From the FT this morning: The threat to the euro has always been a soluble problem cloaked in an aura of political impossibility. But with each day, both sides seem more willing to indulge in blame shifting rather than constructive engagement. Greece now stands on a precipice. It is increasingly hard to detect the path […]
Read More →BGT BGT targets gross margin of 40% backed by implementing cost control and introducing new products. 2Q15 profit is expected to be good. It expects 10% revenue growth this year. It plans to expand abroad. (Thun Hoon, 29/06/15) Comment: I’ve always thought they knew how to run a good retail business, but the numbers haven’t […]
Read More →And the only news this week that will have an impact is Greece! Question – will it have a contagion effect? No, it won’t precipitate a liquidity crisis.
Read More →Notable Transactions Buy(s) THB 451 mn POST – So he’s gone ahead and acquired up to 25% of POST b/c he says he believes in the future and the business today. PF – I still fear a future capital increase by Property Perfect. BA – And he continues to buy more and more shares. Sell(s) […]
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