Commentary on special events in Thailand and the SET Index.
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 →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 →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 →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 […]
Read More →Given that last week’s email didn’t go out, here’s the link to last week’s Random Thoughts: ADVANC, Pattaya/Utapao, Indonesia Property Stimulus: While I doubt there will be a huge positive impact from this stimulus measure, it’s still worth noting a few things: The cabinet has approved property stimulus measures to help boost the economy. Some […]
Read More →Just having a bit of fun here, but its a common theme that I’ve heard across the board with several friends/family/clients/industry-folk for the past 12 months. Confusion: Never have we seen so many clients who just do not know what is happening and have cashed up. . In Asia, on the other hand, most investors […]
Read More →Thailand exports are continuing to decline, some say this is a function of the declining growth of countries receiving the goods or that the value of the goods being exported are continuing to decline. To us its a combination of both Average selling price of soft commodities are some 50% lower from their peaks […]
Read More →In the past week you’ve seen ADVANC drop into the 210’s only to rebound back to 230’s levels – why? Well its the usual noise between a government and a private operator where concessions are in play, its standard for any emerging country to have these issues. So what were the headlines that drove the […]
Read More →This has been on my mind of for the past few years, that yes the world is slightly different and companies are different from how they were 20-30 years ago and perhaps that the historical valuations in terms of PE’s and other methodologies may not necessary apply. Then to my wonderful surprise Morgan Stanley’s chief […]
Read More →Union Auction Plc (AUCT), which listed on the Market for Alternative Investment (MAI) in August 2013, is Thailand’s largest automotive vehicle auction company, with coverage throughout the country. Deputy managing director Varunyoo Sila discusses the company’s strategy and outlook. Please explain Union Auction’s history. We began in August 1991 under the management of Thepthai Sila. […]
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