Commentary on special events in Thailand and the SET Index.
The Executive Talk: SVI PCL (SET:SVI) Becoming a global EMS play BANGKOK, Nov 30, 2018 – (ACN Newswire) – SVI PCL (SET:SVI) Chief Executive Officer, Mr. Pongsak Lothongkam discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has the company evolved in terms of the types of products/services that it […]
Read More →Well here you go. Are these ridiculously high levels? For Thailand yes, compared to the region i.e. Indonesia and Malaysia where it reaches ~40% then no. But does it make sense when the USD offers higher yields than THB? To which one ponders, are the buyers just regionally focused and therefore have to put capital […]
Read More →And he’s back with his latest commentary that covers both the bullish (earnings growth, valuations) and bear (politics) elements facing the market today, several great points are made. As usual here’s some snippets and a link to the rest of the article. For these reasons I thought the equity market would have to go through […]
Read More →So after yesterday’s market update a random thought came to mind, have volumes really dropped? So here’s a quick chart on the daily turnover vs rolling 30 day average turnover on the SET. So what? No idea, but declining volumes are never a good sign, especially on the way down.
Read More →Property limits So there’s been noise in the market over the past few months with the BOT first coming out saying that they want to stop the search for yield characteristics in the property market. And on Friday it was announced that the below regulations will come into effect by 1 April 2019. Property price […]
Read More →Managing Director, Mr. Boon Choon Kiat discusses the company’s strategy and outlook in The Executive Talk (TET). TET: What is CHEWA’s growth strategy? We are very open to multiple avenues for growth, we will continue to organically grow our business with the expansion of residential projects for both high-rise and low-rise projects throughout Bangkok. Also, […]
Read More →So foreign investors have been selling Thailand for the past 12 months, heavily, who’s picking up the slack? It’s quite obvious as seen per the below. Now why the f is the THB still strong some may ask? A few factors, but look at the second group of charts. The bond market is attractive in […]
Read More →And so it’s time again for Byron’s latest monthly commentary. The thought going through my mind is…if everyone is saying/forecasting that a US (global) recession will occur in 2020, why should investors remain invested in equities? How does this make any sense, and further to this, if everyone (at least from those I am reading) […]
Read More →TET: Please explain the history of BGRIM. BGRIM: B.Grimm as a group has been operating in Thailand since 1878 and we have been at the forefront of infrastructure development in Thailand ranging from telecommunications to transportation. As an organisation we were and are exploring for businesses that suit our business culture. Thus in the mid-1990’s […]
Read More →Anddd his latest commentary is out, here are some snippets and a link to the rest of the article: As for the 2020 Presidential election, many attending thought Donald Trump would have a second term. True, the Federal Reserve was raising interest rates and shrinking its balance sheet and the European Central Bank was talking […]
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