BGC sees 3Q turnaround on jump start bottles & containers restocking ahead of holiday season, recovery consumption on the back of cash handout stimulus, lower energy costs and soda ash price boost margin. Comment: Up and down….at the end of the day there isn’t much overall volume growth in the industry. CPAXT will relist under […]

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AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September. Comment: There’s no stopping the tourism train to Thailand. AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, […]

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AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]

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FCCT event – Thursday 26th September Persons Present I never gave 2 shits about politics anywhere in the world, perhaps this is a function of growing up in the 80s/90s within perfect bubbles created by my parents throughout the countries that I’ve lived in. Or perhaps the world was in a special period where economies […]

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Hello hello hello, I’m backkkkkk. Tomorrow Vayupak 3 (yes, as I was reminded on Friday, it’s actually #3 if you know your history) is supposedly going to start hitting the Thai equity market, in the space of 8 weeks the SET has gone from ~1250 to ~1450, that’s a +16%, throw in the USD/THB going […]

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A bit of media For a rare moment I actually appeared in some media outlets over the past 2 months. Longtunman Longtunman – Great shop, lovely folk, think they’re the best at what they do in the region – why? They made me sound half intelligent through the wonders of editing in this interview (from […]

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Week 04/09 – 06/09 Company BMC VN: successfully mobilized VND1,000 bn through the bond channel in August, bringing the total outstanding bond debt to more than VND13,200 bn. BCM VN: continues to successfully issue bond batch code BCMH2427003 with issuance value of VND500 bn, 3-year term. GEG VN: successfully issued 2,000 bonds with a total […]

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BGRIM: reports cod-ed 20mw Gifu solar project in JPN yesterday. TRUE: collab with Intel to provide smart healthcare solutions, will deploy OpenVino software providing edge AI in healthcare solutions that support diagnosis & treatment, medical data mgt will be provided by TRUE network that connects med equipment installed in various areas to hospital’s central system. […]

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