I thought that Thailand started working again mid May, no, there was another long weekend…for wife # whatever. Perhaps Thailand is a perfect example of what happens when there are too many holidays and people don’t work, it’s becoming the France/Italy of Asia. I believe that Prayuth and friends added 2 holidays, and if you […]
Read More →Notable Transactions Buy(s) THB 240 mn Sell(s) THB 200 mn
Read More →ADVANC’s unit, Advanced Wireless Network, has submitted bids for 850MHz, 1500MHz, 2100MHz and 2300MHz spectrum , qualified bidders will be announced June 19, auction on June 29. TRUE, via its unit TrueMove H has also submitted for similar spectrum Comment: Allowing this duopoly is going to come at the cost of the country and the […]
Read More →AAV keeps FY psx t/g ~23-24m, adding 6 aircrafts tally to 66 planes to strengthen mkt share in competitive routes, lower oil px open upside to margin, will review annual t/g aft eo-2Q. Comment: As long as oil stays low, margin improvement. CPN to launch 9 new pjs woth Bt16b, including a luxury single-detached house […]
Read More →APCO in talks Nigeria prtnr to expand health supplement biz in Africa, expects to secure OEM ords to supply 12 items at first phase, ink deal in Jun. AOT: Austrian Airlines will increase flights frm Vienna to BKK, operating double daily services for an upcoming winter flight scheduled frm Oct till Apr 2026. AWC & […]
Read More →EPG collabs with metal sheet roofing producer, Assavas Metal, to joint expand roof solution, bringing its AERO-ROOF insulation to combine with Assavas roofing system. Comment: Who cares about EPG…really…tell me? anyone? anyone? Does the company now have 1,000,000 patents? Perhaps the company should focus on getting their returns on capital/assets/equity higher. LTS’s board approved acquisition […]
Read More →BGRIM acquires 97% stake in Philippine solar power pcdr (Caronsi Solar Energy Corp) undertaking & developing 65mw solar project. Comment: The Philippines is the best example of a country that is controlled by 10 families and a group of corrupt politicians and civil servants. An unpopular opinion I have is that Duterte was fantastic for […]
Read More →And so the nerves of the political brouhaha have started. With the noise against Thaksin & Yingluck who wants to take the over/under that Ung-ing gets kicked out? Or is just a tactic to pressure them regarding the budget? What happens if Anutin becomes PM? 1Q #’s came out and looked quite meh – even […]
Read More →Notable Transactions Buy(s) THB 150 mn Sell(s) THB 391 mn
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