ANAN’s pioneering partnership with Porsche Design to develop $450m exclusive luxury residence project, Porsche Design Tower, features 22 exclusive duplex & quadplex ranging from 525 to 1,135 sq.m. average price of $15m and up to $40m, construction start next year, target completion by end of FY28. Comment: Own shares in this lying company at your […]
Read More →AOT: Saudi Arabia to add Phuket to its seasonal destinations, 2nd city in TH to join network after BKK, scheduled 6 wkly flights frm Riyadh & Jeddah to Phuket, starts frm Dec 2. Comment: Inshallah. CKP reaffirms solid 3Q frm strong flow rate thru Nam Ngym & Xayaburi hydro pp during rainy season, lower interest […]
Read More →BEM: strike deal w/ expressway authority (EXAT) to invest in 17km 4-lane double-decker highway worth Bt 35b in exchange of concession extension for expressway stage 1 & 2 for 22 year & 5 month, will sign contract this year. Comment: Great for BEM…Thailand could of course simply take these concessions back…what’s the risk..the asset isn’t […]
Read More →What a difference a week or two makes. The currency is now nearly flat for the year. The issues of the past are disappearing, and now a casino (this is being written on 28/08), the final piece in my 3G (girls, ganja and gambling) thesis for Thailand is coming to fruitation. Fund times ahead.
Read More →Notable Transactions Buy(s) THB 100 mn Sell(s) THB 365 mn
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