ThaiCapitalist research
Global rallying continuing, ECB’s promise to provide essentially unlimited amount of funding to European banks has the bears running scared and the bulls out in full force. Quite interesting to see the weaker dollar reaction to all this.
Read More →A new weekly post that we’ll start putting up here. We track daily the trades of management from public companies here in Thailand. Despite what people say, if we see management selling shares its a red flag, I don’t care if they publicly say its for personal reasons, 99/100 times it means that they think […]
Read More →I touched on the fact that the government was trying to transfer the FIDF (Thailand’s loans from the ’97 asian financial crisis) from the government’s balance sheet to the Bank of Thailand’s balance sheet. And now there is a recent development, according to local news today the BOT Governor is exploring ways to make up […]
Read More →Originally published in the Bangkok Post 6th Jan 2012 Gunkul Engineering Plc was established on Aug 5, 1982 by Gunkul Dhumrongpiyawut as an importer and provider of electrical equipment in order to support the fast-growing Thai economy. It was listed on the Stock Exchange of Thailand on Aug 10, 2009, aiming to raise funds for […]
Read More →Well now, should we really be surprised that DTAC isn’t part of this latest roaming agreement with TOT plc? With the pressure that DTAC is unnecessarily placed under being called a “foreign company” which we all know it is as are several other multinationals corporations operating in Thailand. DTAC has already essentially wiped out their […]
Read More →Thought this would be interesting for some readers here. Thailand’s equities are very open for individual foreign investors because they are treated the same as individual thai investors in terms of taxes with zero percent capital gains tax and 10% tax on dividends. Thai taxes applicable to investors in listed companies are as outlined below:
Read More →Comments: AIS and Intuch have been keeping the market because of Intuch’s plan to sell part of its stake in AIS to Singtel, and then probably pay a massive dividend to itself (Temasek), talk about going from left pocket to right pocket. The other sectors haven’t moved much in the past week still too many […]
Read More →Latest thoughts from our resident queen chartist Ploy. She still thinks that the markets are at crossroads and that we should keep a watchful eye at the THB/USD and resistance points for the SET, DAX and DJIA. The SET enters the 10th-15th November cycle resistance with a deep plunge at opening on the 10th November. […]
Read More →Published in the Bangkok Post Business Section 11th November 2011 Jay Mart Plc was established on Dec 27, 1988 with registered capital of 2 million baht, initially selling electrical appliances on installment payments. It later entered the wholesale market for TV sets, VCRs and air-conditioners. Today Jay Mart is best known for its retail and […]
Read More →A little exercise we like to perform is to see how the market has performed historically and to note if there are any trends. Especially given the fact that since the bottom in October when the market was 850, the rally was primarily driven by foreign investors and we wanted to see if there was […]
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