ASAP in talk M&A insurance broker, seeks to branch out from car rent, used cars sales business, launches mobile app penetrate individual clients, target 100k users by end of year. Comment: I am curious to see where this fellow takes his company. I enjoyed talking with him years ago. One of the few people that […]
Read More →It’s going to be an interesting period. Reopening themes will return stronger Commodities may still continue their run Bad debt is going through the roof, this latest wave was a proper nail in the coffin to the last standing few, that haven’t adjusted their business models. Anyone else notice the strong performance of the MAI […]
Read More →Notable Transactions Buy(s) THB 22 mn N/A Sell(s) THB 420 mn III – Major shareholders sold a combined ~6.5% at 8/share (discount of -12%), wonder who this new buyer is. This is one of the company’s benefiting from the supply-chain issues.
Read More →