Commentary on special events in Thailand and the SET Index.
I’ve decided to make a concerted effort to build the forum section of this site now, less with the posts, and my aim is to add 1-2 interesting companies every month for discussion (latest one is Prakit Holdings Plc, P-FCB), I’m looking forward to seeing all you readers contribute as well. Go here to get started: http://www.thaicapitalist.com/forums/
Read More →So as you all know she’s out…and what has really changed? Oh yes there are 9 other cabinet members that are out too so there are still 25 cabinet members remaining who have just appointed deputy PM & commerce minister Niwattumrong Boonsonpaisarn to become the acting PM. Guess what? He’s an ex-executive of Shin Corp, […]
Read More →Right before going to sleep I receive a phone a call that part of Siam Commercial Bank was hit with grenades (see below) and other parts of Bangkok are experiencing bombings too…oh amazing thailand….
Read More →From the Bangkok Post: The sub-committee is empowered and authorised to consider and approve large-scale investment projects worth from 200 million baht to 750 million. It is also tasked with screening and proposing projects with values in excess of 750 million baht for the main board’s consideration and approval. So with the BOI reporting 291 […]
Read More →Jeremy Grantham’s latest quarterly letter is out and this time he’s going through the statistical possibilities of how much further equity markets have to run, as always its a must-read. Enjoy! The bull market may come to an end any time, indeed as I write it may already have happened. It could be derailed by […]
Read More →So the facts: Excl. banks down -7% (ex PICNI its -23%) Brokers are suffering – no surprise 1H13 was a rockstar period Telco’s and electronic exporters look ok still Insurance co’s are minting $, will the rest of the sector follow SCSMG? Domestic consumption look so-so, HMPROÂ is ok, but BIGC is urgh
Read More →If you want to have an incredibly good laugh, watch this done by VICE on Thailand.
Read More →So the political parties have come together and agreed with the Election Commission to finally re-hold elections on the 20th July! The Election Commission (EC) and the caretaker government on Tuesday settled on a new election date of July 20 after caretaker Prime Minister Yingluck Shinawatra and her team promised to follow conditions. Mind you […]
Read More →As the political merrygoround (with Abhisit now coming out and stating that there have to be reforms to ensure that losers in an election can still block a winning party) continues there are several potential key dates that are coming up, let’s go through them all. Friday 2 May – The Thawil case – Yingluck […]
Read More →Sales of Wacoal, a popular lingerie brand among Thais, dropped by 12% to 1 billion baht in the first four months this year, the biggest drop in its 44 years here, because of lower demand attributed to the prolonged political conflicts. Source: Bangkok Post Well there you ago, car’s aren’t selling, properties aren’t being sold, […]
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