AMA: former Minister of Tourism & Sports, Phipat Ratchakitprakarn, raised holding by 2.8962% to 6.8119% on Sept 25. CFARM’s board approved Bt420m investment in dairy farm business, starts with 1,250 milking cows at 1st phase, seeks to branch out from poultry biz to diversify earnings, target cod 1Q26. Comment: Now this is interesting…different economics all […]
Read More →FCCT event – Thursday 26th September Persons Present I never gave 2 shits about politics anywhere in the world, perhaps this is a function of growing up in the 80s/90s within perfect bubbles created by my parents throughout the countries that I’ve lived in. Or perhaps the world was in a special period where economies […]
Read More →Hello hello hello, I’m backkkkkk. Tomorrow Vayupak 3 (yes, as I was reminded on Friday, it’s actually #3 if you know your history) is supposedly going to start hitting the Thai equity market, in the space of 8 weeks the SET has gone from ~1250 to ~1450, that’s a +16%, throw in the USD/THB going […]
Read More →Notable Transactions Buy(s) THB 30mn Sell(s) THB 105 mn
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