AOT: reported 21k international passengers arrival via 108 flights on the first 2 days of May, aft test & go scheme terminated at end of April. Comment: The YoY changes are impressive!!!!!!!!!!!!!!!!!!!!!!! ERW: completes sales of 3 hotels (Ibis Phuket Kata, Ibis Hua Hin, Ibis Styles Krabu Ao Nang) total Bt 1.05b to One Origin […]
Read More →Now the SET is only +0.1% for the year and if you take into account the currency drop versus the USD, its rubbish. Banks earnings are out, basically better than what most expected. And I’m still on my commodity rampage, just think about it, China is still locking down Shanghai, a semi-lockdown of Beijing, ASEAN […]
Read More →Notable Transactions Buy(s) THB 118 mn THG – A director bought at 61 ish (post the collapse in the share price) and the owner bought at the top Sell(s) THB 11 mn N/a
Read More →Car exports hit by parts crisis: Shortage cut March shipments by 10.2%. Car exports in March fell by 10.2% year-onyear to 93,840 units due to semiconductor and auto parts shortages, says the FTI. Thailand’s car exports in March dropped by 10.2% year-on-year to 93,840 units due to a shortage of semiconductors and auto parts, which […]
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