Commentary on special events in Thailand and the SET Index.
It’s monthly/quarterly paper time from all the major asset managers and Byron Wein of Blackstone should be on anyone’s reading list. In his latest “The Smartest Man in Europe” there are several interesting discussion points ranging from a new industrial revolution to Europe’s political weakness to viewpoints on specific emerging countries, all in all a […]
Read More →Being #2 isn’t the end of the world, being part of the top 10 is still already something; now there are the usual two opposing sides of discussion, one that “Oh this is the beginning of the end for Thailand’s tourism” or “This is just a bump in the continued growth of Thailand’s tourism market.” I’m […]
Read More →I’ve had the pleasure of meeting Mr. Heinecke on two occasions and have been following MINT (its former ticker was RGR when I started working) and I’ve seen how MINT has grown and grown and grown to the point where Central Group mimic’s their business model with Centel, to the point where almost every Thai […]
Read More →Based on local news this is what we gather is the timeline for the new constitution and elections.
Read More →Just finally catching up on news for the past 2 days, when this crosses my screen (for the 2nd time in a few weeks). What’s going on? Thailand’s long term energy goal is to see 20% of total electricity supply coming from renewables, but if power outages are beginning to occur now what can we […]
Read More →These are the latest transactions (Above THB 20mn) for the month of June 2014 Total Buy(s) THB 1 bn Total Sell(s) THB 3.3 bn
Read More →Chu Kai lifts its way to growth in competitive construction industry Chu Kai Plc (CRANE), which entered the Market for Alternative Investment in February 2008, intends to be the leading logistics service operator specialising in and transporting machinery and equipment in Southeast Asia. Chief financial officer Chamnan Ngampojanavong discusses the company’s strategy and outlook. What […]
Read More →First of all – who is THRE and what is their business? THRE is a professional reinsurer which offers reinsurance coverage in all major property and casualty business lines, with particular expertise in property, casualty, engineering, marine and life customers. Its customers are mostly local life and non-life insurers and a selected number of customers […]
Read More →There have been a few corporate deals in the past 2 weeks, True, Property Perfect and WHA come to mind, today we’ll talk about Property Perfect, only because a friend/reader came up with a potentially wonderful gameplan for the company (should they pull it off) and lets go through the steps here. Note: This is […]
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