Research on Thai Markets in general and the SET Index
This is a fact that several of us here know and love, Small/mid cap’s are, have always been, and will most likely continue to be under-researched, under-covered, it’s just the nature of the business. The clever folks over at Franklin Templeton have just put out a short research paper on it, here are some snippets and […]
Read More →So we are approaching the wonderful month of September where things normally go wrong. There are a litany of potential market negative news that could hit so lets see how everything unfolds. Sector wise, interesting that consumer products index hasn’t quite kept up the runs in services, and that insurance names continue to be weak […]
Read More →Targeted strategies to boost exports being devised — With exports remaining sluggish, the Commerce Ministry is devising targeted strategies to improve the situation next year. (Bangkok Post, 22/8/16) Economic corridor transport projects expected to go to Cabinet soon — DEPUTY Prime Minister Somkid Jatusripitak expects to propose the transport-system projects to serve the planned East […]
Read More →Silly CFOs If you wonder why you don’t read too many negative analyst reports in the market this is typically a reason why Chris Lee can be seen standing over a seated Timothy Lam and ordering him to leave the conference room on Wednesday. Lam initiated coverage on PAX Global’s stock in April with an […]
Read More →Well its about that time of year again, rather incredible that they still haven’t figured out how to stop this…where’s Article 44? However, some papers are saying this is a positive with the reservoirs likely to be refilled.. Source: Thaifloods
Read More →Bloomberg had a nice little piece on the recovery of Thailand and the market the other day, it states a lot of what we already know but still a decent summary nonetheless, here are some key points and the link to the rest of the article Private spending jumped by 3.8 percent in the June […]
Read More →Thai referendum: Military-written constitution approved — A clear majority of Thai referendum voters have backed a draft constitution written by an army-appointed committee. Unofficial tallies show that 61.45% voted in favour. The military threw out the old constitution when it took power in 2014, after months of political instability and sporadic violence. Supporters of the […]
Read More →And so we know what’s happened, the new constitution has passed, so a market rally is of course happening, pre the last 2 elections the market ran some +20%, so lets see how far this one will run.
Read More →Both the big boys came out with papers in the past week, JG gives a rather decent explanation on immigration, brexit and markets in general whilst Bill Gross does touch upon questions that have been on his mind. Snippets are below and a link to both papers. Oh and I haven’t forgotten that today is voting day […]
Read More →Call to reinstate power of FIDF on bailouts — The Fiscal Policy Office (FPO) will propose that Finance Minister Apisak Tantivorawong reinstate the power of the FIDF to bail out failing financial institutions in a bid to avert future financial meltdowns. (Bangkok Post, 1/8/16) Fitch predicts increase in Thai bad loans — Fitch Ratings expects […]
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