Commentary on special events in Thailand and the SET Index.
Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]
Read More →Just came across this article on Bloomberg which explains the importance of the new rail system in Thailand, now we all know there are issues with the plan put together by the government, I’ve even heard that they haven’t put together proper numbers yet for the entire project, but overall I still love the idea. […]
Read More →Now this was an interview that I tremendously enjoyed. It’s very rare to meet K. Thongma, have to say a big thank you to Shareinvestor Thailand for this. Pruksa Real Estate Plc (PS) concentrates on developing townhouses, single-detached houses and condominiums within Greater Bangkok. PS uses its own technology and modern international construction technologies to […]
Read More →Vincent Fernando over @ Religare just put out this paper and I’ll do my best to summarise his key points which are as follows: ASEAN growth this is expected to be 1.2% this year Next year’s earnings imply a rebound to high-growth which seem over-optimistic
Read More →The US government, the bastion of democracy, is still in the midst of a government shutdown, and the debt ceiling deadline is approaching. From what I’ve read the last time the US defaulted on payment was in the early 1800’s, we don’t expect the US government to actually be this silly, but market commentors are […]
Read More →The Board of Investment (BoI) recently announced a 2nd generation eco-car plan and producers can request applications between now and 31 March 2014. So what are the key details? Eco-cars phase 1 Eco-Cars Phase 2 Petrol-fuelled engines 1300 cc 1300 cc Diesel engines 1400 cc 1500 cc Fuel efficiency 5.0 l / 100 km 4.3 […]
Read More →Its just fun to read things like this, when compared to what international musicians/movie stars charge then Thai celebs are far cheaper. And this comment by the owner of Ichitan is hilarious Tan Passakornnatee, founder of Ichitan ready-to-drink green tea, and Ittipat Kulapongvanich, founder of Tao Kae Noi seaweed snacks, believe they can promote their […]
Read More →Finally back in Bangkok after two weeks in Europe, one of which was is in Moscow. A fabulous country, a fabulous city, its a properly developed city with wonderful architecture, a history second to none, a culture that is incredibly unique, a metro that is better, cleaner and safer than what I’ve seen in NYC […]
Read More →Major Cineplex Group Plc (MAJOR) is Thailand’s leading entertainment lifestyle company, with core businesses in cinemas, bowling, skating rinks, retail space, film distribution and media advertising. Chairman Vicha Poolvaraluck discusses the company’s strategy and outlook. Plenty of room for growth, says Mr Vicha. Why is Major defined as a lifestyle company and not a cinema […]
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