Day: February 6, 2018

4

Stocks in the news (advanc, gc, lh, ori, ptt, seafco, super, tpipp, tta, uv) 06.02.18

ADVANC ADVANC announced a dividend on 2H17 of Bt3.57/share, XD on 5 April, giving a total 2017 dividend of Bt7.08/share, a yield of approximately 4%. It reported 2017 earnings of Bt30.077bn, falling 1.9% from 2016. (Khao Hoon, 06/02/18) Comment: How did the eke out decent #’s? Cost cutting. How can they grow? Questionable…although apparently broadband […]

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4

USDTHB vs 10yr THB Gov Bond

As requested. Here’s the USDTHB vs the 10 year thai gov bond yield over the past 7-8 years. A quick regression showed: High correlation between 2011-3Q14, 2H16 – now. What reason(s) could there be for 3Q14-3Q15 breaking the trend? US Fed rate hike cycle beginning – granted in 2013 they begun talking about it leading […]

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