Commentary on special events in Thailand and the SET Index.
The King of Thailand passed away yesterday. A few things I noted: PM Prayuth stated that there will be 1 year of mourning, that the Crown Prince shall be the next King, 30 days no entertainment (but to your best judgement) Walking around Central world in the evening after a dinner, you’d see quite a […]
Read More →Well, despite the news stating its about the US interest rates and the Fed, the recent action this week has thus far been about the King’s Health as per the latest announcements from the Royal Palace. All I can say is, wear pink?
Read More →WICE Logistics PCL (SET:WICE) eyes Total Logistics Solutions BANGKOK, Sept 30, 2016 – (ACN Newswire) – WICE Logistics PCL (“WICE”, SET:WICE) has been listed on the Stock Exchange of Thailand (SET) since July 2015. Managing Director Chudet Kongsoonthorn discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the […]
Read More →So our favourite funny man in the telecom industry has announced this morning that he wants to buy out all the shares in JAS at THB 7.25/share. If you remember your corp fin 101, MBO’s are typically done for a strong cash generative business and with plenty of cash on the b/s. Now JAS doesn’t quite […]
Read More →I enjoyed reading this speech from the now former head of the RBI, it does give a quick insight into the thinkings of a central banker. To bolster the value of the rupee, we had to give investors more certainty that future inflation would be low. After all, it was primarily India’s higher inflation with […]
Read More →Him, H. Marks and B. Gross are some of the few commentaries that I enjoy reading monthly/quarterly. The key message this month is in the first paragraph which is below, enjoy! The first was that the world was condemned to a prolonged period of slow growth unless vigorous fiscal spending took place in the major […]
Read More →Rather surprised that no one has really picked up on this. Two days ago DSGT announced to the market that it had received a voluntary tender offer from a PE Fund for the outstanding number of shares in the market at THB 5 / share Here are some key points and a link to the announcement […]
Read More →There isn’t any new information in his latest monthly commentary as he continues on the negative aspects of zero interest rates and negative rates. But at least he doesn’t talk about sex anymore… I and others however, have for several years now, suggested that the primary problem lies with zero/negative interest rates; that not only […]
Read More →Several brokers sending this out this AM FTSE Global Equity Index Series Asia Pacific ex Japan Regional Index and Japan Regional Index Semi-Annual Review.  Constituent changes can  be accessed via the attachments below.  The changes will be effective after the close of business on Friday, 16 September 2016 (i.e. on Monday, 19 September 2016). Large […]
Read More →This is a fact that several of us here know and love, Small/mid cap’s are, have always been, and will most likely continue to be under-researched, under-covered, it’s just the nature of the business. The clever folks over at Franklin Templeton have just put out a short research paper on it, here are some snippets and […]
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