Commentary on special events in Thailand and the SET Index.
The military has come out multiple times stating that a coup isn’t on the cards…yet…or may never be. Our viewpoint is that we don’t see it happening unless there is a huge amount of violence. “People are scared of something that hasn’t taken place yet,†Army Chief Prayuth Chan-Ocha told reporters in Bangkok yesterday. “Don’t […]
Read More →These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them? Its good to kick your own butt everyone once in a while  Star (MAI) Business: The Company is a manufacturer and distributor of sanitaryware products […]
Read More →If one of the most consistent performing mutual funds in Thailand is doing this and thinks this way shouldn’t we be paying attention? “I was very busy buying stocks yesterday,†Adithep Vanabriksha, the Bangkok-based chief investment officer for Thailand at Aberdeen Asset Management, which oversees about $324.6 billion worldwide, said by phone today. “I still strongly believe […]
Read More →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 →