CP decided to save a family member and the market took a dump. Until this week one could’ve argued that the SET was going to finish the year up, but nope – here we go back below 1,400. Granted a lot of the drop is regional as well…but hey let’s close our eyes to the […]
Read More →Notable Transactions Buy(s) THB 180 mn Sell(s) THB 243 mn
Read More →AMA: Labour Minister, Phipat Ratchakitprakarn, cuts holding by 2.8962% to 3.9156% on Dec 12. AP acquires residential developer, Nayara Sukhumvit, from Narai Property for Bt56m, will hold 99.98% of co., post transaction. BE8 forms jv with TIPH, Horixon T8, to provide tech services to Dhipaya Group holding in insurance industry and expand services to other […]
Read More →AOT mulls revising up passenger service charges (PSC) both domestic & international from current Bt130 & Bt730/passenger at 6 airports under management, expects to open bid for Suvarnabhumi cargo and East terminal expansion by end of 1Q25. Comment: And there’s no reason why they won’t do it…just more and more cashflow straight to the bottom […]
Read More →AMATA sees at least 50% of Bt19b industrial land backlog realize next year, supply chain relocation is expected to continue on US-China trades tension. Comment: Which is remarkable given how low the FDI flow is into Thailand in 2023 and 2024. ANAN: reported share purchase of 49% in Ananada MF Asua Wutthakat from Mitsui Fudosan. […]
Read More →Thailand, it’s the playground of Asia, and as THE playground of Asia it’s been missing a legitimate casino. Over the past few months there have been rumours and murmings about the casino project in Thailand, and similar to what I did with the cannabis plays, That Sweet Weed, here’s a random list of Thai companies […]
Read More →CK sees big jump next year driven by record high construction backlog above Bt220b, higher contribution from subsidiaries (BEM & CKP) and dividend income from TTW, sees new S-curve next year supported by new project including Bt35b double deck Ngamwongwarn-Rama 9 (EIA approved), Bt27b south purple MRT Tao Poon-Ratchburana and Bt47.52b Bang Khun Thian-Bang Bua […]
Read More →The year is coming to close, in my mind there’s only 2 weeks left, at best, for any decent market volume and news. I do wonder about the perceived impact of Trump’s much written about policies…and that the USD will be strong for his 4 year term. But I’ll say this…Russian/Ukraine looks done…Red Sea noise […]
Read More →Notable Transactions Buy(s) THB 82 mn Sell(s) THB 70 mn
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