Category: Market
Market commentary on Thai stocks and the SET Index.
Management Trades 01.10.12 to 05.10.12
There weren’t any notable transactions to note of in the past week, although the number of company management that are selling their shares have continued to increase in line with the market’s rise. Notable Transactions: Buy(s): N/A Sell(s): N/A Source: SET
Read More →Sector Update 01.10.12 – 05.10.12
The past week saw the agri sector recover helping the market stay lofty and pushing through 1,300 for the first time in 16 years. With all the major central banks in the world having already announced their liquidity measures, I don’t see any major risks on the horizon.
Read More →Management Trades 24.09.12 to 28.09.12
Notable transactions: Buy(s): BGH – The president still continues to accumulate shares. Sell(s): Sorkon – A family member/director sells off THb 99mn worth of shares. I have a feeling that they are just switching from right pocket to left pocket, won’t be surprised to see more liquidity coming into this stock.
Read More →Sector Update 24.09.12 to 28.09.12
Equity markets are loving central bankers, nuff said.
Read More →Thoughts on Europe
Having been in Europe for the past week or so, or specifically in Belgium I haven’t noticed a huge impact on consumer behaviour versus the last year or any other period that I have come here annually. Instead the majority of issues that I hear stem from the likelihood of increased taxes from the government (mind you […]
Read More →Don’t fight with central banks
The first rule of fight club investing is don’t fight with the central banks. Globally central bank policies have certainly transformed markets and placed a floor under all pull backs over the past few years. First the ECB pledge’s to buy up 3 year bonds (unlimited purchasing) of countries that will obey the laws and conditions […]
Read More →Thai Stocks to Get Boost From Infrastructure Push
Saw this article over at CNBC and it does a nice summary of what we were all waiting for this government to finally confirm and announce. THB 2.2 trillion baht worth of projects and liquidity to flush the system here. While companies will benefit? Well in this order I think. Contractors – Cement co’s – […]
Read More →Thai Exports were rubbish in August
Thailand’s Export numbers for August were rubbish, according to the the Ministry of Commerce reported that exports dropped -6.9% YoY to US$ 19.6 bn from -4.4% YoY in July (although they were still up +1.1% MoM) Still something we’ve been writing all year is that because of the austerity measures in Europe coupled (and partly leading […]
Read More →Sector Update – 17.09.12 to 21.09.12
What a month the SET is having, up nearly 5% already, so much for September being the worst month of the year for equities!
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