Cartoon: Beating earnings estimates
Source: Dilbert
Read More →Category: Special Events
Commentary on special events in Thailand and the SET Index.
Stock picking masters
I’ve often wondered how much of my performance has been related to stock picking abilities, or I am just in a lucky place, in a country that has been growing well for the past decade and in a market that has increased some 300% since I begun working. Now the clever fellows over at Alpha […]
Read More →Debt records to be deleted in 2 weeks
If you erase the debt record, we all go back to zero. It’ll create total chaos -Fight Club The moment I saw this headline, my mind somehow linked back to a quote from Fight Club. This is definitely one way of boosting credit growth in Thailand, erase all the bad debt records so that financial […]
Read More →BEC and NBTC fighting it out
There’s been a lot of brouhaha in the news between the National Broadcasting and Telecommunications Commission (NBTC) and BEC, the owner and operator of CH3. Now yesterday the NBTC announced that satellite and cable TV operators must not broadcast BEC’s analog TV channel as it is no longer a free-TV channel in Thailand and that this ban […]
Read More →List of projects to go ahead
The NCPO has been busy pushing through projects, and here’s a quick list that was passed to me, gotta love that catamaran! The National Broadcasting and Telecommunications Commission digital-TV transition project involving the distribution of THB690 coupons to household. The second phase of development at Suvarnabhumi airport worth THB60.74b, provided that the Airports of Thailand […]
Read More →SET: Tread lightly with small-cap stocks
The stock market has been in buoyant mood with small IPO’s going through the roof on their first trading day and it’s getting to the point where the SET/SEC is now “trying” to warn investors about the small caps that are somehow going up 30%+ multiple days in a row and then crashing the following […]
Read More →The power brokers – New Government
The Bangkok Post put together a decent summary of the new government.. So does it matter? Government has a few main roles in my eyes, ensure that the population has access to good education, good medical facilities, safety and the ability to get around. In terms of business? Don’t get in the way, sure limit in terms […]
Read More →Thailand’s new SEZ areas
I was asked where Thailand’s new SEZ (Special Economic Zones) are and the military has earmarked 5 potential border areas. The meeting has agreed on the 5 potential border areas to be developed as Thailand’s first special economic zones, which were Mae Sot, Aranyaprathet, Trat, Mukdahan and Sadao (Sadao-Padang Besar Customs Checkpoints). Going forward there […]
Read More →Laotian bourse eyes flood of listings
Since its debut in 2011, three companies — EDL Generation, Banque Pour Le Commerce Exterieur Lao and Lao World — have listed on the LSX.   Mr Dethphouvang projects the number of listed companies to increase from five in 2015 to 26 by 2020. Most of the potential firms are power-generating companies. Laos currently has […]
Read More →Co Visit: MK Restaurants Plc (M)
MK Restaurant Group Plc is a multibrand restaurant group with branches throughout Thailand and elsewhere in Asia. It listed on the Stock Exchange of Thailand in August 2013 and trades under the symbol M. Chief executive Rit Thirakomen discusses the company’s strategy and outlook. Rit Thirakomen says MK Restaurant will continue to expand at home […]
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