AOT: British Airways flights from LDN-BKK will return in October after paused in FY20, reservation opened on Mar 5. Comment: Who wants to fly BA? No one, its full of old white aunties that give you the worst service. But ok this is a good sign for the continued improvement in tourism to/from Thailand. BAY […]
Read More →BAM sees 2M24 cash collection exceeded Bt3b, firms on Bt20b FY, revamps NPA appraisal process to save time costs, in talk with financial institutions & residential developers to establish distressed asset management JV. Comment: And what if they perform better than expected? The upside is then taken care of. KJL signed partnership agreement Schneider Electric […]
Read More →ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →Earnings season is done. Want to know how it looked? Voila below As for the market…well…let’s see, dividend season is coming, I’m seeing several names with 6-10% yields that are interesting. Overall flow remains rubbish…and as superman mentioned to me…cookie munster (IVL) seems to have start selling, feels like Papa has come back to the […]
Read More →Earnings season is done, and management/directors are going wet & wild with their buying (or dumping…) Notable Transactions Buy(s) THB 90mn Sell(s) THB 35.3 mn
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