Commentary on special events in Thailand and the SET Index.
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 […]
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 […]
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