Notable Transactions Buy(s) THB 212 mn THG – And he keeps buying AJ – Switch between family members TFG – He buys no matter the price SABUY – A new IPO in November ’20, and the CEO is buying a buy of shares. SGP – Switch between family members Sell(s) THB 1.3 bn CHAYO – […]
Read More →No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]
Read More →AGE reaffirms big jump 4Q20 from strong coal exports to China, logged FY20 sales volume above 3.5mt target, 1m tons backlog to realize till eo-2Q21, mulls to add vessels and trucks to boost transport revenue, seeks to expand power business. Comment: I used to refer to them as baby banpu pre-2010. But they are traders […]
Read More →So the Thai Government has done another wonderful job at shutting down the economies throughout the country yet again. Same playbook, trades are in, just wait. Commodity prices are still going up up up. And shipping has already moved a fair bit. No inflation you say? Look at Japan’s electricity prices this month due to […]
Read More →Notable Transactions Buy(s) THB 148 mn SPG – What is happening here? ~5% of shares switching around amongst the shareholders? THG – And he keeps buying Sell(s) THB 141 mn EA – I’m sure the company is going to be amazing if the owner is selling. AU – Another block trade?
Read More →~Rant begins~ Some of the books I’ve revisited during the past 6 months were George Orwell’s 1984 and Animal Farm. And for my own personal amusement I shall do a poor usage of the characters name for this random thoughts post Characters: Napoleon – Prawit Squealer – Prayuth Boxer – Anutin Benjamin – Pheu Thai […]
Read More →SET ‘top Asean’ trading performer: The Stock Exchange of Thailand (SET) Index rounded off the year as Asean’s top performer by daily trading volume, according to figures released yesterday. The index closed yesterday, the last trading day of the year, at 1,449.35, down 8.26% from last year. However, its daily trading volume averaged at 67.33 […]
Read More →AAV said the latest outbreak the worst crisis for aviation in Thailand as airlines face more pressure than during the lockdown last year. Comment: Nothing was worse than the March-May period where everything was shut down. But the government is trying their best to make things just as difficult at the moment. EPG upbeats 1Q […]
Read More →ASIAN up production pet food, pre-cooked & ready meal to fill demand for WFH, expects wider margins yoy from larger sales of high value added products, eyes 10% sales growth target. Its active case finding saw no staff infected with covid. RBF will finalize plan to build new foods fragrance, colors, flavor production plant in […]
Read More →