ADVANC’s 1Q25 NP due today, expected to report Bt9.82b bbrg consensus, +16.2% yoy, on stronger core segments, mobile and fixed broadband biz. Comment: No more free coffees and their margins are going higher. Choose which oligarch you want to pay for the right to use a phone, Gulf & friends or CP Group. BGRIM reaffirms […]
Read More →Hey Thailand is recovering!! It’s “only” down -14.7% this year….ffs…. We’re still in the midst of earnings season which finishes on the 15 May. What clever comment could I add today…None I’m stumped. But the LTF selling is gone, everyone’s switching to LTF LGBTQEFG funds. And now with selling pressure gone – is it time […]
Read More →It’s still in the silent period until 15 May. And then let’s see what happens next as for the first time this year Thailand will start working non-stop until the major holidays at year end. Buy(s) THB 26 mn Sell(s) THB 19 mn
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