Commentary on special events in Thailand and the SET Index.
On Bloomberg last week they put up a quick article on AOT. It’s a well-known fact that tourism is one of the few bright spots for Thailand for the past …. forever. And there is only one pure play for it and that is AOT. The problem however is that it is the most expensive […]
Read More →If you want a good summary highlighting every issue that Thailand is facing at the moment then you could do far worse than this one, here’s a snippet and a link to the rest of the article. Raising Thailand’s global skills game is not easy when you are on your 20th education minister in 17 […]
Read More →Everyone once in a while there’s a comment that there is going to be a bond crisis in Thailand, I just don’t see it. Here’s the issue with these BE’s They are junk companies. They were able to get paper financing at rates lower than bank financing (IFEC with single digit cost of funding for […]
Read More →The change in the petrol retail industry in Thailand was first started by PTT Group when they constructed the first half decent stations with retail outlets, coffee shops, f&B etc, over a decade ago. Following on from this the other players, i.e. Shell, Esso, Bangchak did try to follow suit but never really took off […]
Read More →BANGKOK, July 3, 2017Â -Â (ACN Newswire)Â -Â Paul Kanjanapas, Managing Director of IMPACT Exhibition Management Co., Ltd, as the Property Manager of IMPACT growth REIT (SET:IMPACT), discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: 2016 was a difficult period for most businesses, how has IMPACT fared? During the first half of 2016 […]
Read More →So all over the news yesterday was that the BOT may come out with stringent new ruling on credit card, the table below was compiled by the clever folks over at Maybank Kimeng Thailand. KTC has been hammered by this and continues to be, AEONTs (no chart) appears to remain flat. So what? The worst […]
Read More →I’ve been enjoying Dr. Thitinan’s op-ed’s in the Bangkok Post and his latest one provides a succinct summary of what happened in the past and how politics in Thailand today should evolve in order for the country to continue developing. Here’s some snippets and a link to the rest of the op-ed In the pre-crisis […]
Read More →For SET50 – Market capitalisation is Bt10 trillion or 65% of the SET’s total market cap as at end-May 2017 Additions: BJC, BPP, EA, MTLS, RATCH, SCCC, TISCO Deletions: BA, BCP, CENTEL, CK, PTG, THAI, WHA Reserve list: BCP, CENTEL, CK, SAWAD, WHA For SET100 – Market capitalisation is Bt12 trillion or 75% of the […]
Read More →FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]
Read More →Boom. Importers rejoice, exporters are getting nervous. I’m no specialist when it comes to currencies but I’ve always thought that the countries affected by the ’97 crisis would eventually see their currencies return to those previous levels, plus with the previous arguments regarding the nature of the monarchy and the what if question gone, what […]
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