AS sees >100% growth in revenue this year, plans 6-10 new games next year, hopes to resume dividend payment mid-2021, sets Bt100-150m capex for Vietnam and Indonesia expansion. Comment: You’ll probably see a quarterly decline in revenues. AUCT upbeats 4Q earnings momentum from accelerating traffic at auction yard as Leasing & Banks purge repossessed vehicles […]
Read More →What a difference a few weeks make. The SET is +16% this month alone, though still down -12% ytd. Which sectors drove it? Resources (i.e. commodities and all) *personal pat on the back here*, and #2 were banks. Though I’m right now listening to BAM’s call, and they’ve mentioned that their capacity of buying bad […]
Read More →Notable Transactions Buy(s) THB 271 mn VGI – BOOM! What a buy order. So first he buys a stake below 6 before the Kerry IPO is announced. Then BTS sells it’s stake in VGI to investors. And now he’s gone ahead without another massive buy. Sell(s) THB 12 mn N/A
Read More →Protests Well it’s keep it short. I don’t see how this government steps down when they control the Government, the police, the army, the navy, the airforce, the courts etc etc. I can’t remember the last time there was a “political” group this powerful in Thailand’s modern history. I’ll rephrase this, there is one potential […]
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