Commentary on special events in Thailand and the SET Index.
Strong nationwide base keeps Muangthai Leasing on a roll Muangthai Leasing Plc (MTLS), which listed on the Stock Exchange of Thailand last November, has grown from a small provincial finance company 23 years ago to a provider of secured and unsecured loans to customers nationwide. Chief executive Chuchat Petaumpai discusses the company’s strategy and outlook. […]
Read More →The fears over an extension of the LTF seem to have finally abated as the Finance Ministry decided to extend the period for another 3 years, but with a little catch this time. In the past… The lock-up period for investment in LTFs has been extended from the previous five calendar years to the date […]
Read More →Small caps, mid caps, love them there are always opportunities to be found like a pig hunting for truffles. Â Mobius put a nice little paper sharing his team’s viewpoints on SMIDs in the region, here are some snippets and a link to the rest of the article. Small caps generally have low foreign ownership levels […]
Read More →Notable Transactions Buy(s) THB 1.29 bn Sell(s) THB 3.43 bn
Read More →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 →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 →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 →Click for larger image Source: Dilbert
Read More →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 – […]
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