What? TC looking @ bonds? Yes, for $hits and giggles…given that there’s been a lot of noise about companies being unable to rollover/payback their bonds, well it’s probably prudent to be paying attention to this section of Thailand’s capital markets. And as I like to laugh that MQDC is the next STARK/JKN to be unable […]
Read More →BCPG’s sold all 116.96MW solar PP in JP, to book Bt3b gain in 1Q24, eyes investment in the US for higher return, target 4X capacity expansion to 1,900MW by 2025. Comment: The Japanese government is not expanding solar power projects…that era is over. CHO sees stronger 4Q yoy on higher orders, boosting backlog to Bt988m, […]
Read More →Mentally I’m on holiday mode. The market looks like it is as well. But now the global markets, or let’s be frank the US markets which effectively has sucked all the capital in the world, appears to be pricing in cuts for next year. Now I’m no squiggly line expert but last year the USDTHB […]
Read More →Notable Transactions Buy(s) THB 172 mn Sell(s) THB 43 mn
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