Commentary on special events in Thailand and the SET Index.
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 […]
Read More →And voila, here’s the snapshot for investor movement for 2015, its fairly obvious where the selling pressure has come from in the past month. But interesting to see retail investors finally pick up some shares in the last quarter of ’15.
Read More →Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
Read More →4G Madness Boom! There we go, the most expensive 4G license bidding price in the world, Thailand, take a bow, not only does the country have the most number of coups in recent history it can now have another reason to be in the Guinness Book of World Records. A quick recap: During the week the stock […]
Read More →Power and property strengthen foundation of Thai Polycons SET-listed Thai Polycons Plc (TPOLY) has been in the construction business since 1988 and since diversified into renewable energy and property. President Chainarong Chanpalangsri discusses the company’s strategy and outlook. Please explain Thai Polycons’ history and business model. We started in 1988 initially with 1 million baht in […]
Read More →….just as they said, just as it was telegraphed for most of the year, and so what? Currencies haven’t gone crazy, bond markets look ok, even equity mkts are up. Â It has been the biggest non-event which is perfect. So let us go outside and enjoy the “winter” weather that finally has hit BKK today. […]
Read More →While they haven’t explicitly stated that they will do a REIT, their announcement this morning stated “As part of its 2016 plan, Big C is also considering monetization options of part of its real estate, in particular the creation of a REIT composed mostly of its shopping centers, while continuing to fully consolidate their results. […]
Read More →As of writing there has been a strong relief rally in several of the airline names, in fact all of the, AAV, NOK, THAI are all up strongly today on the back of the news last night that the European Commission did not add any air carriers from Thailand. “No air carriers from Thailand were […]
Read More →“It takes little experience in the investment business to realize that investors prefer good news.” And there is a lot more in this quarter’s latest paper where they cover everything from the US Economy to Emerging Markets, see below for some snippets & the link to the rest of the letter:
Read More →And the top 10 wealthiest list is out for the year with Prasert of BDMS and BA still holding the top spot, interesting to see that MK Restaurant group has been able to breach the top 10. Source: Bangkok Post
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