My buddy Saroj is out with his latest comments on the local economy, showing how Thailand’s GDP has been affected by Europe Thailand traditionally relies a lot on external demand in terms of export and tourism. While there is still growth in export (THB value) this year, the growth come short of the expectation of producers, hence […]
Read More →Just received this in my mailbox, its a rather nifty little infographic showing which publicly listed companies in Thailand will benefit from the recent issuance of 3G licenses to the telecom operators. Source: Not sure, if someone knows do inform me so I can credit them properly
Read More →Telco sector took a lot of profit taking over the past week or so with the 3G story now fully played out. Odd to see propcon continue to its high growth, again I’m happy to see the Agro&Food Sector bounce back.
Read More →Notable Transactions Buy(s) SIRI – Essentially a swap of shares between the Presidents private company to his personal name TGPRO – The Managing Director buys THB 100 mn worth of shares, but reportedly at 0.35 baht/share last week…now my curiosity has spiked… Sell(s) SIRI – Essentially a swap of shares between the Presidents private company to his personal name
Read More →Positives: US Oct Payrolls increase a net 171k (est 125k), 184k (est 123k) of which in the private sector which is the most since Feb helped by an unexpected increase in mfr’g hiring. Thai consumer confidence increases Passenger traffic through Thailand’s 6 major airports hit another all time high Thai Apple fanboys rejoice at the […]
Read More →You always learn something by reading his thoughts…here he covers the US election, resource prices, thoughts on the market and the shift in demographics globally and the impact it has on his thoughts of investing @ the moment. Enjoy! How do you see the global economy today? I’ve been obsessing about the shift in resource […]
Read More →So BLAND’s owner, K. Anant, came out for his first press interview in Donkey years and here are the key points Plans to spend 2 billion baht to develop new projects at Muang Thong Thani and sell 600 rai on Srinakarin Road worth 7.2 billion baht. Chairman Anant Kanjanapas said the company also aims to […]
Read More →We’ve touched on this topic here before, now despite what I hear from a lot of of the public saying that increasing minimum wage is a bad thing, I completely digress. Yes I understand some business margins will drop, yes I understand some companies will make less money, yes i understand that there will be […]
Read More →Not much to comment on this, it still doesn’t quite help to explain why the BOT flip flopped on its interest decision at the end of last month, but ok here are the quick points: Food and drink prices went up 3.35 per cent on year in October Non-food inflation rose 3.28 per cent – […]
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