AAV resumes domestic flights from Friday (September 3), 11 routes depart from DMK airport for initial phase. Comment: No surprises, only question is how draconian the local authorities at each province are going to be in regards to requirements for entering. I.e. quarantines, vaxxxxxxxxx passports etc etc. If they are overly strict, you’re not going […]
Read More →It’s the same story, reopening theme plus no tapering from the US Fed, wouldn’t be surprised to see the USD/THB back into the 31s. And despite their rhetoric, I put a low probability on any tapering occurring for the next 1-2 years. Watch the commodities. Watch the market share going to the big boys (effectively […]
Read More →Notable Transactions Buy(s) THB 71 mn N/a Sell(s) THB 1.16 bn ERW – A YUGE block, I suspect it’s to a family holding co. PSL – The CEO dumped 10% of his holdings or THB 200mn +, retirement in 2-3 years is expected. Question is, does this selling remove the support the share price has […]
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