Commentary on special events in Thailand and the SET Index.
Logistics specialist JWD adds value to lift margins JWD Infologistics Plc, an integrated inland logistics service provider that has been expanding beyond its original food and cold-chain focus, listed on the Stock Exchange of Thailand in September last year. CEO Charvanin Bunditkitsada discusses the company’s strategy and outlook. What is JWD’s business model? JWD is a […]
Read More →DoubleLine has come out with their latest quarterly commentary and given that they are the largest bond house in the world is worth a read. In the quarterly letter a lot spoken is things that we already know i.e. USD strength, China etc..but it’s just interesting to note their viewpoints on high yield debt, other […]
Read More →So a few readers have asked for some reit/prop fund/iff data and here are the top 10 traded ones. Source: SET, 18th Jan 2016
Read More →The stock price has definitely moved as if an sale is going ahead. This rumour has been around for the past quarter when issues were arising in France re Group Casino’s performance, since then the news has been quiet except for a potential REIT in the offerings. Now we have brokers doing relative valuations of […]
Read More →Despite it being a start of a new year the same questions/scenarios remain… What if the ISM figures in the US stay below 50? Does it lead to a recession in the US? Forces the feds to not raise rates but instead cut them? If the USD declines? Oil prices recover? Capital flows back into […]
Read More →As always, an incredibly enjoyable read! I still need to re-read this a few more times but here are some snippets and a link to the rest of the memo “Everyone knew” for years that the Chinese economy had been overstimulated with cheap financing, and that this had led to excessive investment in fixed assets. […]
Read More →Given that a few readers here like BJCHI, here’s the latest news out from the company “BOD has approved a share buy back up to THB 250 mn or 2.5% of issued shares (40 mn shares)” Source: SET From memory this is the fourth listed company in Thailand to embark on share buybacks in the past […]
Read More →Towards the end of last week Mobius came out with a brief commentary on China and these are the two quotes that I feel are most important, the link to the full commentary is below… “It’s important to remember that China’s economy is a planned economy, something that I think has been overlooked by many […]
Read More →The condominium developer Origin Property Plc (ORI) listed on the SET in October this year. CEO Peerapong Jaroon-ek discusses the company’s strategy and outlook. What is Origin’s history and business model? We founded the company in 2009 with the aim of providing a unique concept of property development to capture the entire range of customer […]
Read More →And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
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