Non-listed mall operator, the Mall Group, revised down this year sales target by 30% from Bt58b last year.

Comment: Not listed, but interesting news nonetheless

JKN, in cooperation with ICC Group, launches JKN Shopping, a home shopping channel, on JKN Dramax and JKN-CNBC web site.

III announced buyback up to 10m share or 1.64% of paid-up under Bt50m budget from May 27 till November 26.

Comment: Another share buy back!

THAI’s restructuring plans was not on cabinet agenda yesterday, will not put burden on government and taxpayer money, said PM.

Comment: I still think that there is a high probability this name is 1-3x from here within the next 6 months. But of course the current equity is worthless.

TWPC sees recovery tapioca products order from China, taps in Indonesia market to boost noodle & vermicelli sales, expects meaningful turnaround posted lockdown.

Comment: Margins have been compressed over the past 3 years, will the cycle change for them? 

  1. re: THAI: could that be a stock consolidation, then a RO, with Govt funds taking up a chunk of ‘new’ equity?
    PS: a BIG thanks for your mention of SIS. I am selling into strenght today, having averaged down on the SP ex div. Combined gain + div. – a very nice ROI. 🙂

    • Thai – RECAP probably all at one shot. They’re bankrupt, I expect to see a lot of pilots/staff looking for new jobs – doing what? I have no idea. Though the one option that I’m surprised is not taken is just to just let the corporate entity THAI go bankrupt. And restart, less investment costs all around. KTB recaps for the loan loss.

      SIS – I do not remember what I said…..remember I do not intend for this site to be investment advice, just my random thoughts…but congrats nonetheless!

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