Commentary on special events in Thailand and the SET Index.
Complete media value chain gives edge to MCOT in broadcasting sector MCOT Plc is the state-majority-owned media group that owns and operates a number of radio and TV stations. President Sivaporn Chomsuwan discusses the company’s strategy and outlook. Please explain MCOT’s business model. MCOT is a fully integrated media company involved in TV, radio, new […]
Read More →Bill Gross’s latest investment outlook has quite the negative foreboding with comments such as “A “sense of an ending†has been frequently mentioned in recent months when applied to asset markets and the great Bull Run that began in 1981.” “Savor this Bull market moment, they seem to be saying in unison. It will not […]
Read More →Notable Transactions Buy(s) THB 1.2 bn Only CCN has caught my eye here Sell(s) THB 3.2bn Interesting to see both MAJOR and PSL large shareholders sell large stakes Note: We are only displaying trades above THB 10 mn
Read More →And it’s that time of the year where one must read GMO’s latest quarterly letter, this time you’ll find: A discussion on long term bonds, overall asset allocation and how the current pricing in the market reflects future expectations (which appears to be nuts!) That US Equities should approach Bubble status given the “strange, manipulated […]
Read More →The funniest scene emerged at NMG’s AGM yesterday where police were called in to prevent a portion of shareholders, specifically the SLC group, or News Network as they now call themselves, from entering the AGM. This sparked chaos in front of the meeting room as the angry shareholders tried to break into the room. This […]
Read More →I’m currently only half way through reading the english draft of the constitution and nothing has really surprised negatively yet, but here’s a viewpoint from bloomberg To break this deadlock, the new constitution would weaken the clout of elected politicians. A proportional voting system would encourage smaller parties and coalition governments in the lower house […]
Read More →The Digital TV Industry has been having its own version of battle royale with the competition for ratings sending bidding prices for new shows through the roof and if you look at every company related to digital tv, all of their earnings were poor in 2014 and 1Q15, as a result of this they have […]
Read More →Interesting news out of the BOI this week, here are the facts: Approved promotional privileges for 793 investments projects worth THB 217 bn approved in the first quarter, 6x that of last year Investment projects gaining BOI approved were valued @ THB 34.65 bn Industries that received this include  — services and public utilities, electrical and […]
Read More →QTC plugged into growing regional power demand QTC Energy Plc, which listed on the Market for Alternative Investment in July 2011, manufactures and distributes electrical transformer equipment and provides related services. Poonphiphat Tantanasin, chief executive and managing director, discusses the company’s strategy and outlook. What is QTC’s business model? QTC makes and distributes custom-made transformers […]
Read More →Notable Transactions Buy(s) THB 29 mn N/a Sell(s) THB 84 mn N/a Note: Heinecke’s purchase is of both IVL and MINT hence the lower average purchasing price
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