Commentary on special events in Thailand and the SET Index.
Here are the facts: Exports tumbled for a fifth straight month in May The Commerce Ministry yesterday said shipments fell by 5% year-on-year to US$18.4 billion last month. In the first five months, exports reached $88.7 billion, down 4.2% from the year-earlier period. May exports of agricultural goods fell by 2.8% year-on-year to $2.97 billion, […]
Read More →WEH has followed the typical Thai drama show story line for the past 12 months with the major shareholder, Nopporn Suppipat, having an arrest warrant issued for him and the SEC blocking their supposed IPO and hurting DEMCO’s short term share performance (hence the only reason for posting this). Now there is a new shareholder […]
Read More →A great little op-ed by Mark Mobius on ASEAN and the AEC Impact on the region, see below for the whole article. The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental […]
Read More →Given I was overseas 2 weeks ago, here’s a full compilation of all the stock related news during the week of 07/06 – 15/06 sans comments as it is just too much to catch up on. BKD BKD plans to bid for a Bt3bn project, expecting to win 50%. It expects 45% revenue growth this […]
Read More →There’s another drought happening throughout Thailand and this doesn’t bode well for consumer spending upcountry.  Here’s some information that we’ve been able to put together. Cause? Massive deforestation in north was the fundamental cause as this has resulted in the lack of rainfall, especially in the North, where most reservoirs are situated. Specifically, at least […]
Read More →There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]
Read More →There isn’t much that can be said here…
Read More →Thiensurat Plc, which listed on the Stock Exchange of Thailand last June under the symbol TSR, makes and distributes water purification systems to provide safe and clean water to households. Managing director Viruch Wongnirund discusses the company’s strategy and outlook. What is Thiensurat’s history? In 1976, our founder, Werawat Changyoo, was working for the Metropolitan […]
Read More →Forbes came out with the latest top 50 richest individuals in Thailand and whilst the list has not changed that much it’s always good to see newcomers and interesting to note they are from the automotive, renewable energy and industrial real estate. However it is worthwhile pointing out that Hopes of an infrastructure build-out boosted fortunes […]
Read More →There was an insightful op-ed in the BKK Post during the week comparing Thailand’s political drama to Shakespeare’s Hamlet, its quite the read and rather spot on, see below for some snippets and a link to the full article Our politics over the past 10 years has been one huge Shakespearean tragedy. A bitter feud […]
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