Banks woke up last week, have my doubts on this continuing unless the BoT suddenly swamps them with unlimited capital + cheap financing that they can relend out and make a spread upon. Industrials – effectively oil & petrochem’s still the place to be….until the saudi’s/russians/americans decide to increase supply…which probably will not happen until […]
Read More →Effective at the close of Fri (Jun 19). FTSE SET Large Cap index: +CRC & DIF FTSE SET Mid Cap index: +ACE, BAM, IMPACT, LH, MINT, TQM
Read More →AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]
Read More →Notable Transactions Buy(s) THB 277.7 mn DCC – A director bought a bucketload of shares JMART – The father and in this case, son, have been accumulating a lot of shares. PRINC – This is a hospital play, the MD buys up shares. SITHAI – The Chairman gobbles up shares. Sell(s) THB 73 mn PJW […]
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