Commentary on special events in Thailand and the SET Index.
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, Â 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 […]
Read More →Cho Thavee thrives on innovation and one-stop service Cho Thavee Dollasien Plc (CHO), a maker of truck and trailer bodies and components and special transport products, listed on the Market for Alternative Investment in May 2013. Suradech Taweesaengsakulthai, president and chief executive, discusses the company’s strategy and outlook. Please explain Cho Thavee’s history and business […]
Read More →Well according to the latest GDP information it appears that GDP expanded 1% in the past 3 months compared to the previous quarter, won’t be surprised to see several economists begin to annualise this number and say that Thailand will hit 5% GDP Growth next year…. Anyways, here’s a few snippets from a Bberg article […]
Read More →Third quarter earnings season has officially come to an end: Now there’s a lot to talk about, but being the my usual sarcastic self here’s what I’ve found most amusing thus far: CPF’s earnings – Core profit was a decent THB 1.3 bn in 3Q15, with total net profit at about THB 3.6 bn, a […]
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