ThaiCapitalist research
Two interesting things happened to the SET this week, first they launched a new trading engine … SET President Charamporn Jotikasthira, said: “Today marked another key milestone in the development of the Thai capital market, as now that we began operating our new trading engine, SET CONNECT, with full efficiency. Source: SET …and following as a result […]
Read More →As I’m finishing to write the August client letter I’ve noted that there really are only 4 key events to look for and depending upon which way the outcome is could in the Short term either very positively affect the markets or very negatively. Will European politicians agree to hold hands and deal with the crises there […]
Read More →Established in May 1976 and listed on the Stock Exchange of Thailand since 1995, Nawarat Patanakarn Plc (NWR) is one of Thailand’s largest construction and engineering companies, with registered capital of 2.21 billion baht (1.55 billion paid up). With more than 30 years of experience in Thailand and other countries, NWR has a wide range […]
Read More →I commented earlier this week that I have an unnatural fear for the month of September as because its the month which I always travel overseas and there has always been a negative event in September since 2007 that rocks the markets badly. Given that the SET has just fallen some 2% over the past […]
Read More →I’ve been following this company for the past few years waiting for Tata Group to somehow improve its operational efficiency and yet it hasn’t been a success because of its horibble investment in a mini blast furnance that has dragged on its earnings for the past 3 years. Should the company simply be able to […]
Read More →Paper & Printing Materials! Eh?! But its true Paper & Printing Materials grew 213% YoY and 84% QoQ, only two companies are TCP and UTP are listed within the sector and off the top of my head I have no idea how this came to be. The worst performing sectors were anything commodity related (Energy, […]
Read More →Master Ad Plc (MACO) was established in 1988 with registered capital of 600,000 baht by Noppadon Tansalarak, who still serves as CEO today. The company began by providing advertising services through stationary billboards and has since expanded into many other forms of out-of-home (OOH) media and entertainment services. Mr Noppadon discusses the company’s strategy and […]
Read More →We’ve liked the change in management in KTC at the end of last year from a CEO who enjoyed using company funds and marketing girls for his own amusement to K. Rathian, who is well-known for being strict with spending and strong on ethics within the industry. To us the investment thesis is fairly straightfwd: […]
Read More →Founded in December 1988, Jay Mart Plc (JMART) began as a seller of electrical appliances with installment financing. It later expanded into wholesaling televisions, VCRs and air-conditioners. Today its flagship business is retailing and wholesaling mobile phones and accessories under all major brands. Its subsidiaries include JMT, a debt-collection business, and IT Junction, which sublets […]
Read More →First off there’s a massive difference between what is a good company and a good stock to invest in, and here I’ll just simply use BIGC as an example. Its an exceptionally well-run company, operating in a growing industry, and with strong financials. Over the past few months its been trading over Bt. 200/share at […]
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