ADVANC buys 3 startup cos (Choco-Datafarm-Switt Dynamics) from INTUCH for Bt239m. Comment: Left pocket right pocket. Perhaps a little 1 time gain to be recognised by INTUCH ASIAN keeps 19% FY22 sales growth target, supported by pet food & frozen food sales, weak THB to boost revenue from exports, sees current margins at 17-18% vs […]
Read More →YTD the market is down -5%, look at the USD/THB, its down -6.9% just in the 2Q alone. Ouch…. So winners? Only the tourism names which includes the hospitals. It’s going to be a rather quiet week, US markets are on holiday, though I have a confused eye on my commodity names. Let’s see…
Read More →Note: It’s entering into blackout season as earnings are 45 days after the end of 2Q. Expect to see few major transactions Notable Transactions Buy(s) THB 332 mn GUNKUL – The founder/chairman has been on a rampage. META – No idea what’s going on here, but its a messy shareholder structure with odd share movements. […]
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