Sitting here I was wondering what really drove the market to be +11% or so in local currency terms and here you go, AOT and PTT represented 1/3 of the move this year whereas GL and TRUE have had the biggest negative impact thus far.   Data Source: Bloomberg

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From the news I’ve been reading the past week or so these are the upcoming changes to the FTSE Indices FTSE SET Large Cap Index-Add: EA FTSE SET Mid Cap Index-Add: BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah Index-Add: AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, LST, PRM, SEAFCO, SRICHA, TOA, TPIPP, UVAN […]

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Given that its a relatively short commentary from Bill Gross I’ve decided to post it all here. The content is a continuation of his thinking for the past few years that assets are overpriced and at one point it will change.   1. Prior market tops (1987, 2000, 2007, etc.) allowed asset managers to partially […]

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Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN  Date to be applied : 15th Dec Effective: Monday, 18th Dec

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The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE

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In light of the continuing amazing performance coming out of BEAUTY, I thought I may as well as share this 2 week old post from Bloomberg. The Bangkok-based firm plans to tap China’s $4.3 billion beauty sector for the next leg of expansion, after building a network of more than 300 retail outlets in Thailand […]

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A few weeks ago I mentioned that it was coming to the time of the year where brokers were going to be talking about LTF/RMF buying and on point its beginning. I have been wondering for the past few years whether or not the LTF buying has been having the impact that brokers/research houses are […]

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Exports are rocking So despite all the news that the THB is strengthening too quickly exports are continuing to climb for Thailand and the trade surplus continues to enlargen further. Though some clever analysts are pointing out that half of the increase is price inflation.   She said exports to the traditional key markets of […]

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APICO Hitech Public Company Limited (SET:AH) President and Chief Executive Officer, Mr. Yeap Swee Chuan discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history and business model of AH. In the beginning, we were doing the assembling and distributorship of Ford automobiles and eventually as a […]

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And he’s back with the latest monthly commentary, two paragraphs I found interesting, 1) the viewpoint on the hurricanes harvey and irma – just a side note: even though there will be gdp growth as a result of re-building, actual productivity doesn’t go anywhere if everything replaced is like-for-like, that’s the amusing thing with gdp […]

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