AOT: Vietjet annced resumption of SIA – Danang route, 3 flights/week from Mar 27. Comment: VN was far stricter than Thailand in their restrictions, but I wouldn’t be surprised to see them open up far faster. Hell, even Malaysia is opening up faster than Thailand with less onerous requirements BEM: Office of Transport and Traffic […]
Read More →The agri sector has been smacked because of raw mat costs increasing tremendously (just have a look at fertiliser prices), electronics smacked b/c of 1. They ran very too far last year 2. Another lockdown in china and again cost of raw mats increasing or becoming more scarce. Where’s the safe places? Banks, oil (good […]
Read More →Notable Transactions Buy(s) THB 151mn SPALI – And they are still buying! KBS – This is a rarity. One of the management buys ~1% of the shares Sell(s) THB 6.8 bn TGH – just the family restructuring the names/entities holding the stake in TGH
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