Day: May 15, 2023

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Stocks in the news (ace, amata, cbg, hemp, osp, pcc, sak) 15.05.23

ACE signed 2 waste power PPA combined 15.75mw. AMATA mulls listing utilities services business, Amata Strategic Holding 1, under restructuring plan, will offer no more than 30% of paid-up and list on SET. Comment: It’s a great CF business here… CBG anticipates meaningful turnaround 2Q supported by lower aluminum & energy costs, improved energy drink […]

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Market Update 15/05

Thailand has gone orange, the wave that started with Chadchart dominating in Bangkok is continuing with the Move Forward party winning throughout the country. It’s a beautiful slap in the face for the incumbents – Pheu Thai & the military and friends. Earnings season is about to finish (today!), a summary will come later in […]

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Management Trades 08/05 – 12/05

Notable transactions Buy(s) THB 8 mn Sell(s) THB 4 mn It’s earnings season, so nada….next week expect to see a lot happening…

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