~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 →COVID WUFLU Stupid government. There we go. Thoughts: Just unleash the same playbook, but it will go faster this time around. Ignore your personal thoughts on what should be done. Don’t you think NPL acquirers are going to rock and roll? Is there a listed co here which sells guns? And we’re off to the […]
Read More →AS to launch 8-10 online games in FY21, expects download jumps from 2nd round of Covid spreads, target 15-20% next year. BCP sets Bt23b capex for FY21 to revamp cracking unit and R&D petroleum products, purges holding in Lithuim Americal Corp (LAC) for $136m vs initial investment of $36m, cap gains will be rec directly […]
Read More →IND: engineering consultancy firm, turnkey service for infra, power plant, commercial, industrial and residential development, Index International Group, debut today, 90m shares at Bt1.1 apiece. Comment: Lets see if this name still pops. INSET wins mobile phone station upgraded, green field and repeater installation for TRUE total Bt250m. SGF anticipates meaningful turnaround 4Q from improved […]
Read More →ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1. Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result […]
Read More →Notable Transactions Buy(s) THB 107 bn AWC – Just a switch from personal holdings to family co holdings for this group BH – A BBL family member (remember they are the major shareholder in BH) buying a chunk THG – He’s still buying TFG – So is he! CK – Family member buys a chunk […]
Read More →Baht set to rise until end of 2021: EIC says appreciation hampers recovery. The baht’s appreciation is poised to continue until year-end 2021 as a result of the weaker US dollar and Thailand’s current account surplus, with an export recovery potentially tempered by the strong local currency, says a research house. Bangkok Post Freer visa […]
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