Commentary on special events in Thailand and the SET Index.
Bangkok Aviation Fuel Services Plc (BAFS) provides aviation refuelling and related services at Suvarnabhumi, Don Mueang and other airports in Thailand. Founded in November 1983, it was listed on the Stock Exchange of Thailand in April 2002. Managing director Prakobkiat Ninnad discusses the company’s strategy and outlook. What is BAFS’ business model? BAFS was founded […]
Read More →With the BOT just announcing that interest rates were going to remain flat today, Bloomberg came out with an article highlighting how consumer debt is still a big issue (and I believe will continue to be at least for another 2-3 years) in Thailand today, enjoy the snippet and the link to the full article […]
Read More →Yesterday the stock market went through the whole market cycle of selling, panic selling, forced selling, & bargain hunting all the space of a 4.5 hrs. A low of -9% was seen for the day before it rushed back up in the last hour to close down some -2.4%. So what happened yesterday? Well oil […]
Read More →The SET has announced the semi-annual index review results for the SET50, SET100 & SETHD indices to be effective the first half of 2015 (Jan 1 – Jun 30). SET50 Index (SET50): 4 ADDED: CK, HEMRAJ, KTIS & SPALI 4 DELETED: BLA, GLOBAL, KKP & THCOM SET100 Index (SET100): 10 ADDED: ANAN, DEMCO, HANA, ICHI, […]
Read More →Digital TV a rising star for Workpoint Workpoint Entertainment Plc is one of Thailand’s leading production houses with internationally recognised programmes. It has recently expanded into digital TV with its own channel. Chairman Phanya Nirunkul discusses the company’s strategy and outlook. What is Workpoint’s business model? We began in 1989 as a TV production house […]
Read More →On Monday for a brief period of time the SET was able to go above 1,600 & then it subsequently tumbled some 35 pts (or -2%) since then, what are the reason(s) for this? Yesterday there was news about a potential counter-coup from a former PM which was subsequently debunked, but this could explain why […]
Read More →Given Thailand’s proximity to Laos, the country should be one of the main beneficiaries of the LSX opening up further, and if you’re willing to take a long term viewpoint then the LSX can offer wonderful opportunities, Â I remember EDL providing a 16% dividend at one point 3 years ago. Now back to the index, […]
Read More →A great article on the Economist popped up a few days ago detailing Thailand’s economic growth during the political crises that the country has faced and the demographic issues that Thailand has today, here are the key charts, key points, and a link to the full article Thailand’s volatile politics have not prevented it from […]
Read More →Notable Transactions Buy(s) THB 2.4 bn MTLS, IFEC, NMG, GFM, RS, JAS, M-CHAI, BA, EARTH, STA, EPCO, KSL, AUCT, SAMART Sell(s) THB 2.0 bn CGD, NMG, IFEC, MONO, DNA, BTS, BSM, DNA, ABC, PPM, BTC, BLAND, EE, EPCO, CHO, MACO
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