AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]

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The market has continued to get weaker in the past week for the same reasons 1) Weaker THB 2) Continued weakening economy etc etc, now another thought has entered into my mind, historically the USD gets weaker after the first rate hike for a few months, should we expect this to happen will SE Asian […]

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The opportunity days are back! Starting today you can begin to look go and listen to the owners/CEOs/Presidents’ of listed companies talk about their latest earnings or even stream them online. My analyst just reminded me, the schedule may change from day to day so you’ll have to continually check the SET website. Enjoy!   […]

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Notable Transactions Buy(s)  THB 91 mn GUNKUL – The assistant MD buys THB 51 mn worth of shares, a week before 2Q #’s are announced..(just out and earnings were up 70% YoY on a Q basis, however 50% down on 1H comp) IFEC – The “spouse” of the CEO is dumping warrants and buying shares, […]

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