ALL plans 4 new projects worth Bt12.5b in 2H, including Bt1.2b the Excel Ladprow on August 9. Comment: Still below the IPO listing price. Several decent location projects coming. But the whole sector is just whacked atm BLA tones down FY19 earnings, sees insurance premium growth fall short of 10% target, will revamp prods to […]
Read More →So reality is setting in again for the markets, here’s what you have coming…trade war impacts are going to hit the markets further. Currencies are going to continuously go a bit nuts. And hey 2/3’s of the debt outside the US are -ve yielding. Specific to Thailand…weak exports…tourism dropping YoY (but still pretty darn good), […]
Read More →Notable Transactions Buy(s) THB 34.0 mn N/A Sell(s) THB 55.7 mn SKY – Management/directors have been selling this name continuously since the “change” in government. This was one of the odd names that seemed to win several IT projects whereas the rest of the industry suffered, has the tide turned negative for them?
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