Prinsiri Plc was incorporated on Feb 23, 2000, with initial registered capital of 5 million baht to operate real estate development business in the categories of housing estates and condominiums. In 2001 and 2004, the Company won Awards of Merit from the Pacific Coast Builders Conference (PCBC) held in the US. The company also received […]
Read More →I had begun creating this index since my role as an analyst at an investment management boutique firm here in Thailand, back in 2006, demonstrating how small & mid caps (SMCs) absolutely destroy large caps over time. What we wanted to prove was that year in year out, SMC’s would constantly outperform (albeit they didn’t […]
Read More →Goldman Sach’s Jim O’Neil latest paper last week had a fantastic stat: “Despite this, my main message is – once again – to please keep this in perspective. Greece’s economy is somewhere between $300 to $350 bn. Last year alone, China’s GDP increased by $1.4 trillion, to $7.3 trillion. I reckon that means China has created […]
Read More →Earlier today the local media report that the Ministry of Finance, Bank of Thailand and the Thai Bankers Association agreed to increased the Financial Institutions Development Fund fees from 0.4% to 0.47% for deposits (0.46% to fund FIDF debt and 0.01% to the Deposit Protection Agency). These new rates are expected to be implemented by […]
Read More →Latest thoughts from Ploy! She’s looking closely at the USD/THB rates seeing how its driving the SET Index and has updated her viewpoint on TOP and her latest pick BANPU! My opinion on the SET is relatively unchanged. If you have followed my comments here for a while, you may have noticed by now that […]
Read More →Notable transactions: BLAND – The owner is still buying up shares in his company. BANPU – Big sell by a stakeholder. SIRI – Even the executives there think that their stock has shot up too much, and yet we hear punters still believing that the stock should go to 3.
Read More →Over at my friend’s Ake’s website, www.chartingthailandeconomy.com, he put up a little graph showing a big downward revision for 2011 growth. Well look, the post-flood recovery progress begun in December 2011 with factories and industrial estates restarting and the government’s plan for rehabilitation (including the THB 350 bn flood reconstruction and water management plan) won’t […]
Read More →As mentioned in a previous post last week, the market continues to rally strongly on the back of ECB funding essentially saving financial institutions in the Euro zone from going bankrupt. The industrial sector has continued to perform well on the back of news that Amata and Hemraj Plc are going to have very good […]
Read More →Ploy is back to grace us with her thoughts on the markets. She delves into the SET, Asia-Pac, DJIA, SET Sectors, USD/THB and Gold. Enjoy! The world has been so peaceful lately and the SET has been gradually climbing up the ladders. Most of the charts today are updated from last week’s charts. The SET […]
Read More →I’ve just been elected to the Board of LV Technology Plc (source: The Stock Exchange of Thailand : News Detail http://bit.ly/wikIqe) and I feel truly honoured. In my short career I’ve been lucky enough to analyse businesses, financial re-structurings, invest publicly, invest privately, manage a company of 400 employees, sit on the board of a private […]
Read More →