DMT mulls bidding for rest area’s commercial service plaza from Department of Highway, seeks to branch out from tollway business, shorter payback period, avoid heavy capex. Comment: This group were “Clever” in getting their 1 concession which ended up paying great dividends for decades. Let’s see if the next generation can figure out how to […]
Read More →Ah that wonderful September feeling where did you disappear to? Evergrande is all of the news at the moment, despite this being spread around the investment community for the past 5-6 months. And this is apparently what’s driving the markets on the way down. Our playbook for the next few weeks are along these lines….US […]
Read More →Notable Transactions Buy(s) THB 270 mn TQM – Family members buying big. Sell(s) THB 422 mn BDMS – And the founder is back to being a seller. PJW – One of the family members (Vice Chair) dumps 2% of total outstanding shares. SPA – The MD sells off some shares.
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