Commentary on special events in Thailand and the SET Index.
As an fyi, just off the presses this early AM, these changes will be effective as of 29 May ’15 MSCI GLOBAL STANDARD INDEXES – None for Thailand MSCI GLOBAL SMALL CAP INDEXES – ADDITIONS: BA, BEAUTY, CBG, EPG, IMPACT, IFEC, MTLS, PLANB, PTG, SIM, SCN, TSE, UNIQ, WORK – DELETIONS: JMART, TPIPL
Read More →The new digital TV industry has been both a love and hate relationship for me, at times I can see the bull in it, about how well some new players will perform (WORK, RS), newer players receiving higher ad rates over the coming years, at other times I see the bear argument, an audience population that […]
Read More →David Tepper of Appaloosa Management said it best a week ago, there are four Fed’s in the world today, the US is printing money, Europe has begun its own QE, Japan has it’s own QE and now China has joined the party with their latest round of interest rate cuts. The People’s Bank of China […]
Read More →Two interesting articles from the FT in the past few weeks about Thailand, first up is a commentary on politics In the latest example of what one commentator has dubbed his “compulsive loquaciousnessâ€, he insisted to guests at an international publishers’ conference in Bangkok last week that he was not their enemy. But what came […]
Read More →The big push by local institutions at the end of April was quite something, represents more than 50% of their net buying for the year. Do note, as requested by some readers, we’ve expanded the charts to include a daily track of all investor movements during the year, enjoy!
Read More →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 […]
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