Commentary on special events in Thailand and the SET Index.
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. […]
Read More →The fallout from SSI has hurt SCB in more ways than they care to admit, they’ve had to sell off assets throughout Thailand and overseas, one  which caught a lot of traders eyes when there was a huge block transaction with SCC shares. SCB’s current CEO K. Arthid said “We sold all our holding in Siam […]
Read More →A few things worth noting here RS, AUCT, BA and MCS are continuously purchasing shares at certain levels MALEE – first time in …. 3 years that there has been some movement in shares Buy(s) – THB 3.4 bn Sell(s) – THB 7.8 bn
Read More →Singha Estate takes ‘PRIDE’ in three-pronged model Singha Estate Plc (S) is a lifestyle developer that builds quality settings for people to live, play, work and shop. Chief executive Naris Cheyklin discusses the company’s strategy and outlook. Please explain Singha Estate’s history. Singha Estate is a real estate investment and development company and the property […]
Read More →A nice little article over at Forbes yesterday interviewing Heinecke and including comments from other executives and analysts on the region. Here are some snippets and a link to the full article. “These emerging markets still have a lot of gas to go.†“Our major clients are not expanding in Thailand,†says Phisud Dejakaisaya, managing […]
Read More →Bill Gross’s latest monthly paper is out, as usual it contains great thoughts and this month its all about the Fed and the impact of low interest rates and the issues that come with it, see below for snippets and a link to the paper. “financial repressionâ€, long stretches of years and in some cases decades […]
Read More →Source: Dilbert
Read More →A nice little op-ed from Mark Mobius post the fed decision to not increase rates and its impact on emerging markets. See below for snippets and a link to the full article In contrast to the Fed, central banks in emerging markets generally are not considering the question of raising interest rates in their home […]
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