Berkshire Hathaway Annual Report 2019
Weren’t you reading this on your Sunday? Here’s the link: https://berkshirehathaway.com/letters/2019ltr.pdf Go go go!
Read More →Day: February 24, 2020
Stocks in the news (delta, gulf, irpc, lph, psh, tasco) 24.02.20
DELTA sees COVID-19 weighing on 1Q20, yet firm on 5% revenue growth target this year, sets Bt$200m capex for M&A in India. Comment: We think its going to knock off -20% off the markets revenue (excl energy) GULF’s board approve par split from Bt5 to Bt1 to boost liquidity. Comment: Liquidity? The stock has plenty […]
Read More →Market Update 24/02
The market woke up this morning with a serious flu with the whole region down 1-2%. It’s not much of a surprise given the supposed 2 weeks period that it takes for the flu to appear in people. I suspect this week will be peak fear. Should the analogy to SARS hold that by the […]
Read More →Management Trades 17/02 – 21/02
Notable Transactions Buy(s) THB 41 mn BBL – The President/CEO for the first time visibly buys shares in his bank. Sell(s) THB 2.3 bn BJC – Are they selling in preparation of an RO for the Tesco acquisition?
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