I’m finally happy with PTTEP. It’s been 2 years and now it’s finally being recognised…took the market long enough…banks #s are out, and surprise surprise, growth!!!!!!!!!! (in their profits), this trend is continuing…tourism? Have you seen the latest stats, already at 1.3 mn for the month of September. Run rate is already back to where it was pre-wuflu (excl chinese). The only “tourism” related play that isn’t doing well from this is CPALL, why? They were the main beneficiaries of chinese tourists going to buy water and snacks, very few other listed co’s genuinely benefitted directly from Chinese tourists.
Currency….still at 38….wow. The BoT doesn’t have the 8alls to raise rates…are that many military persons in debt?
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