So his latest letter is out and this time a lot of the focus on is geopolitics and US politics from discussions between Blackstone and their clients. I’ve put the whole letter below as it isn’t available on Blackstone’s website but one can easily subscribe to this letter’s from there. Enjoy! Plenty to Worry About, […]
Read More →BDMS anticipates solid 3Q from seasonal, higher contribution of specialty clinics, re-price room rates, absence of major investment, additional capacity from 172 beds Bangkok International Hospital (BIH) cod in Jul, newly launched Movenpick BDMS Wellness Resort cod 200 rooms in Jun, additional 293 rooms to open in Sept. Comment: I am curious to see how […]
Read More →There is nothing pretty out there atm….maybe its time to invest in a gold mining co…oh wait the Thai military took that option away from us. Now its interesting to see ICT recover…I wonder if there’s still further legs in this if the capex spending isn’t going to be ridiculously high for the foreseeable future.
Read More →Notable Transactions Buy(s) THB 112 mn KCE – A family member buys a chunk of shares. FANCY – I’m not sure what is going on here but it looks like an odd losing making company Sell(s) THB 1.55 bn RS – And BTS is a shareholder again in another new company! Will the share price […]
Read More →Cash splurge to boost economy : Govt to put B316bn into people’s pockets . The economic cabinet has decided to inject another 316 billion baht into the economy through a new stimulus package and remains optimistic that economic growth will be more than 3% this year despite the sluggish global outlook. Bangkok Post Third phase […]
Read More →ANAN: kick-off promo event, Urban Expo, Aug 23-25, aims to purge inventories from 32 ready-to-move in project. Comment: Expect to see a drop in their GPM’s BBL: mulls to revise measures to curb credit card NPLs, sees soured loans from those who has no pay slip climbed (self-employed, online vendor & SMEs). SIRI: cut FY19 […]
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