Month: January 2021

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Management Trades 21/12 – 30/12

Notable Transactions Buy(s) THB 46.6 bn AWC – Just switching from personal holdings to a corporate holding THG – And he’s still buying. DELTA – That’s interesting/odd to see at these levels. MTI – I’m becoming more curious about the old fashioned insurance names…more as an idea re int rates. SA – New IPO, condo/real […]

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Market Update 04/01

COVID WUFLU Stupid government. There we go. Thoughts: Just unleash the same playbook, but it will go faster this time around. Ignore your personal thoughts on what should be done. Don’t you think NPL acquirers are going to rock and roll? Is there a listed co here which sells guns? And we’re off to the […]

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