Commentary on special events in Thailand and the SET Index.
It’s no surprise to those of us who live here that Thailand has a huge black market economy that doesn’t show up on official statistics, here are some intriguing facts: Thailand’s informal economy, the non-regulated, non-taxed part of its overall economy, made up 40.9% of the country’s GDP in 2014. Taking Schneider’s number, in money […]
Read More →A wonderful article over at Forbes that highlights the CEO’s of MNCs viewpoints on ASEAN, here’s the introductory paragraph and the link to the rest of the article In early 2015, I interviewed eight C-level executives at leading foreign multinationals as part of a KPMG sponsored report exploring the outlook for multinationals (MNCs) in ASEAN. What did […]
Read More →Complete market coverage the key for Erawan The Erawan Group Plc (ERW) operates more than 5,000 hotel rooms ranging from budget to luxury, and aims to become Thailand’s leading hotel developer and investor. President Kamonwan Wipulakorn discusses the company’s strategy and outlook. Please explain Erawan’s business model. Erawan operates in the hotel industry and focuses […]
Read More →Just have a quick look @ the below table, it explains itself
Read More →In an article from Bloomberg last week, it stated how the CIO of the SSO commented on his personal blog that the market was appearing cheap, and here are the two following quotes: Tourism and commerce companies in particular offer a bargain, Win Phromphaet, the head of investment at Social Security Office, wrote in his […]
Read More →Last Friday, TUF announced it would issue 795m new shares for a US$400m capital increase to partly fund its acquisition of Bumble Bee (enterprise value of US$1,510m). The capital raising was to proceed through a preferential public offering to existing shareholders at a ratio of 6 existing shares for 1 new share at an offer price […]
Read More →Our resident expert chartist has decided to contribute her thoughts on the recent market drop, she seems to think things may continue to decline…enjoy! I am digging for the possible downside of the SET index in this current decline. While this chart may look confusing to many, it is actually very simple. First, look at […]
Read More →Just after I posted last week’s discussion w/ the smartest men in Thailand piece I was sent the last column by Byron Wien’s w/ his discussion with the smartest man in Europe, here’s a snippet below and a link to the rest, as usual its a must read. For the past fifteen years I have […]
Read More →Singer gains from new products, partners Singer Thailand Plc has grown from a distributor of sewing machines established more than a century ago to a diversified provider of appliances, vending machines and related services. CEO Boonyong Tansakul discusses the company’s strategy and outlook. Boonyong: Singer must continuously look forward and not rest on its laurels […]
Read More →We think that this number should be far higher, agricultural prices have dropped by 50% and you’re telling us that the farm economy has only shrunk by 4.2%? The farm economy contracted 4.2% year-on-year in the first half of 2015 as drought hit crops, but the livestock and fishery sectors still expanded, the Office of […]
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