Random Thought: No Loans = No growth
If you can’t figure it out …
Read More →Day: January 8, 2024
Random Thoughts: KEX dumped by it’s adopted mother
Ok, that’s not quite accurate. But here’s the news… SF Holding to Take Over Kerry Logistics for $2.3 Billion – Bloomberg “SF Holding Co., one of the largest Chinese package-delivery services, is seeking to acquire control of tycoon Robert Kuok’s Kerry Logistics Network Ltd. in a HK$17.6 billion ($2.3 billion) deal for its global expansion.“ The impact is […]
Read More →Market Update 08/01
Don’t we all feel like geniuses? We’ve all made some +1-5% this year. Now will it last? Short term everyone still keeps talking about the Fed rates…it’s staying here or going higher IMO, haven’t changed that thought for a while…and I like it…risk for Thailand is in the currency…most listco’s are fine, The Financial and […]
Read More →Stocks in the news (au, cpn, itd, leo, ner, rbf, tpipp) 08.01.24
AU sets Bt127m capex this year for 12 new branches, including 1st in Cambodia, sets 10-15% revenue growth target. Comment: Now this interesting….Trading at THB 300mn/store (off the top of my head don’t quote me), and capex/store is THB 10 mn CPN said progress in 5 mix-used projects and business expansion in Vietnam to help […]
Read More →Management Trades 02/05 – 05/05
Notable Transactions Buy(s) THB 45 mn Sell(s) THB 5.7 mn
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