Commentary on special events in Thailand and the SET Index.
I am not too surprised that the BOT has come out saying that they are taking measures to prevent the THB from strengthening versus the USD, and I have found it amusing that Dr. Somkid comes out saying that the strengthening THB is inline with regional currency movements because this simply isn’t the case. In […]
Read More →Just as I was about to put up 4 new articles I realised that this was post # 3,000. Holy $hit, that is correct, this is post # 3,000. Time flies, I started writing on this blog for fun in 2011, and perhaps a bit more seriously since September 2011. So first thank you for […]
Read More →I saved a few of these articles over the new years break and finally had the time to digest some. Of the two, I found the transcript of the interview with the Financial Crisis Inquiry regarding the Global Financial Crisis, it was recently released by the US National Archives and its one helluva long read […]
Read More →The discussion of bubble forming is explored in the latest paper from GMO’s Jeremy Grantham, he begins with the history of bubbles, the formation of bubbles and the current stage of the current one. It’s quite the read and he’s arguments are logically formed however I like to say, its hard enough trying to figure […]
Read More →Continued fund flow into the top names in Thailand has resulted in this. AOT is now the most valuable airport operator in the world! Powered by a 75 percent gain since May 1, the operator of Thailand’s main international airports also passed the 1 trillion baht ($31 billion) market capitalization mark, joining only state-controlled energy […]
Read More →This is a key theme for investing this year that these all of these projects will be approved, bidded out and begin construction. You can see that several projects are already under construction and awarded out but there are still hundreds of billions of baht worth still to be awarded. Here’s some quotes from the […]
Read More →It’s that time of the year again where forecasters are out in droves with their predictions, I do enjoy Byron Wein’s the most only b/c its typically something different, so here you go and a link to the rest of the article. Byron’s Ten Surprises for 2018 are as follows: China finally decides that a […]
Read More →PTG Energy PCL (SET:PTG) President and Chief Executive Officer, Mr. Pitak Ratchakitprakarn discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How many stations does PTG have today and how has the business been performing? Today, we have 1,609 stations and are continuing to expand at a rate of 300 […]
Read More →Been a while since I’ve had a random thought, nothing has really interested me until something in the news this afternoon, so here’s a quick, poorly organised, 10-minute thought. I’ve been of the viewpoint that the military is working towards setting up their own political party to win the upcoming elections – whenever this may […]
Read More →Sitting here I was wondering what really drove the market to be +11% or so in local currency terms and here you go, AOT and PTT represented 1/3 of the move this year whereas GL and TRUE have had the biggest negative impact thus far. Data Source: Bloomberg
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