Commentary on special events in Thailand and the SET Index.
A few minor changes to the site in the past week, one we’ve added in a stock news rss feed that shows key news releases of publicly listed companies here in Thailand Secondly, given that the number of unique visits to this site has increased tremendously over the past 12 months (thank you all!), we’ve […]
Read More →Yesterday the cabinet came out with a new tax structure for individuals stating that personal income taxes will be lowered across all brackets. So what? 1. Government tax revenues continue to decrease – worrying although Thailand albeit still has low debt-GDP levels 2. Great for us individuals! But I still don’t understand why a flat […]
Read More →In the paper yesterday there was more light shone upon the upcoming potential infrastructure funds in Thailand and they have listed a huge amount of businesses that take advantage of it… The SEC will allow two new types of businesses to raise funds through infrastructure funds: natural gas transport and oil pipelines, and information technology […]
Read More →Just out last night, see below for a quick summary MSCI Global Standard Indices # of Thai Additions: 4 Companies: Airports of Thailand (AOT) Bangkok Dusit Medical Services (BGH) Central Pattana (CPN) Siam Makro (MAKRO) MSCI Global Small Cap Indices # of thai co’s in/out: 9/(5) Companies: +Bangkok Aviation Fuel Services (BAFS) +Golden land (GOLD) […]
Read More →You always learn something by reading his thoughts…here he covers the US election,  resource prices, thoughts on the market and the shift in demographics globally and the impact it has on his thoughts of investing @ the moment. Enjoy! How do you see the global economy today? I’ve been obsessing about the shift in resource […]
Read More →We’ve touched on this topic here before, now despite what I hear from a lot of of the public saying that increasing minimum wage is a bad thing, I completely digress. Yes I understand some business margins will drop, yes I understand some companies will make less money, yes i understand that there will be […]
Read More →Normally one would only read about negative news regarding Thailand on CNN, how far things have come, with AIS being ranked amongst the top five stocks in Asia. Advanced Info Services: AIS is the largest telecom company in Thailand. Singapore Telecom, the region’s largest carrier, has a 23% stake in AIS. But I like AIS […]
Read More →Aeon Thana Sinsap (Thailand) Plc (AEONTS) was incorporated on Sept 18, 1992 by Aeon Credit Service Co Ltd in Japan. The company currently has paid up capital of 250 million baht. Managing director Yasuhiko Kondo and senior vice-president Supannee Asawasuwan discuss the company’s strategy and outlook. Yasuhiko: Fees to be main income What is the […]
Read More →Thailand’s inflation had quite a jump in September on the back of increases in electricity fee’s for households, increased tabacco & alcohol taxes, and oddly vegetable and fruits had the highest jump amongst all segments within the CPI. So what? Well the rumours of the BOT cutting interest rates later this year may finally dissipate thus […]
Read More →Â I can’t say that I’m a proper chartist, but I did start out in this industry as a quant/technical analyst crunching numbers and staring at squiggly lines. And while I can’t say I use it often today I still like to stare at squiggly lines. So I came across this interview with Ralph Acampora, who […]
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