BLA rolls out new insurance prods to capture demand for tax saving ahead of yr end. CPALL sees strong 2H from +ve SSSG supported by govt spending stimulus, wider margins from ready meals & healthy drinks and rev from counter service pay & banking agent. Comment: And all this helicopter money is just putting tax […]
Read More →ADVANC’s ready for 5G auction with Bt62b available cashflows. Comment: It’s a yield play more than anything else AOT reports 141.87m passengers last fiscal year, +2% yoy, with international passenger growth of 4.4%, flights +2.41%. Comment: And look, there’s still growth, I think 4Q may be a bigger positive surprise than people expect in terms […]
Read More →Part of me is contemplating that a 2-3 year bull market may be coming in the commodity space, particularly oil and coal…very hated sectors at the moment.
Read More →Notable Transactions Buy(s) THB 193 mn CGD – Another massive transaction by a family member. Sell(s) THB 22.9mn N/A
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