Commentary on special events in Thailand and the SET Index.
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
Read More →Well the story remains the same foreign investors continued to sell the market in November, albeit at a much slower pace, my fear of the prop desks selling their THB 10 bn of purchased shares have come true as well, so what’s left? Well we shall see how much strength retail investors continue to have […]
Read More →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. […]
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