Commentary on special events in Thailand and the SET Index.
What a week this has been, firstly we started off with rumours in regards to Europe somehow banning Thai businesses and citizens. Where on earth could this have come from? Who would have believed this (a lot of people it seems) But what was the impact? The market suddenly dropped by -1% after the midday […]
Read More →J.S.P. thrives on an integrated community approach We began in 1991 by providing long-term rental and leasehold units to clients at our Rama III Road location. Back then our clients were predominantly freighters and cargo companies. In time we expanded to freehold projects under the JSP brand, focusing on outer Bangkok and other areas around […]
Read More →So this is the article that for some reason was not published in the NY Times that is distributed in Thailand. I do not think there’s anything overly harmful in the piece hence why I don’t have an issue posting it here, see below for some snippets and my waffling… By no means is Thailand lifeless. […]
Read More →Well then….just hot off the SEC presses. Now while I applaud the SEC for actually catching them, the fine’s are really pitiful when you consider that the this is the CHAIRMAN and VICE CHAIRMAN of one of the largest company’s in Thailand, front-running the entire investment community ahead of one of the largest M&A deals […]
Read More →There’s been a lot of news in the financial press in regards to Aberdeen’s continued decline in AUM and how this is a potential sign of investors viewpoints that emerging markets are rubbish. Now if this is the case then there could be continued selling by the FM’s of the funds managed by Aberdeen, if […]
Read More →Effective at the end of this month (30 November), Thailand’s MSCI weighting will be cut from 2.23% to 2.16%, so don’t be surprised to see the major names (energy, banks and telcos) have selling this week and next
Read More →A succinct article by my friend who is analysing the changes and developments of Myanmar’s political system. Enjoy the few snippets below and a link to the rest of the article. With an estimated 80% voter turnout, most electoral observers declared the voting process to be largely smooth and peaceful. Despite structural disadvantages and credible reports […]
Read More →The continued saga regarding the slave labour utilised by yet to be mentioned Thai firms is continuing to pick up in the news with Nestle recently stating that yes there were obvious signs of human rights abuse Nestle, among the biggest food companies in the world, launched the investigation in December after reports from news […]
Read More →In a nutshell, a rubbish quarter all around, but we’ve gone ahead and highlighted the sectors that actually had growth QoQ, YoQ and 9M, anyone else thinking that perhaps some automotives may be worth a look?
Read More →BDI continues to plummet This only interests me because I’ve been waiting and waiting for the right time to purchase PSL shares, but other than a brief few month spell 2 years ago they haven’t deserved a position within the portfolio, not b/c they are rubbish operators but more because the industry just looks crap […]
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