Commentary on special events in Thailand and the SET Index.
Saw this snippet on the BKK post the other day, essentially the IPO market in Thailand has been relatively quiet in the past 12 months because of the political problems, but with things calmed down now we have been such a rush of IPOs planning to hit the market, if you want to see a […]
Read More →With the official confirmation of Prayuth finally done there’s a speculated list (most likely a very accurate one) done by the Thai media, here’s a list of the names I can’t really comment much on the list but there is only thing I want this government to do, stamp out corruption, yes I know it sounds […]
Read More →With the changes to the Power Development Plan (PDP) for Thailand, alternative energy projects are becoming more prevalent with an increase in weighting from 19% to 25%, and this explains why names such as SPCG, DEMCO, EA, UAC et al have been performing very well, see below for a quick summary.
Read More →Andddddddddddddddd, no surprise. He got unanimous 191 votes by the National Legislative assembly. The NLA president and two vice presidents abstained. The result was officially announced at 10:53 am. He was elected in a roll-call vote. NLA Tuang Nanthachai nominated Prayuth and the nomination, which was made at 10:23 am, was endorsed by 188 NLA […]
Read More →Our resident Queen Chartist is back with her latest thoughts on the USD/THB/Euro and impact on markets, its a long read so get a cup of coffee and enjoy 🙂 A quick snapshot before the highly-anticipated Jackson Hole symposium. The economic conference at Jackson Hole, Wyoming, had never been center of market’s interests until in […]
Read More →Now that all of the companies have released their earnings (if not they’ll be suspended from trading) here’s a quick breakdown on an industry basis as to how each industry has performed.
Read More →Over at the Financial Times, Citigroup’s Global Market Strategy latest viewpoint on the markets were released, they are now thinking that we are approaching a “bubble” phase of the markets, its an interesting read and just something to keep in mind. Phase 1: Credit Up, Equities Down The cycle begins as the credit bear market […]
Read More →KCE embarks upon expansion to enhance global stature SET-listed KCE Electronics Plc makes printed circuit boards (PCBs) for the global automotive industry. President and chief executive Pitharn Ongkosit discusses the company’s strategy and outlook. Mr Pitharn expects KCE Electronics will be a US$1-billion company in six years. Please explain KCE’s business model. KCE is among […]
Read More →Not many changes this time around for the MSCI Indices related to Thai stocks MSCI Global Standard Indexes Thailand – No changes MSCI Global Small Cap Indices Thailand Deletions – GJS, GSTEL Source: MSCI
Read More →With its latest acquisition into TH and AQUA, following on from its acquisition of a stake in MACO, VGI looks like it now has a strong grasp on the OOH advertising market Sources: Company Announcements
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