Commentary on special events in Thailand and the SET Index.
Want to listen to the latest thoughts from some 100 CEO’s of listed co’s in Thailand? Then attend the SET opportunity Days which run over the next few weeks, I find its the best time to hear the latest thoughts/business plans and also the questions that retail and institutional investors ask companies. Here’s the link […]
Read More →The latest article from Forbes covers quite a few points related to the currently military ruling of Thailand and goes into the background (basically Thaksin et al) of how Thailand turned into this situation today. There are several interesting points such as: Equally important is the long-term. The interim constitution, “drafted without public consultation,†noted […]
Read More →Diamond Building Products Plc (DRT) is a manufacturer and distributor of roofing products, fibre cement board and artificial wood products including siding, eaves, fences and flooring under the Diamond, Adamas and Jearanai trade names. Satid Sudbuntad, director and deputy managing director, discusses the company’s strategy and outlook. What is DRT’s business model? DRT is among […]
Read More →The SEC is finally becoming a bit more clever in regards to PP’s, which if you remember has been a recent method for speculators to purchase a serious amount of shares and control the supply in the market. Here are the measures that they will try to implement: One-fourth of the silent period shares would […]
Read More →Just out of random curiousity, I want to know what all of your best performing names of 2014 were, just list them in the comments below, my top three were: SAMART: ~150% PTG: ~100% DCON:  ~100%
Read More →Industry leader HomePro builds on solid foundations Home Product Center Plc (HMPRO), established in 1995 and listed on the SET since October 2001, is the largest home improvement retailer in Thailand, with 69 branches nationwide. Khunawut Thumpomkul, director, executive director and managing director, discusses the company’s strategy and outlook. HomePro is continually improving staff skills, […]
Read More →Here are the key facts: Investment projects approved last year by the Board of Investment (BoI) hit a 50-year high The BoI approved 3,469 investment projects worth 2.19 trillion baht in 2014, surging 73% in terms of project numbers and 117% in terms of value. In 2013, it approved 2,347 projects worth 1.11 trillion baht. […]
Read More →The MAI has been a hot performer for the past 18 months and as a result of this several companies are going to make the jump from the MAI to the SET. Here are the key points: Ten MAI-listed companies have met the criteria to upgrade to a listing on the Stock Exchange of Thailand, […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
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