Right of first refusal, or as I like to call it, freebie shares. Is this the beginning of a new trend where companies are going to be spinning off subsidiary/associate co’s and offering shares of the new IPO to existing shareholders of the existing listed co? The first one we saw post-lockdown was BWG (Better […]
Read More →AWC inked deal with Marriott International to expand 4 hotels total 1,638 rooms including Ritz-Carlton Reserve, Autograph Collection, JW Marriott Marquis. Comment: And watch them continue to sell assets from the private co to the public co. BGRIM’s expected to wrap up 2,700MW LNG to Power deal in Vietnam by early next year following earlier […]
Read More →Last day of the month, earnings are done, XD dates are in progress and so now the q is what’s next….will the markets price in the reality of a rather weak economy or will investors look at the potential momentum build up over the coming months/quarters/years? I still think this will be sector specific and […]
Read More →Notable Transactions Buy(s) THB 127 mn AGE – A swap between family members TFG – He’s still buying. And with commodity prices still going up, it makes sense. Their non-listed competition is suffering… SAWAD – The boss lady continues going for it. Sell(s) THB 154 mn AS – He’s been dumping heavily since the spike […]
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