In a nutshell Feb #’s looked like they were saved by the sweetness of sugar which somehow jumped some 78% YoY in value terms, this despite Brazil still dominating the world w/ their weak currency. Something positive to note is that exports to ASEAN and Japan (combined ~50% of exports) picked up for the first […]

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ADVANC Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16) ARROW ARROW expects 1Q16 earnings to be good on the back […]

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Dividends dividends and more dividends shall be paid out over the next few weeks and typically ends by the 1st week of May. This combined with people still hanging onto the hope that 1Q16 #’s will show an improvement (we have our doubts, retail looks dead) has kept the market rather buoyant. Now telco’s – […]

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Buy(s) THB 304 mn IFEC – Hmmm should we really believe in this IFEC story? BA – And he’s still buying and buying and buying TFG – The Chairman decides to buy another THB 25 mn worth of shares Sell(s) THB 240 mn IFEC – Nope! TVT – So has it peaked for TV content? […]

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