Back in May I posted this A few things to note: The SET has only been around since 1987 Looks like the 1st Quarter post a coup is great, 2nd quarter is rubbish With the market off some -1% as of writing some people are getting nervous (they haven’t seen a drop […]
Read More →ADVANC ADVANC will invest Bt800mn into its Serenade clients by launching the “Serenade Emerald” privilege club. It expects this to help push its customer base to 2.3mn by the end of this year. (Kao Hoon, 22/007/14) AJD AJD to benefit from digital TV coupons, expected to be distributed by September 15th. Management expects set-top box […]
Read More →Key points of interest: Agriculture still in the doldrums overall on the back of lower soft commodity prices on a YoY basis Rice has increased dramatically, especially since the NCPO came in CLMV nearly @ 10% of total exports, on par with China/US/Japan/EU
Read More →I do keep my eye on potential risk factors for equity markets in general, low volatility + increased geopolitical risks do worry me slightly as risk premiums may rise on investments globally, but does this mean one should just shun all investments together? No I’ve learnt from the past that while the Bears make the […]
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