ACC ACC plans to take over a 5.5MW solar farm, valued at Bt320mn. It expects this to contribute Bt33mn net profit/year. It plans to issue warrants at a ratio of 4 shares per warrant. Management says it plans to focus on alternative energy business. (Thun Hoon, 12/01/16) Comment: Thats a fairly decent valuation given that […]

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Towards the end of last week Mobius came out with a brief commentary on China and these are the two quotes that I feel are most important, the link to the full commentary is below… “It’s important to remember that China’s economy is a planned economy, something that I think has been overlooked by many […]

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