Management Trades 29/01 – 02/02
Notable Transactions Buy(s) THB 25 mn Sell(s) THB 1.5 mn
Read More →Tag: vietnam
Market Update 05/02
A friend sent an article across about how Bangkok is an expensive place to live. I forwarded it on the smartest person I know in the country, and he responded, (w/ my paraphrasing) “Bangkok is rich, but Thailand is poor, and this is why people retire in the provinces” When I look at the Thai […]
Read More →Stocks in the news (aja, aot, bay, bmds, ditto, kliniq, nyt, pttep, ssp) 02.02.24
AJA appoints Miss Grand International (MGI) to be sole online distributor of health supplements, anti-aging & beauty products, seeks to expand B2B wholesale both domestic and overseas, adding new products total 30 SKU to boost sales. Comment: I mean….if AJA is appointing you, you gotta be quality…..AJA has been in far too many pump n […]
Read More →Stocks in the news (advice, asian, cpn, global, mtc, true) 01.02.24
ADVICE in talk Apple to be authorize distributor in TH, expects to open iStudio by Advice by eo-2Q. Comment: I don’t know anyone that got these shares, so the great little pumps are back! ASIAN upbeats outlook this year from improved frozen seafood exports vol, +ve pet food sales mmtum, eased pressure on pdtn costs, […]
Read More →Stocks in the news (advice, asap, mint, pttep, spali) 31.01.24
ADVICE: IT retailers & wholesalers, Advice IT Infinite, debut IPO 170m shares at Bt 3.24, Asia Plus leads. Comment: “Cheaper” IPO pricing is back to the smaller players and boom pump ASAP: anticipates short-term car rental accelerate aft TH-China free visa scheme become effective Mar 1. Comment: Makes sense…and it’s coming off a low base. […]
Read More →Stocks in the news (credit, itd, pttep) 30.01.24
ITD holds bondholders meeting today to approve redemption extension of ITD254A series for 2 years, failure to get waiver would trigger 4 tranches of bond approved prior becoming defaults, Bangkokbiznews. Comment: Oh just go bankrupt already! I want to see the banks fight of the scraps from the scion of an MR. CREDIT: Thai Credit […]
Read More →Stocks in the news (advanc, aeonts, eastw, kbank, malee, warrix) 29.01.24
ADVANC mulls adding more partners to join point reward programme, aims to draw more BB & mobile subscribers, lower marketing exp, expand ecosystem & enhance revenue upside from existing customers. AEONTS signed partnership with FWD Life Insurance to be selling agent for FWD products via AEONTS’s branches. BCH, CHG, and BDMS are prime beneficiaries after […]
Read More →Market Update 29/01
This has been an absolute dog$hit period for the SET, at least we can say we’re not in HK nor Chynaaaaaaaaaa. But frankly even I’m running out of things to comment about this market. Let’s just bring down below book value so that we can start another bull market, perhaps throw in a discount rate […]
Read More →Management Trades 22/01 – 22/06
Notable Transactions Buy(s) THB 147 mn Sell(s) THB 7 mn
Read More →