Hedge Fund Managers to Follow – Hugh Hendry
I just came across this clip again from last year and thought it would be interesting for you to watch. Hugh Hendry has been one of the few Hedge fund managers that I follow religiously.
Read More →Author: Pon
What do we do now?
A lot of friends and colleagues have been asking us over the weekend “What do we do now?” My answer to most of them, much to their chagrin is “Well its a bit late for asking.”
Read More →SCB Plc – The Inmates are taking over the Asylum!
The Inmates are taking over the Aslyum! SCB doubles the size of its investment banking team! Ok maybe that is an unfair comment as Siam Commercial Bank is a fantastically well-run bank since Dr. Vichit Suraphongchai came on board to advise the bank and eventually become its CEO in 2007 and today is the most profitable […]
Read More →Company Visit: Asia Sermkij Leasing Plc (ASK)
Published in the Bangkok Post on 16th September 2011 Asia Sermkij Leasing Plc (ASK) was established in 1984 by Bangkok Bank to operate a hire-purchase business for new cars in Greater Bangkok. It subsequently expanded into used-car hire-purchase, personal loans and floor-plan financing, as well as auto registration, tax renewal and insurance services. Lo Jun-long, […]
Read More →August Letter to Clients
August Monthly Letter August has been an extremely volatile month with the downgrade of the US debt by the S&P, which leaves us begging the question what is now the risk free rate to be used by investment bankers/firms around the world…
Read More →Company Visit: Krungthai Car Plc (KCAR)
Published on the Bangkok Post on 2nd September 2011 Krungthai Car Rent & Lease Plc (KCAR) for two decades has provided vehicles for rent to consumers and organisations such as public agencies, state enterprises and private companies. It currently has a fleet of more than 3,000 rental vehicles and its own network of service centres […]
Read More →So what have we learned in the past 2,066 years ?
So what have we learned in the past 2,066 years ? “The budget should be balanced, the Treasury should be refilled, public debt should be reduced, the arrogance of officialdom should be tempered and controlled, and the assistance to foreign lands should be curtailed lest Rome become bankrupt. People must again learn to work, instead of living on public […]
Read More →Company Visit: Officemate Plc
Published in the Bangkok Post on 19th August 2011 OfficeMate Plc (OFM) was established in 1994 by the Ounjai family, which had 40 years in stationery and office equipment distribution, and listed on the Market for Alternative Investment on July 28 last year. Over the years, the company has expanded from stationery and equipment distribution […]
Read More →Company Visit: Charn Issara Plc (CI)
Published in the Bangkok Post on 5th August 2011 Charn Issara group has been an initiator and a leader in property development in Thailand for more than three decades. The company also has experience in long-term leasing of office buildings, shopping centres, residential condominiums, single detached house projects, high-end hotel and property after-sale services. Managing […]
Read More →Company Visit: Ticon Plc
Published in the Bangkok Post on 22nd July 2011 Ticon Industrial Connection Plc was established in 1990 to provide manufacturers in Thailand with an alternative to buying land and developing their own facilities by providing international standard factories for lease. Virapan Pulges, director and managing director, discusses the company’s strategy and outlook.
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