And now BKK and large provinces/cities in Thailand are shut down. Anybody else want to follow me by calling this government a bunch of flaccid incompetent donkeys? Stimulus package? What stimulus package? Maybe they’ll buy a few more tanks and submarines as that’ll boost the (I)nvestment in GDP Ok cynicism aside, I’m of the viewpoint […]
Read More →Notable Transactions Buying is going through the roof! Buy(s) THB 1.7 bn AMATA – Boom! Vikrom has coming out of his decade of meditation and decided to buy shares TFG – Not sure what’s going on here, buys and sells – SEC reporting issues? MINT – And he’s bought some THB 1.4 bn worth of […]
Read More →CPALL hiring 20k motorbike drivers to accommodate surge demand for 7-11 Delivery services, following soft lockdown. Comment: Amusing isn’t it that 7-11, tesco’s and BIGC’s are allowed to operate completely whereas everyone else has to shut down? FSMART inked deal partner to be Covid-19 insurance agent via its top-up machines, target 500k policies sales this […]
Read More →Doctors issue Stage-3 warning : Nation ‘not equipped’ for full-on epidemic. An association of chest physicians is calling on the government to prepare for Covid-19 to become a “Stage 3”, full-blown epidemic in Thailand while slamming the authorities’ slow response to the spread of the disease. Bangkok Post SET changes shorting rules amid chaos : […]
Read More →Bank & Finco expected to purge bad debts >Bt170k from total Bt500b NPLs in the system, Tabloid. Comment: Debt jubilee? The conspiracy theorists will have a field day with this. BKI stops selling Covid-19 insurance as entire budget coverage fully subscribed. Comment: Members of my team bought some, why? They called it a lottery, spend […]
Read More →MAJOR to temporary shut all its cinemas in Thailand, Cambodia and Laos, from 18-31 March. Comment: Another name that can double over the next 2 years. SAT sees 7-10% fall in sales this year, to emphasize on oversea markets and new product lines. Comment: Autos are dead. TASCO reaffirms big jump 1Q as asphalt sales […]
Read More →ACG allots Bt40m budget to branch out from dealer to auto maintenance services, sees demand grows as people choose to repair over replace, target 5 outlets by end of year. BJC sets Bt10b capex to add 3 BigC hypermarket branches in TH and 1 abroad, expand Pure Pharmacy, mini BigC and supermarket. Comment: So the […]
Read More →MAJOR sees sharp fall in 1H20 profit on outbreak, as several movies had delayed premier, including Fast & Furious 9 and James Bond, cutting revenue projection down 17% to Bt8.8b, the lowest in 4 year. Comment: All the major movies are going to be postponed, perhaps this will accelerate the move to digital further by […]
Read More →This drop is just WOW Viewpoints: 1Q is a washout, especially Feb/Mar, 2Q will be fukt too, especially Apr/May. Demand shock is huge, Supply shock is huge. And then? Interest rates getting lower, fiscal spending is going to be massive. And then? For a military leader, the PM is just proving why Thailand lost its […]
Read More →There were 413 Buy transactions last week! Notable Transactions Buy(s) THB 1.2 bn MINT – One of the major shareholders decided to massively increase his stake. GULF – He’s backkkkkkkkkkkkkkkk SUPER – Rare to see a decent buy here EA – Perhaps by buying the IE from his son, it will create tangible value in […]
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