AURA sees solid growth in 2H24, on higher margin between domestic and global price, while elevated gold price had more than helped low seasonal in 3Q. Comment: It’s not a true gold play, it’s a gold financing/retail play with low NPLs BTG sees continued momentum in 3Q earnings, on higher swine price and lower animal […]
Read More →AMATA to wrap up 300-500 rai land sales, boosting FY24 sales to all time high, with current backlog to realize until 2026. Comment: That’s nothing…WHA is spanking them. AUCT to start auctioning of 2nd hand E-Bike and EV, with 30 in 1st lot on Oct 26. Comment: This will set the secondhand price in the […]
Read More →CPF & GFPT are expected to recovered windfall from surged chicken exports order to JPN aft first bird flu outbreak of the season found at poultry farm in Hokkaido. Comment: Everyone will be massively surprised by how great the margins are from GPFT and CPF’s (core business) for the 3Q LTS signed exclusive dealer with […]
Read More →GULF & ADVANC are up 50%, True +100%, own the cartels… It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT […]
Read More →Notable Transactions It’s a quiet week and will continue to be quiet as it’s earnings season… Buy(s) THB 8.7 mn Sell(s) THB 1.7 mn
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