Last week we were sitting in the office and thought aloud, how did this wonderful Thai Government come up with the idea to open the country on the 1st October? Note: I want to be able to fly openly throughout the world without quarantines (just like in the US and parts of Europe), so I […]
Read More →AMANAH sees marginal impact from lockdown as majority of hire-purchase services are outside Bangkok & vicinity EKH expects ATH profit 3Q from higher average Covid test at 200-300 cases/day, 400 IPD beds & 200 from field hospital fully occupied, tailwind from Sinopharm jab service & 1 hospitel, sees upside from arrival of Moderna alternative vaccine […]
Read More →It’s a short week for the Thai market, 2 public holidays, and the case #’s continue hitting new highs. Market participants have been telling me that no one would be surprised if the daily case figures hit 20k, therefore I interpret this that there is no shock factor left, and with a special someone’s birthday […]
Read More →Notable Transactions Buy(s) THB 39 mn GUNKUL – The Chairman/Founder buys some shares Sell(s) THB 54 mn GUNKUL – And then he dumped them and more than he bought!
Read More →Strict rules bar hotels from asset warehousing scheme: More Thai hotels may opt to sell their properties if the stringent measures set for financial aid schemes, such as asset warehousing, prevent them from accessing soft loans. Bangkok Post Arkhom: Debt freeze could lengthen: Financial institutions should consider if the Bank of Thailand’s move to suspend […]
Read More →AAV: local fund, KASSET, raised holding by 0.2642% to 5.0528% of total outstanding on Tuesday. Comment: I still wonder about who this mysterious saviour investor is to AAV. ATTA said a spike in new cases in Thailand and other Asian countries is leaving little hope of reviving the short-haul market this year despite the country […]
Read More →APURE inked deal with Walmart to supply canned sweet corn, cream style corn, sweet corn in vacuum pack and canned baby corn thru its hypermarket in US & EU, target 30-40% CAGR over next 3 years, expects to get additional client on board in 4Q. Comment: That’s an incredible achievement. Thus the price wasn’t purely […]
Read More →CPW maintained 20% FY21 revenue growth target supported by new IT & gadget products launch during the year, larger contribution from online sales, wider margins from IoT & smart home products. Comment: A C-grade version of COM7 ECF sees recovery in furniture mkt on seasonal and weak THB, while Minbu solar PP in Myanmar have […]
Read More →ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches. Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis. BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes. Comment: I know […]
Read More →As I say with everyone, interpret as you see fit Data source: ourworldindata.org Date: 10 July 2021 (why? Because this is the latest data when # of tests is included)
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