And so, the quick recovery from the beginning of the year has almost full retraced. The sectors (resources and services) are the two holding the market. Earnings for 1Q19 were average..again..and politics is still the same basketcase. I still hold out for 2 scenarios 1) weak coalition government with a ridiculous amount of infighting leading […]

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Draft windfall tax on EEC agenda : Agency to discuss details of levy with Finance Ministry soon. The Eastern Economic Corridor (EEC) Office plans to talk with the Finance Ministry soon about a draft bill on taxing windfall gains to collect capital gains tax from companies, property owners and speculators that are expected to gain […]

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Sahaviriya Steel Industries Plc (SSI) is Thailand’s first manufacturer of hot-rolled steel sheet in coils (HRC) and the largest fully integrated flat steel producer in Southeast Asia. It owns and operates SSI Bangsaphan as a mid-stream steel manufacturing plant, with annual capacity of 4 million tonnes of HRC and 1 million tonnes of pickled and […]

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The clever folks at Thanachart put out a summary of the 4Q11 and 2011 results. 2011 was really the year of telco’s in Thailand with DTAC and ADVANC performing very strongly. No surprise that the electronics and insurance co’s had a horrid 2011 b/c of the floods in late 4Q11. Now just steer your eyes further down […]

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