Commentary on special events in Thailand and the SET Index.
The news would have you believe its 100% foreign selling The numbers say otherwise: Source: www.set.or.th One viewpoint may be that retail investors are redeeming their LTF’s and buying back into the market Another may be that retail investors already had a lot of additional firepower to pick up stocks as they’ve been buying throughout most […]
Read More →Spent the new years catching up on some reading and came across this wonderful tidbit, it keeps things in perspective. See the link for the full article. Let’s face it you suck at investing. Your adviser sucks at investing too. If you had picked the best stock to buy every day you could have turned […]
Read More →So the results for the 7 HD digital TV variety-based channels have been released, the way it works is each company bid for a channel, and the top 7 bidders win whilst the bottom 2 are out, so BEC and MCOT are still in the game, WORK misses out (as of writing their stock is […]
Read More →So this came across our desks this morning that the government has proposed a National Reform Council , scroll below for the details. Random thoughts time, now doesn’t this make more sense versus a “People’s council†that Suthep and the protestors support? Remember Suthep says the Peoples Council will have gooooooooooooooooood people incharge of the […]
Read More →The crux of the issue to me is very simply that most people in Bangkok cannot accept the fact that their maid(s), driver(s), taxi driver(s) etc.. have the same status/power as they do when it comes to voting, sounds a bit like feudalism still doesn’t it?
Read More →I think we are all getting a bit tired of the politics here and talking about it. Will the election go ahead now or not seems to be the next question, meh, I don’t know, the best comment I’ve had this week about the protesters is how they resemble the Tea Party in the US […]
Read More →I spent a weekend in Jakarta recently, my first trip back there since ’97, and from what I saw, its a huge economy with massive potential but an incredibly long way to go infrastructure wise. With large investments likely over the next 5-10 years I can see the car market there growing much faster than […]
Read More →Karmarts Plc (KAMART) is a multi-brand, multi-product company focused on the cosmetics distribution business and is listed on the Stock Exchange of Thailand. Its business includes a franchise model to distribute its cosmetic products throughout Thailand. Executive director Wongwiwat Theekhakhirikul discusses the company’s strategy and outlook. Wongwiwat: Aiming for top 5 in Thailand What type […]
Read More →The clever folks at Asia Plus Securities put this out earlier in the week showing what foreign investors have been selling in Thailand during the month of November. And the damage is clear to see, telco’s especially ADVANC are being hurt badly followed by the banks, why? We hypothesize that well both sectors are overvalued, […]
Read More →Not directly related to the market but its interesting to see the latest numbers from Instagram showing that the #1 location in the world was Siam Paragon and that for the most instagrammed cities, Bangkok was #2, you can see below for the whole list. Now if I’m reaching for an investment case…well high number […]
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