I find it rather fascinating that there hasn’t been more talk about the new Sustainable Equity Fund (SEF) which is supposed to be approved the government and then replace the Long Term Equity Fund (LTF) and be enacted next year. So, here’s a quick Q&A about it. What is the LTF? The LTF is an […]

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And there we go, thats 2Q19 earnings for you – 18% for the SET. A lot of it is driven by the decrease in the industrials & petrochemical sector which could be arguable the inventory losses, but it’s a sign of the issues facing the companies listed on the SET and the MAI. The only […]

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So his latest letter is out and this time a lot of the focus on is geopolitics and US politics from discussions between Blackstone and their clients. I’ve put the whole letter below as it isn’t available on Blackstone’s website but one can easily subscribe to this letter’s from there. Enjoy! Plenty to Worry About, […]

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Ever since Bhumjaithai’s leader Anutin begun campaigning, we’ve said two things They’ll be the swing party Thailand will get roads and weed Why the roads? Easy he’s the owner of STEC Plc, why the weed? Well now I’m going to indulge myself in a mix between rumours, facts and my random thoughts and let you […]

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This week has seen several names drop -5% but on the 31st July ORI dropped the sharpest… ORI was the only name in the property sector that had suddenly dropped by -15% 2 days ago, and it made zero sense when comparing the share price performance of PSH, LH, AP, and ANAN during the day. […]

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We’ve been receiving updates from our international custodian regarding the moves made by the BOT and this is the latest. What do we think the impact may be? Perhaps it will reign in some of the strength in the THB but by “ BOT is concerned about the rapid appreciation of the Thai Baht which […]

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8-9 years ago when I begun traveling the region with a different mindset. I noted to myself that I no longer saw European nor American firms participating in the infrastructure developments in the Asian region. I was seeing Korean, Japanese, and Chinese firms bidding and winning projects throughout the region, and that I took this […]

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It’s been in the news that the THB continues to strengthen versus the USD and people are going on and on how this is negative for exports (agreed) bad for the economy (yes GDP #’s will look weak because of the weight of exports, but longer term I’m not sure) and how the country will […]

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And so it is that time of the month where Howard Marks latest memo is going to make the round throughout the investing world. In the latest 13 pager he continues to talk about his viewpoints of where the market and he dissects the arguments of This Time It’s Different which are being applied to […]

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(+/-) SET50/100 – Brokers have begun calculating the potential SET50& SET100 for 2H19 using the closing prices as of 31 May. Officially they’ll be announced by the mid of this month. SET50 Expected Additions: OSP, SAWAD, Expected Deletions: CENTEL, SPRC SET100 Expected Additions: OSP, TPIPL , JMT Expected Deletions: GOLD, ANAN, WORK (+) 19 Single […]

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