Commentary on special events in Thailand and the SET Index.
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 […]
Read More →Found this online, great read! Bernanke does do a great job in explaining his thoughts & methodology for the QE’s that he has undertaken in the past, and what he wants to see in terms of economic performance. Chairman Ben S. Bernanke At the Economic Club of Indiana, Indianapolis, Indiana October 1, 2012  Good afternoon. I […]
Read More →This isn’t much a surprise for us to hear, a public company here in Thailand has to deal with an extremely strict (albeit archaic) SEC and I’ve heard on on the odd occassion from CEO’s “The SEC wants us to disclose everything, our competitors will know too much about us!” But this is great for […]
Read More →I had the pleasure of meeting Stars Microelectronics in 2009 when the company was making its margins building screen after screen for RIM (blackberry) and its revenues manufacturing hard drives for Western Digital. The owner had a very good story regarding how the company came to be and within the past year has been unfortunately […]
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