It’s still such a depressing market to be involved in..and now we’ll see how long it bumps along the bottom for. 1Q25 earnings are all done and now there will be no newsflow until August so we’ll have 3 months of proper noise in the market. It’ll start with politics – the draft budget is […]
Read More →Notable Transactions Buy(s) THB 46 mn Sell(s) THB 153 mn
Read More →BGRIM posts 51.6% increase in net profit for first quarter: B.Grimm Power Plc (BGRIM) reported a 51.6% increase in net profit for the first quarter this year, while advancing industrial user expansion and nearing commercial operation dates for its renewable energy projects. Net profit jumped by 51.6% to 749 million baht, while earnings before interest, […]
Read More →TIDLOR to debut today, after transforming into a holding co via share swap at 1:1 ratio, while NTL is delisted effective today. Comment: Some clever people were telling me yesterday that the last 2 companies to switch to holdco’s were SCB and STEC and both their share prices, as did TIDLOR’s, declined stupidly into the […]
Read More →CPALL board approved Bt7.5b share buyback, not exceeding 150m share or 1.67% of paid up, between May 16 to Nov 14. Comment: Accept our little gift you peons
Read More →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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