Market commentary on Thai stocks and the SET Index.
Commentary: The past week has been terrible for all sectors because of the flood crisis in Thailand continuing with no signs of it abating, more industrial estates are affected, and fears that the water volumes will have to be released via Bangkok in order to reach the Chao Phraya river resulted in a large drop […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. Surely, everyone here is so sick and paranoid with the flood news, but excited with the rapid rise in the SET. You may not like it, but the sunny days in the Thai stock market may not last long. Here, I have the chart of the SET […]
Read More →Ladies n gents I’m happy to say that we have a guest blogger, Ms. Ploy Tang-u-thaisuk, who will be posting her thoughts on the Thai market, derivatives, stocks, and sectors here weekly. Despite her youth, I’ve been tracking her comments/thoughts over the past few years and have found them to be an excellent resource when […]
Read More →Market Update September continued the volatility seen in August with all assets classes ex US Treasuries globally falling ~10%. The SET dropped just over 14% during September. As discussed in last month’s letter to clients we opined that we were extremely worried about a potential liquidity crisis given the Eurozone’s exacerbated debt issues and the […]
Read More →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 →So what would happen if Greece defaults or goes through a hard restructuring? With the 2 year Greek notes now yielding 29% and Europe likely to postpone its decision on what to do with Greece we thought that it best be prudent to look at the impact of Greece defaulting on its bonds would be […]
Read More →Every large company used to be a small or medium size one. Investing in small and mid capitalisation equities has always been considered to be risky because of the “unknown” factors when compared to large capitalisation investments. Large cap companies refer to some of the largest, most well-known companies in the country, and small-cap and […]
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