Commentary on special events in Thailand and the SET Index.
These changes are effective today! Â Â – FTSE Small-Cap (+) CPTGF, GVREIT, AMATAV, CGD, TPBI, LPH, CRANE // (-) IMPACT, PLAT, BEAUTY, ORI, LHSC, NOBLE, CNT, PAP, LEE, TR, SE-ED, TGPRO, RICH, CENÂ Â Â Â – FTSE Mid-Cap (+) SPRC, IMPACT, TKN, PLAT, BEAUTY // (-) KTIS, THRE, CGD Â Â Â Â – FTSE […]
Read More →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 →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 […]
Read More →And the deal is done, it’s been denied multiple times over the past few months but in the end the deal was done. So here at the details: AAV owns 55% of Thai AirAsia, the remainder is owned by the parent 1.89 bn shares sold @ THB 4.2 /share, this represents 39% of shares from […]
Read More →Yesterday the government finally approved the long awaited land and buildings tax. What has happened since? Quite a few property names, hotels heavy with assets, and industrial estates have been hurt. Hospitals, on the other hand, are only subject to 1/4 of the tax levied. However most analysts have been saying that in the end […]
Read More →Here’s some things that I’m finally catching up reading after going through all 1Q earnings… Bill Gross – Investment Outlook June 2016 Anyway, my basic thrust in this Outlook will be to observe that all forms of “carry†in financial markets are  compressed, resulting in artificially high asset prices and a distortion of future risk […]
Read More →And here you go! Source: MBKET
Read More →Ticon Freehold and Leasehold Real Estate Investment Trust (TREIT) listed on the Stock Exchange of Thailand in January 2015. Managing director Amorn Chulaluksananukul and Charasrit A Voravudhi, general manager and head of business development, discuss the fund’s strategy and outlook. What assets are currently in TREIT? Our investment portfolio comprises 98 units of premium warehouses […]
Read More →Hospital stocks in Thailand are now trading at nosebleed levels with the sector average at ~50x PE, but what I’ve learnt from the past, just because a company has a high PE doesn’t mean you should ignore it if the compounded growth potential is there. Here are some snippets and the link to the rest […]
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