Property Funds/REITS/IFF
And here you go! Source: MBKET
Read More →Category: Special Events
Commentary on special events in Thailand and the SET Index.
Interview: Ticon Freehold and Leasehold Real Estate Investment Trust (TREIT)
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 →How Cheap Oil and Fewer Nose Jobs Hurt Thai Hospital Stocks
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 […]
Read More →BEM receiving THB 8 bn?
It’s been in the news for a while that BEM has been fighting with EXAT to get back someTHB 8 bn in lost revenue.. “The Expressway Authority of Thailand (Exat) has decided to petition the Administrative Court, asking it to revoke an arbitration committee’s order that it pay more than 8 billion baht in compensation […]
Read More →Interview: Ticon Industrial Connection Plc (Ticon)
Ticon Industrial Connection Plc is the country’s largest provider of industrial properties for rent and also a major provider of warehouses to serve companies’ logistics needs. Managing director Virapan Pulges discusses the company’s strategy and outlook. What are your views on the region and Ticon’s ability to expand to neighbouring countries? We have begun an […]
Read More →1Q16 Earnings Summary
A few interesting points to note from 1Q16 earnings Food&beverages, Petrochemicals, Construction Services, STEEL!, Packaging and Paper& Printing materials all had both YoY and QoQ profit growth Automotive has finally stopped dropping Insurance & Electronics got killed
Read More →Timeline to an election
Given that the military has come out saying “oh things could be postponed again.” This doesn’t give me quite a lot of confidence in their ability to manage things at all…regardless here’s a timeline that the clever fellows over at Maybank Kimeng Thailand have put together.
Read More →True not participating in reauction
So last night True released the following “With reference to the re-auction of Spectrum Licensing for International Mobile Telecommunications (IMT) in the Frequency Band of 900MHz to be held by the National Broadcasting and Telecommunications Commission on 27th May 2016, True Corporation Public Company Limited (the “Companyâ€) would like to notify that the Board of Directors Meeting No. […]
Read More →MSCI Semi-Rebalancing: Thailand has 11 changes
Changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of May 31, 2016. MSCI Thailand: Â Â Â Â Â Â Â Â Â Â Â Â (+2) EGCO, ROBINS Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â (-) […]
Read More →Stop the presses! The Oxen have chosen!
There is something both ridiculous and beautiful about traditions in any culture, and the same holds for the annual sacred oxen festival where 2 “holy” sacred oxen will dictate the fortunes of the country. The results this year were that there will be plenty of food and water for agriculture and that communication and foreign […]
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