It’s still a quiet period for the insider buying/selling (officially) as the earnings season period continues until the 15 May. Let’s see what happens after then… Notable Transactions Buy(s) THB 15 mn Sell(s) THB 0
Read More →Thailand cut rates, the baht went to as strong as 32.8 versus the USD and the market has recovered a bit. Trumpy has spanked China (though let’s see what happens over the next 1-2 months regarding this negotiation – the probability of this already resolved by now is 1%, no negotiation can be completed in […]
Read More →AWC sets >Bt100b 5-yr capex, focusing on domestic, with 3 new hotels to CODed and Jurassic World in Jul, interested in Govt’s entertainment complex for non-casino segment. Comment: Buying from the family? Or actual development? AWC b/s still feels stretched and even with the share price -50% since its IPO, it’s still expensive…
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