Commentary on special events in Thailand and the SET Index.
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
Read More →A nice little op-ed on one of the positive aspects of having the military dictate things. Within 72 hours of taking control, soldiers were on the holiday island, bearing promises to save the beaches and berate the administrators accused of contributing to the island’s simultaneous ride and slide towards increased popularity and ruin. Phuket before […]
Read More →Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]
Read More →Source: Dilbert
Read More →‎Several companies (in fact all!) have been releasing their earnings over the past week, one that caught my eye was HomePro (HMPRO) for a few reasons: Same store sales still grew @ 6.5% in 2Q14 and +5.3% for 2H14 They will continue to expand throughout Thailand & Malaysia An upcoming dividend & potential REIT To […]
Read More →It’s always good to have a quick look @ the big mac index just to get a quick overview of where things stands for currencies, by the looks of this Thailand still seems to be undervalued Source: The Economist
Read More →Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]
Read More →With the SET continuing to be a weak, plus the world headlines showing us news such as Argentina defaults on its debt, Hamas vs Isreal, Portuguese banks going bankrupt, Obama being sued etc etc, are these the dog days of August? Quick look over the past 6 years doesn’t indicate anything clear (although chartists may […]
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