Positives: I can’t find any! O__O Negatives: Fed hints at QE4. They still don’t get it. Japan’s gov’t calls for new elections where new leader will follow path of printing way to prosperity (though will be good for Japanese stocks). Japan’s GDP in Q3 contracts by 3.5% annualized. Chinese loan growth in Oct totals 505b […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →You just gotta love BCA Research, by far one of the best resources and they have a free blog. I’ll post here what I find interesting such as the below article, and it brings across a fairly simple point: SE Asian countries already went through the debt issues in the late 90s hence why the […]
Read More →With the 3G story over the telco sector has been hit down 4% last week thus preventing the market from being able to remain above 1,300. As nearly every large cap has already announced their 3Q12 earnings there just doesn’t seem any key factors locally nor globally that could push markets up further, while I’m […]
Read More →Notable transactions Buy(s): N/A Sell(s): Max – No mention of the management/director name available on the SEC’s website but its a large transaction @ Bt. 41 mn worth of shares sold
Read More →As requested by the readers here…this is the summary of all management transactions for the month of October 2012. Highlighted are major transactions above Bt. 30mn. Comment: BTS … now you know why the own of BTS bought some Bt. 100 mn worth of shares in the month, given that they’ve just announced the likelihood […]
Read More →Positives: US Election noise is over China’s economic data all rise a bit more than expected (retail sales, PMI services, CPI @ 1.7%) Oz, Indonesia, S. Korea, M’asia keep their int rates the same Negatives: Silly ppl are still trying to make a name for themselves over the 3G license in Thailand…fyi Laos is already […]
Read More →De-leveraging sucks for stocks, the economy, consumer spending etc etc, unless global central banks print gazillions of dollars 🙂 The credit impulses in all three major economies – the euro area, the U.S. and China – are now negative, albeit very slightly in the case of China. This is the first time in three years […]
Read More →Thai Rung Union Car Plc (TRU) was established in 1967 by Vichien Phaoenchoke and listed on the Stock Exchange of Thailand in 1994. Thai-owned and managed, the company is a leading automotive industry operator that offers fully integrated services starting from design through production and assembling. Sompong Phaoenchoke, the director and managing director, discusses the […]
Read More →Earnings season here continues until the 15th November but given that the majority of the major companies have already announced their earnings I thought it would be best to summarise the results thus far. 9M12 vs 9M11 the top 3 sectors were for net profit growth: Home office Products +160% Food & Beverage +128% Tourism […]
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