Commentary on special events in Thailand and the SET Index.
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 […]
Read More →Diversification helps Stars to shine brighter Stars Microelectronics (Thailand) Plc (SMT) has been listed on the Stock Exchange of Thailand since September 2009. Chief executive Peerapol Wilaiwongstien discusses the company’s strategy and outlook. Stars is undergoing a transition. Could you walk us through this? The company was founded in 1995 with an initial focus […]
Read More →Silly CFOs If you wonder why you don’t read too many negative analyst reports in the market this is typically a reason why Chris Lee can be seen standing over a seated Timothy Lam and ordering him to leave the conference room on Wednesday. Lam initiated coverage on PAX Global’s stock in April with an […]
Read More →Well its about that time of year again, rather incredible that they still haven’t figured out how to stop this…where’s Article 44? However, some papers are saying this is a positive with the reservoirs likely to be refilled.. Source: Thaifloods
Read More →Bloomberg had a nice little piece on the recovery of Thailand and the market the other day, it states a lot of what we already know but still a decent summary nonetheless, here are some key points and the link to the rest of the article Private spending jumped by 3.8 percent in the June […]
Read More →Note: This will be the second last Company Interview in the Bangkok Post as, after 9 years, they’ve decided to discontinue publishing them. Together with ShareInvestor we are still figuring out what avenues/channels are best to use in the future, so until then we may not be publishing any new interviews…which is a shame. TV Direct […]
Read More →Both the big boys came out with papers in the past week, JG gives a rather decent explanation on immigration, brexit and markets in general whilst Bill Gross does touch upon questions that have been on his mind. Snippets are below and a link to both papers. Oh and I haven’t forgotten that today is voting day […]
Read More →The Thai Government has been rather busy with policies, reforms, projects etc etc just look at the list of things announced in the past 2-3 weeks First infrastructure investment, we have bidding terms for the southern double-track thats worth some THB 16.5 bn http://www.bangkokpost.com/news/general/1036445/bidding-terms-for-b16-5bn-southern-double-track-this-month, then the Eastern Economic Corridor which spans the three eastern provinces of Chon […]
Read More →Karmarts finds a beautiful formula for success Karmarts Plc (KAMART) was first incorporated as Distar Electric in 1982 and listed on the Stock Exchange of Thailand in 1994. It changed its business focus to cosmetics in 2009 and changed its name to Karmarts Plc in 2011. Wongwiwat Theekhakhirikul, director and assistant managing director for business […]
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