ThaiCapitalist Commentary
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 →My my, how did we get ourselves into this predicament? Thailand’s flood situation just seems to get worse and worse and there isn’t much that the government can do about this except be reactive. My friends in Bangkok have already started to move their cars to be parked far above ground level in anticipation of […]
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 →Finally! A property broker that admits Bangkok’s high-end property market is struggling. When you look around Bangkok today there are several new condominiums costing THB 100,000 – THB 150,000+ per sqm, that have all been fully sold out, but a quick glance inside the buildings and you’ll find that the majority of units have very […]
Read More →Rallies all around! Ze Germans have agreed to something with the rest of Europe! http://bloom.bg/nf6w3R German lawmakers approved an expansion of the euro-area rescue fund’s firepower, freeing the way for European officials to focus on what next steps may be needed to stem the debt crisis.
Read More →Slightly off the beat post, but politics in Thailand never ceases to amaze me. Chuvit was the well-known owner of several massage parlours in Bangkok and had supposedly sold his entire stake in all his entities to enter into politics.
Read More →Something odd happened on Monday, 26th September @ 2.35pm, 5 minutes after the market reopened, the SET was trading down ~-9.5% for the day, with the circuit break (where if the market is -10% the Stock Exchange of Thailand will halt trading for 30 minutes) just a few sell orders away the market stopped trading….
Read More →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 →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 →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 […]
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