Market commentary on Thai stocks and the SET Index.
This could either be something fantastic if executed correctly or a playing ground for punters… A stock trading board for smaller companies and startups is currently being considered, says Vorapol Sokatiyanurak, secretary-general of the Securities and Exchange Commission (SEC). High-yield bonds are also being researched as another possible funding option for small and medium-sized enterprises […]
Read More →Needless to say its been a very interesting couple of weeks with Thai politics with yellow shirts, red shirts, taiwanese style parliamentary sessions with members slapping one another. Today the government is structured as so… Just as a quick review see below for a brief timeline of recent events… The key points that the PT […]
Read More →Last week was relatively quiet in terms of management trades. The only company worth noting (other than BLAND yet again appearing here!) is KCE, management expects that they will recover from the floods last year, expand capacity this year by 20%, and improve its forex hedging strategies.
Read More →Last week the market had a slight gain as optimism over a potential Spanish bank bailout was rumoured in the markets (later proven to be true over the weekend). Interesting to see how the sectors have performed YTD, the service and agri sectors are still rocking and rolling whilst the resources and industrials continue to […]
Read More →Given this is something we do internally weekly I thought it would be good to share our basic thoughts on what were the key events happening within the past week. Its a simple point by point thought on the positive and negative events that we notice both locally and internationally. Positives: After falling every single […]
Read More →The SET Continued to be bludgeoned the past week with continuing worries over the Euro debt crisis, China slow down, US slow down etc…etc…Now for the coming week expect to hear more of the same with the exception that there may be more news of a bailout given Greece’s upcoming election and Spain looking to sell more […]
Read More →The SET continued to decline last week because reasons that I’ve mentioned several times, the Euro area issues, US slowdown and continued worries about the Chinese economic slowdown. Going forward all we are going to hear in the news is the Greek election coming in mid-June, issues about Spanish banks, US worries and the Chinese government pushing […]
Read More →Tremendous amount of buying last week by management of public c0mpanies here! Notable Transactions: Buys: Banpu – Family and director purchase additional shares in the company, total purchased in the past month is near THB 100 mn BLAND – He’s having fun again and joining the party is K. Ausakoon buying and selling the shares […]
Read More →Source: Financial Times
Read More →Ploy has a bearish outlook for the SET for the time-being, whilst she thinks there may be a rebound this week, she expects things to worsen further on a technical basis. Nothing can stop the SET from, errr, falling now. This is not the right time to buy more stocks in hope to average down […]
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