Ruling PPRP aims to win 150 House seats: The ruling Palang Pracharath Party (PPRP) aims to win at least 150 House seats in the next general election, according to party secretary-general Santi Promphat. Bangkok Post Ministry closes 2 Covid-hit insurers: Two companies had their business licences revoked after they ran out of money to pay […]
Read More →CBG launches promotion to give away 500 moto-bike worth Bt25m, vows to maintaining selling price, to launch CBD mixed drink in 2Q. Comment: Been thinking that this group of co’s is “cheap” and we all know that the costs of their packaging/bottles etc are up for the moment, at one point this turns… HFT’s running […]
Read More →The usual collection of random thoughts over the past 2 months Sweet weed https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/ Came across this study, and guess what? That sweet sweet weed helps against the wuflu. So c’mon Anutin and friends, stop screwing over the population more than you’ve already done and get us access to that sweet weed Elections BKK governor […]
Read More →The Ukraine/Russia event and newscycle led to everything else not being important in the markets, alas part of me still thinks we should look at the actual figures of companies…and here we go for 2021. In summary: ALL GREAT improvements The financials rocked and rolled (accounting certainly helps) Petrochem & Energy rocked and rolled – […]
Read More →HTECH expected its product “cutting tools†will gain more order from hard-disk drive, data center, expecting to increase its capacity 3-4 folds from current capacity as well as sales revenue to grow 10% this year Comment: They were supposed to be the beneficiary of crypto miners, but that story appears to be finished. GUNKUL to […]
Read More →ATP30 to add 100 more vehicles to its fleet, with potential to add 5-6 new clients, boosting profit by 25% to all time high at Bt600m, mulls using EV for commercial purposes Comment: And that’s the business model for ATP30, win customers, add more vehicles, share price bump B to start 100 crypto mining machines […]
Read More →ASW reports Bt3,250m 1Q22 presales, or 33% of its Bt10b this year target, to launch 3 more projects in 2Q worth Bt3,180m, for a total of 7 worth Bt12,400m this year. Comment: A relatively new IPO, as a mid-size developer, being listed has helped to raise capital just before covid hit, perhaps will be a […]
Read More →So, covid + russian/ukraine = the SET above 1,700. No surprises here. DTAC&TRUE vote is this week, probably going ahead, this government nor its institutions wouldn’t dare go against CP.
Read More →Notable Transactions Buy(s) THB 210mn GLORY – Well…an online bookstore in Thailand – the CEO has bought a fair amount of shares, team thinks NFT play to pump it NUSA – Another great crony play. SLM – A suspended name? Probably a relisting play. Sell(s) THB 605 mn TKN – If the family continues selling […]
Read More →All eyes on China: New lockdowns in key industrial cities are causing a rethink about global supply chains. China’s zero-Covid policy has lasted for nearly two years and faced a tough challenge last week as a flare-up triggered fresh lockdowns in several industrial cities in hard-hit northeastern Jilin province and southern technology hub Shenzhen. Bangkok […]
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