Investor Movements – June ’16
I remember 2015 being a year driven by local institutions, interesting that this year has been one driven by foreign institutions thus far.
Read More →Category: Special Events
Commentary on special events in Thailand and the SET Index.
Interview: Chewathai Plc (CHEWA)
The property developer Chewathai (CHEWA) listed on the Market for Alternative Investment in April of this year. Managing director Boon Choon Kiat discusses the company’s strategy and outlook. Mr Boon says oversupply in certain areas of the property market makes it rarer for projects to sell out overnight. Established communities and mass transit access are […]
Read More →Mentorship and The Smartest Man
I’ve always enjoyed reading Byron Wien’s “The Smartest Man in Europe” papers and now it shall come to an end as the previously anonymous gentleman, Edgar de Picciotto, has passed away. Here’s a snippet and link to the article, definitely worth the read. Over the years I learned that he didn’t think like other investors, […]
Read More →Soros – The pound will fall to parity with the Euro
George Soros has an op-ed out on the Brexit and as usual its a fun read. Here are some snippets and a link to the rest of the article. This is wishful thinking. It would have at least one very clear and immediate effect that will touch every household: the value of the pound would […]
Read More →SET Indices Semi-Annual Index Changes
Following on from the FTSE changes , here are the SET’s changes to the SET50, SET100 and SETHD indices. Here’s the summary and the official announcement below: SET50 Inclusion: BEM, GPSC, KCE & MTLS SET50 Exclusion: ITD, JAS, M & SCCC SET100 Inclusion: BCH, COM7, ERW, GLOBAL, IFEC, JWD, MTLS, TRC & TVO SET100 Exclusion: […]
Read More →FTSE Index SET Rebalance
These changes are effective today! – FTSE Small-Cap (+) CPTGF, GVREIT, AMATAV, CGD, TPBI, LPH, CRANE // (-) IMPACT, PLAT, BEAUTY, ORI, LHSC, NOBLE, CNT, PAP, LEE, TR, SE-ED, TGPRO, RICH, CEN – FTSE Mid-Cap (+) SPRC, IMPACT, TKN, PLAT, BEAUTY // (-) KTIS, THRE, CGD – FTSE […]
Read More →Interview: Thai Union Plc (TU)
TU pursues global leadership through innovation and sustainability Thai Union Group Plc is one of the world’s largest seafood producers and exporters. President and CEO Thiraphong Chansiri discusses the company’s strategy and outlook. TU and yourself have received many awards including “Best Managed Company” from Asia Money, “Best Corporate […]
Read More →MSCI says No to China
Ouch, this will hurt the markets today. China was rejected despite a flurry of measures this year to address MSCI’s concerns, including curbs on arbitrary trading halts and looser restrictions on cross-border capital flows. The decision suggests international investors are still uncomfortable putting their money in the $6 trillion market after a botched government campaign […]
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