And so is it done? (what are you talking about?) Ah yes, the Russia/Ukraine war, the slap heard around the world, the monkeypox fear, the interest rate hikes in the Anglo-Saxon world, all the above. I would say, yes to all but the interest rates, there’s still another month or 2 of noise to come […]
Read More →Notable Transactions – Now that earnings season is over they are all back to buying/selling Buy(s) THB 680 mn JMART – Holy $hit. He and his son are still accumulating MEGA – Thats a rare massive purchase by one the GP group family SA – The fact that they are still solvent is impressive, but […]
Read More →I’m going to the theatres for this, Top Gun 2 marks the reopening of the world! Tom Cruise is going to save us all!
Read More →National Security Here’s a list of recent national security measures some countries have taken: Indonesia changes its mind more often that a crack addict regarding its commodity exports, at one point it bans the export of coal, then the next month it allows it, then it decides to ban the export of CPO, and then […]
Read More →Oil Fuel Fund seeks loan of B40bn: Cash needed to subsidise oil prices. The Oil Fuel Fund has enough credibility for financial institutions to extend it loans to boost liquidity, enabling it to subsidise the domestic oil price, says deputy permanent finance secretary Theeraj Athanavanich. Bangkok Post Joint sandbox to be discussed: BoT in talks with […]
Read More →AAV: will resume 2 daily flights from SIA to KL from June 20. Comment: A large segment of the population still doesn’t realise how quick traveling is going to come back, but, only for certain segments. And AAV is going to easily pass the higher fuel costs for the first 6 months. Next year it’ll […]
Read More →BCP sees recovery in fuel sales, after boosting refinery output to >120K bbl/day, sees growth in marketing business, plans to add 80-100 retail stations, boosting total to 1K by end of year, sets Bt39b capex for this year. Comment: There’s still plenty of room for BCP to grow in the retail business. BDMS plans Bt23.5b […]
Read More →AGE upbeats 2Q earnings from strong coal sales volume & selling price, tailwind from agricultural commodity transport & bulk logistic, mull revise up full year revenue target from current Bt16b. Comment: Well newcastle prices are up….4x in 12 months BYD to issue 31.32% new share, offering as PP at Bt7.062, raising fund for transport business. […]
Read More →AP reported 4M22 SDH sales +37% yoy >Bt13.5b, ramps up campaign to boost sales, target third consecutive record high profit this year. GPSC anticipates 2Q turnaround from resumption of Glow Energy Phase 5, higher Ft QoQ, contribution from PP investment in India, 192mw new capacity from Glow Energy Phase 2 (SPP replacement) to cod in […]
Read More →BANPU acquires Barnett shale field in Texas with gas production capacity of 225mmscfd from Exxon Mobil for US$750m, lifts total gas production in the US to more than 900mmscfd. Comment: Ya ya ya, share price would’ve been far higher…ok time for me to move on from whining about last year’s recap. Once BANPU has finished […]
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