Commentary on special events in Thailand and the SET Index.
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 […]
Read More →Not to fan the flames any further, but SSI has just been halted from trading by the SET. Official reason? “The company has requested SET to temporarily suspend trading its securities because the firm is in the process of disclosing significant information.” Unofficial reason? They’re bankrupt! Reality – A restructuring of debt, the UK facility […]
Read More →4G!!! From a green light to a red light to back to a green light. News has announced that the NBTC will go ahead with the auction of the 2 telecom licenses on the 900-MhW and that it has been approved by the board, thus 15 Dec looks like a go. AIS being sued by […]
Read More →The picture does say it all.
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