Commentary on special events in Thailand and the SET Index.
Buildersmart designed for focused, sustainable success Buildersmart Plc (BSM) is a building materials manufacturer and distributor listed on the Market for Alternative Investment since 2008. Managing director Sunchai Nuengsit discusses the company’s strategy and outlook. Please explain the history of BSM BSM was founded in 2001 by executives who had long experience in the building […]
Read More →Which country’s government set up is this? 440 members, 330 elected 110 appointed by the Military. If you thought of Thailand I wouldn’t blame you, that is Myanmar’s current structure, raises quite a few questions doesn’t it? Thailand infrastructure projects These ones are postponed – Mr Peerapol said the three projects are the Pink Line […]
Read More →Rebuilt Golden Land starting to shine Mr Thanapol, president of Golden Land, still sees demand in residential housing. Golden Land Plc (GOLD) is a leading residential and commercial real estate developer. President Thanapol Sirithanachai discusses the company’s strategy and outlook. GOLD has undergone a successful turnaround over the past few years. How this was achieved? […]
Read More →The last 3 weeks have been rather busy with traveling for both personal and work related activities, and yet really nothing happened much in the world, central banks were quiet, perhaps there was some temporary noise out of doha re oil prices but things have been relatively calm so to speak. First quarter numbers have […]
Read More →Impact Growth REIT: creating a destination for everyone Impact Growth Real Estate Investment Trust, backed by the Impact Exhibition Center and related facilities, began trading on the SET in October 2014. Paul Kanjanapas, managing director of Impact Exhibition Management Co Ltd, the property manager of Impact Growth REIT, discusses the strategy and outlook for the […]
Read More →What bear market? Source: Bloomberg As an fyi posts will most likely be minimal for the next few days – week as I’m traveling.
Read More →Here. Given the risks to the outlook, I consider it appropriate for the Committee to proceed cautiously in adjusting policy. This caution is especially warranted because, with the federal funds rate so low, the FOMC’s ability to use conventional monetary policy to respond to economic disturbances is asymmetric. If economic conditions were to strengthen considerably […]
Read More →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 […]
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