Well its a question we’ve been asking for a while, so last week we decided to take a quick a look at how the sector weightings have changed since the end of ’07 and its quite surprising. In the past we’ve always taken for granted that Resources were the biggest weighting in the SET, however […]
Read More →CENTEL CENTEL looking at great 1Q13 — CENTEL expects strong 1Q13 results driven by a high occupancy rate of 80% in this, the high season for Thai tourism. It says that it will sign a management contract with a hotel in Pang-Nga. (Than Hoon) Comment: The company and stock has performed well, however such performance […]
Read More →As much as I like to throw mud at the central bank of Thailand. While having a discussion with a friend yesterday regarding investments, he brought up a point stating that the Central Bank of Thailand’s foundation is one of the key reasons that Thailand has done so well and through its inflation-targeting has been able to […]
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