Notable Transactions Buy(s) THB 99 mn TIDLOR – Even I’m curious as to how these players are able to maintain these valuations, but c’est la vie at the moment. And this fella still likes the shares at the IPO price. TCAP – The Chairman buys THB 30mn+ Sell(s) THB 329 mn THG – A massive […]

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BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]

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BANPU expected to report after market shut, Bt993m consensus. Comment: Commodities – Let’s see what the #’s are. What a busy week it is. GPSC reports 1Qnp @ Bt1.97b, +25% yoy, thanks to higher profit sharing revenue from Xayaburi hydro power, gains from disposal of Global Renewable Power and dividend income from RATCH, Rayong Waste […]

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ASW, real estate developer, Assetwise, debuts IPO 206m shares at Bt9.82 apiece, ASP leads Comment: Does it make sense for the pop on a fundamental level? NO! But on a funnymental level, oh hell yeah. Small float, retail investors back and active. BAY’s adding more health insurance products on shelf, aiming to boost fees from […]

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ADVANC keeps 2-5% revenue growth target this year, sees benefit from 5G, helping healthcare sector to weather the covid storm Finance Ministry extends jet fuel tax cut to Bt0.20/liter from the April 30 expiration to December 31, positive to AAV, BA and AOT. ILINK reaffirms solid 1H earnings from strong network installations rev supported by […]

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AJ: local fund, BBLAM, bought big-lot 20m shares from management, sees growth potential from packaging business & upside from JV packaging unit with SCC in Vietnam. Comment: And that explains the big sale. BBLAM typically has done quite well with these type of positions. GULF to tender for INTUCH at Bt65 (last done Bt58.5) after […]

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