A month ago I had heard a rumour regarding TKN potentially being acquired by an MNC. A: Initially I thought the the price movement on the 29th September when the share price moved to 11.50/baht (from 10) intra-day was the beginning of the move. Over the next few days we realised that this wasn’t the case […]
Read More →ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base. Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive. […]
Read More →I think the ST bottom is in for the market. Why? I still think commodities are ripe to take off for the next 3-5 years. I think the death of the banking/property sector has been priced in. I think that telco’s are going to stop fighting one another. When the above 3 sectors move the […]
Read More →Notable Transactions Buy(s) THB 264 mn ALT – The President and the Director take a combined ~5% additional stake in the company Sell(s) THB 529 mn TQM – The founders sell out via blocks to institutional investors. TKN – Interesting that sister of the founder is selling.
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