT event – Thursday 26th September Persons Present I never gave 2 shits about politics anywhere in the world, perhaps this is a function of growing up in the 80s/90s within perfect bubbles created by my parents throughout the countries that I’ve lived in. Or perhaps the world was in a special period where economies […]
Read More →Hello hello hello, I’m backkkkkk. Tomorrow Vayupak 3 (yes, as I was reminded on Friday, it’s actually #3 if you know your history) is supposedly going to start hitting the Thai equity market, in the space of 8 weeks the SET has gone from ~1250 to ~1450, that’s a +16%, throw in the USD/THB going […]
Read More →Notable Transactions Buy(s) THB 30mn Sell(s) THB 105 mn
Read More →A bit of media For a rare moment I actually appeared in some media outlets over the past 2 months. Longtunman Longtunman – Great shop, lovely folk, think they’re the best at what they do in the region – why? They made me sound half intelligent through the wonders of editing in this interview (from […]
Read More →Week 04/09 – 06/09 Company BMC VN: successfully mobilized VND1,000 bn through the bond channel in August, bringing the total outstanding bond debt to more than VND13,200 bn. BCM VN: continues to successfully issue bond batch code BCMH2427003 with issuance value of VND500 bn, 3-year term. GEG VN: successfully issued 2,000 bonds with a total […]
Read More →BGRIM: reports cod-ed 20mw Gifu solar project in JPN yesterday. TRUE: collab with Intel to provide smart healthcare solutions, will deploy OpenVino software providing edge AI in healthcare solutions that support diagnosis & treatment, medical data mgt will be provided by TRUE network that connects med equipment installed in various areas to hospital’s central system. […]
Read More →BDMS signed MOU with Russia’s largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism. Comment: Thailand is the #1 playground to play a fool and get healthy again. CIVIL wins project from Highway Dept valued at Bt699.57m. BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
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