Positives: Thai Bank earnings across the board are up +20% US June housing starts rises to most since Oct ’08 Negatives: Spanish bond yields spike to euro record high and the government keeps saying they are out of money. Netherlands, France, Belgium, Germany, Switzerland and the EFSF are getting paid to borrow money, signs of […]
Read More →DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]
Read More →If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]
Read More →Thailand’s domestic automobile sales in June 2012 rose by 76%yoy to 123,471 units, increasing 6% from May 2012, marking the highest level in the history of the industry here. Simply a recovery from the floods last year combined with the first-car buyer incentive scheme. Who benefits? SAT, AH, STANLY are the names we’ve mentioned here […]
Read More →Another relatively quiet week in terms of management trades except for SIRI had the most transactions with the President K. Srettha swapping shares from a personal holding co to his name in SIRI…..and HELLO AGAIN BLAND!
Read More →Last week the markets were positively buoyed due to the Thai Constitution Courts throwing out several petitions as well as several global central banks continuing to cut rates further.
Read More →Positives MSCI Thailand reported the 2nd largest inflow of $133mn after MSCI Philippines Thai Constitutional Courts throw out petitions Ireland issues bonds (yes it was last week but I don’t believe this is getting enough press, only 2 years since its wipeout and its already issuing bonds at yields lower than Spain) AOT continued to […]
Read More →Thailand’s Constitutional Court has today thrown out each petition case filed regarding the charter amendment bills. On the proposed amendment of Section 291 to set up an assembly to rewrite the entire constitution, the court ruled that this cannot be done, because the 2007 constitution received the people’s endorsement through a public referendum. Therefore, a […]
Read More →While not related specifically to Thailand its quite interesting to see the trend in the US regarding its auto sales and which manufacturers are thriving. The Nikkei reported on July 4, 2012 that the U.S. auto market continues to rebound. Sales figures are slowly returning levels not seen since the Bush Jr era. The total of number […]
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