Wow… That was my first reaction when going through the numbers for the FY18 Just quickly: This data set is for 683 companies therefore it isn’t totally inclusive of every listed entity on the SET and MAI Source: MBKET’s retail division The results: 12mn profits for the SET were -1.9% YoY Only one sector had […]

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(+/-) FTSE – FTSE SET Index series will be effective on 15 Mar 19 FTSE SET Large Cap Index – Add: HMPRO, GULF, EA, MINT, MAKRO, BEM, DIF FTSE SET Large Cap Index – Delete: None FTSE SET Mid Cap Index – Add: MTC, GPSC FTSE SET Mid Cap Index – Delete: None FTSE SET Small […]

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Here’s the link: http://www.berkshirehathaway.com/2018ar/2018ar.pdf Just go to it! And if you’re a bit lazy here’s a few snippets. The fact is that the annual change in Berkshire’s book value – which makes its farewell appearance on page 2 – is a metric that has lost the relevance it once had Berkshire will forever remain a […]

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Ready for some speculation on how these shares will perform? FTSE SET Large Cap Index – Add: HMPRO, GULF, EA, MINT, MAKRO, BEM, DIF  FTSE SET Large Cap Index – Delete: None  FTSE SET Mid Cap Index – Add: MTC, GPSC  FTSE SET Mid Cap Index – Delete: None  FTSE SET Small Cap Index – Add: […]

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I’ve been writing notes on this for weeks and with the constant changes..its been amusing. And so before anything else changes here are my random thoughts for Thai politics. And so Thailand has elections, joy to the world! When? 17th March 2019 (early voting for non residents in provinces) and 24th March 2019 Which fortune […]

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The Executive Talk: Project Planning Service PCL (SET:PPS) BANGKOK, Feb 11, 2019 – (ACN Newswire) – Project Planning Service PCL (SET:PPS) Chief Executive Officer, Khun Phongthon Tharachai discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: What is PPS’s business model? We provide services that are used throughout the entire […]

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In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]

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So what’s happened? And so its been all over the news since last Friday (18/01) https://www.hooninside.com/news-feed/84882/view/ And finally it hit the English news over the weekend and yesterday: https://www.bloomberg.com/news/articles/2019-01-21/ban-on-thai-billionaire-prompts-slump-in-top-hospital-operator?srnd=premium-asia https://www.bangkokpost.com/business/news/1615270/prasert-others-given-14-days-to-comply That the owner of Bangkok Airways Plc (BA) and Bangkok Dusit Medical Services Plc (BDMS) has been caught with his hand in the cookie jar. […]

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And so the government has decided to act on the hospitals this time around. What’s the event? On January 9, 2019 Minister of Commerce, Mr Sontirat Sontijirawong, is due to propose adding medical products, medical supplies, and medical services to the Department of Internal Trade’s (DIT) list of products subject to price controls. In fact, […]

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No need for any introduction, here’s the full list, enjoy! Byron’s Ten Surprises for 2019 are as follows: The weakening world economy encourages the Federal Reserve to stop raising the federal funds rate during the year. Inflation remains subdued and the 10-year Treasury yield stays below 3.5%. The yield curve remains positive. Partly because of […]

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