Myanmar here I come!
Off to Myanmar for the weekend, hopefully will learn something new and that’s not reported in the media. Posts will be sparse!
Read More →Author: Pon
Mint ready wherever opportunity arises
Minor International Plc (MINT), founded in 1978, is one of the largest hospitality and leisure companies in the Asia-Pacific region. With more than 70 hotels and resorts, 1,200 restaurants and 200 retail trading outlets, MINT meets the growing needs of consumers in Thailand and in 21 markets from Africa to Australia. William E. Heinecke, chairman […]
Read More →California WOW – Have they just figured out it’s a scam?
I’m actually a member of this fitness chain, why? Because it’s incredibly cheap and I know value where I see it!! But my membership cost me THB 10k up front and after 3 years an annual payment of THB 3,000 (this was negotiated back in 2009) we knew that this company wouldn’t be able to […]
Read More →Industry Update – Weekly
Market had continued to struggle to break above 1,200 last week but was kept afloat by massive bank results with KBANK posting +50% YoY and SCB +29% YoY improvement in earnings.
Read More →Management Trades – Weekly
Notable Transactions: Buys: BGH again, from my understanding after talking with various market participants, K. Prasert wants to accumulate shares to ensure that he can still maintain shareholder control over the future of BGH Sells: TUF – the Chairman decides to a substantial amount of shares in the market PPC – Quite odd for directors […]
Read More →Charts – Weekly
Ploy back with her latest thoughts, she pointed out something interesting that there has been little movement in the USD Index, oil prices, gold etc.. After last week’s rally, we thought everything was back on track. But, as it turned out yesterday, it is too early to celebrate the comeback of bullish market. Beside the […]
Read More →Thai State Pension Fund to Acquire U.S., Europe Properties
Its not often we get to read about Thailand in a non-negative way on Bloomberg. The Thai Government Pension Fund has decided to begin investing in assets in both the US and Europe. Just further evidence that Thailand no longer only looks inward. “The stagnate economic environment in the U.S. and Europe offers a great opportunity for […]
Read More →BCA recommends to underweight Thailand
BCA had a recent comment on Thailand with the key points being: 1. No rationale for monetary easing in Thailand given inflationary pressures 2. Growth set to recover post-floods and substantial fiscal stimulus will ensure growth remains strong 3. Thai equity market is a Micro play not Macro and they recommend to underweight the market […]
Read More →Chase the trend!
Source: Dilbert
Read More →Cambodia has opened its stock market
This following the opening of Laos stock market. I’m looking forward to seeing the growth coming from the Laos, Vietnam, Cambodia and Mynamar markets for the next 10-20 years, as Thailand will only stand to benefit from those frontier markets “I think we are now in the cycle for these four Asean markets to emerge […]
Read More →