Following on from the earlier post showing that Small Mid Cap’s can outperform the broad market here in Thailand. We want to show that each and every year, except for 2008 during the GFC, there are a multitude of companies in Thailand that increase in market cap value. Image 1: # of SMC’s that move […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. Surely, everyone here is so sick and paranoid with the flood news, but excited with the rapid rise in the SET. You may not like it, but the sunny days in the Thai stock market may not last long. Here, I have the chart of the SET […]
Read More →Following the merger of PTT Chemical (PTTCH) and PTT Aromatics (PTTAR) forming PTT Global Chemical, effective from the start of trading on Friday 21 October 2011, there naturally will be an impact on the SET Large Cap indices and on BIG C Supercenter’s stock price.
Read More →Commentary: Year to date the Technology sector is still the best performer due to the Telco’s remaining buoyant on the back to potential 3G licensing to come through. Industrials are obviously the worst performers because of the flood crisis in Thailand. But we feel that there are good undervalued companies in this sector now because […]
Read More →Published in the Bangkok Post Business section on 14th October 2011 BGT Corporation Plc sells ready-to-wear retail apparel and accessories under the trademark of Body Glove with the Hand Device logo. It has distributed through both its own stores and department stores since 1988 and has expanded throughout Thailand. Chief executive Dickson Goh Kok Cheng […]
Read More →Buildings, shophouses, 7-11’s have started to put sandbags or build small cement walls around their areas in anticipation of the floods to affect inner Bangkok within the next 2-3 days. I’m not looking forward to seeing the car park of my condo turn into a mini swimming pool.
Read More →I love investing in small & mid cap stocks (SMC’s) in Thailand. I was first exposed to researching them back in 2006 when the fund I was with realised that none of us were very good traders of large caps, and that we were far better researchers of companies and industries. Since then I’ve never […]
Read More →Ladies n gents I’m happy to say that we have a guest blogger, Ms. Ploy Tang-u-thaisuk, who will be posting her thoughts on the Thai market, derivatives, stocks, and sectors here weekly. Despite her youth, I’ve been tracking her comments/thoughts over the past few years and have found them to be an excellent resource when […]
Read More →My my, how did we get ourselves into this predicament? Thailand’s flood situation just seems to get worse and worse and there isn’t much that the government can do about this except be reactive. My friends in Bangkok have already started to move their cars to be parked far above ground level in anticipation of […]
Read More →Market Update September continued the volatility seen in August with all assets classes ex US Treasuries globally falling ~10%. The SET dropped just over 14% during September. As discussed in last month’s letter to clients we opined that we were extremely worried about a potential liquidity crisis given the Eurozone’s exacerbated debt issues and the […]
Read More →