Category: Special Events
Commentary on special events in Thailand and the SET Index.
Are share buybacks jeopardizing future growth?
Quite an interesting study made by McKinsey on the impact of sharebuybacks on future growth, and they came to the conclusion that (as it should) makes some sense. The types of industries that are making up the US Stock markets have changed over the past few decades. Here are some snippets and a link to the […]
Read More →REITs are a go!
The other day the cabinet came out with a ruling that: Approved the waiver of value added tax, specific business tax & stamp duty for transferring assets from property funds into REITs. Approved the waiver of income tax for unit-holders of property funds that are converted into REIT So what? This should pave the way […]
Read More →Why did SAMART crash today?
Well there was news in the afternoon that some police officers made false claims involving the monarchy to make 5.9 mn baht in personal gain, and that “Samart Telcoms Plc was involved in the installation at the skyscraper.” So as a friend queried, if they drove a toyota, should Toyota’s stock price get dumped too? Source: […]
Read More →Humour: Dilbert – Hedge Funds
Click for larger image Source: Dilbert
Read More →14 more IPO’s still to come this year
Investment banking departments in Thailand are working hard to ensure they can receive their bonuses at year end with 14 additional IPO’s still coming to the market. Quick thoughts Anything from Asia plus always seems to perform well A company less than thb 5 bn in market cap size seems to perform well Hospitals – […]
Read More →Howard Mark’s Latest Memo
Not many papers can match his thoughts and insights and whilst this one is the must-read that last month’s was, he does take a step further utilising sports as an analogy for his analysis on investments, here’s the conclusion and a link to the rest of the memo, enjoy! For most participants, success is likely […]
Read More →Thailand’s unemployment rate remains low
So despite all the news that Thailand is falling apart, that economic growth is in tatters, that the political environment is rubbish, Thailand’s unemployment rate continues to be incredibly low. Or one could say, Thailand has a huge labour issue which is preventing the old fashioned form of economic growth (i..e. manufacuring) and forces companies […]
Read More →Co Visit: Eastern Polymer Group Plc (EPG)
Innovation keeps Eastern Polymer in front Eastern Polymer Group Plc (EPG), a maker of synthetic rubber and plastic products with customers in sectors ranging from construction to auto parts and packaging, listed on the Stock Exchange of Thailand last December. Chief executive officer Pawat Vitoorapakorn discusses the company’s strategy and outlook. Please explain the history […]
Read More →Post #2000
Wow, 2,000 posts! It’s been a fun 4 years (!!), and now just looking back on the database I can see that my very first post was about SMID’s in Thailand on the 1st April 2011 (lovely coincidence) and here it is… Small And Mid Cap Investments In Thailand Every large company used to be […]
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