And here you go…I wouldn’t be surprised to see 50% of all tourists in Thailand come from China within the next 5 years. So who benefits? It is isn’t necessarily just the airport (AOT), airlines (AAV, BA, NOK, THAI) nor the hotels (ERW, MINT, CENTEL, DTC) but names like BEAUTY have said that they’ve benefited […]

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ACC ACC’s shareholders have approved 300mn share capital increase, at par Bt0.25 with warrant at a ratio of 4:1 and an exercise price of Bt1.25. It will use the funds for business expansion. It expects 2016 revenue to turn around on the back of alternative energy and property business. Its power plant business has already […]

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And the roaring start to the year continues for the SET, up 8.2%, driven by resources, tech (read telcos) and financials. Earnings last year were so-so @ best given the multiple write-offs by the resources sector, insurance seems to be suffering this year along with the MAI index still down -3.7%. Now we wonder aloud…with […]

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Notable Transactions Buy(s) THB 598 mn BIG – Some THB 160 mn bought by the two founders, a block purchase perhaps? BA – And he continues to buy and buy and buy BROOK – Hmmm BROOK … hmmm SPALI – Typically whenever you see this family buying back their shares in SPALI, implies a very […]

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