Commentary on special events in Thailand and the SET Index.
To be honest – I don’t quite care about what will be in this new constitution (re investment decisions) and I doubt the public cares much either, in the end the key thing that I care about is the timeline. If the government can maintain this timeline then I’m still going to be positive about […]
Read More →Maybank Kim Eng Thailand has these great updates on a weekly basis regarding the Infrastructure Investment, see below for a succinct summary. Who benefits from this? Well the usual players, CK, STEC, UNIQ, ITD, maybe the smaller ones too hopefully, i.e. NWR, CNT, PYLON, etc… Investment: Infra investments update The Cabinet approved construction of a […]
Read More →In a nutshell Feb #’s looked like they were saved by the sweetness of sugar which somehow jumped some 78% YoY in value terms, this despite Brazil still dominating the world w/ their weak currency. Something positive to note is that exports to ASEAN and Japan (combined ~50% of exports) picked up for the first […]
Read More →Latest figures out from DBS Vickers Sources: SET, DBS Vickers
Read More →Just made public is this interview done by the FCIC and Warren Buffet, it’s 1 hr 39 mins so sit back and enjoy listening to him discuss his investment ideas and process. Audio Link: FCIC Transcript link: Ritholtz
Read More →Diversified property holdings key to success for UV Univentures Plc (UV) was founded in 1980 as a manufacturer and distributor of zinc oxide and listed on the SET in 1988. Over the years it has evolved and today it is a holding company specialising mainly in property and related businesses. Director Worawat Srisa-an discusses the company’s strategy and […]
Read More →On the back of the sensational news that executives from CPALL were caught with their hands in the cookie jar for front running the public by buying MAKRO shares before the takeover announcement, the SEC has continued on its crusade to clean the SET further. The latest fines are now to WHA – The founder Somyos Anantaprayoon, […]
Read More →And here you go…I wouldn’t be surprised to see 50% of all tourists in Thailand come from China within the next 5 years. So who benefits? It is isn’t necessarily just the airport (AOT), airlines (AAV, BA, NOK, THAI) nor the hotels (ERW, MINT, CENTEL, DTC) but names like BEAUTY have said that they’ve benefited […]
Read More →The ECB is following the route of Japan with the latest announcement this week of continuous easing by lowering the deposit facility rate by another 10 bps to -0.4%, the main refinancing rate was cut to zero, quantitative easing was raised to EUR80bn/month with effect from next month and corporate bonds are now included. In addition, […]
Read More →Kingsmen CMTI designed for success Kingsmen CMTI Plc (K) is a retail and corporate interior design company that listed on the Market for Alternative Investment in December 2015. Chief executive Chayawat Pisessith discusses the company’s strategy and outlook. Chayawat: Booming retail a boon to firm Please explain K’s history and business The company was founded in […]
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