Notable Transactions Buy(s) THB 293 mn JMART – He keeps buying and buying TU – Head buys more, then again, if he really thought it had great upside he would’ve done what Adisak has been doing. TTA – And this fellow is still buying. Shipping is seasonal, 4Q-Jan is *almost* always weak, and look how […]

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BCPG’s firm on 30-40% EBITDA growth this year, supported by recognition of 11MW in Thailand and 3 projects with 65MW capacity, to gradually COD from 4Q21, sets Bt18b capex. CPF board approved disposal of fresh foods retail & distribution business to Ek-Chai (Lotus) for Bt861.6m. Comment: This is one to extract cash from a recently […]

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