Research on Thai Markets in general and the SET Index
China places first order for Thai rice under last Dec’s G2G deal. CHINA has agreed to place the first purchase order for 100,000 tonnes of Thai rice under a government-to-government (G2G) contract for a total of one million tonnes, which was signed last December. (The Nation, 12/10/16) All satellite assets to move to infra fund. […]
Read More →The King of Thailand passed away yesterday. A few things I noted: PM Prayuth stated that there will be 1 year of mourning, that the Crown Prince shall be the next King, 30 days no entertainment (but to your best judgement) Walking around Central world in the evening after a dinner, you’d see quite a […]
Read More →Well, despite the news stating its about the US interest rates and the Fed, the recent action this week has thus far been about the King’s Health as per the latest announcements from the Royal Palace. All I can say is, wear pink?
Read More →China official services PMI rises to 53.7 for September. Activity in China’s services industry expanded in September at a slightly faster pace than the previous month, an official survey showed on Saturday. The official non-manufacturing Purchasing Managers’ Index (PMI) stood at 53.7 in September, compared to the previous month’s reading of 53.5. The 50-point mark […]
Read More →There has been a sudden drop in the average daily value (-50%) traded in the past week which has quite a few of us flummoxed….apparently it has something to do with the latest announcement from the SEC regarding brokers ability to report on company news and viewpoints.
Read More →Thai 2016 GDP Growth Still Seen at 3.3 Percent: Finance Ministry. Thailand’s economy is still expected to grow 3.3 percent this year, with July-September’s annual pace seen at 3.5 percent thanks to government spending, a senior finance ministry official said on Thursday (29/09). Despite the drag from falling exports, growth will be supported by high […]
Read More →The wonderful month that is September is nearly over, hasn’t it been a fun ride? This week there isn’t much news left, today we are expecting some trade data – likely to be weak, but otherwise the central banks are done for the next 2-3 months and it should be a relatively quiet week news […]
Read More →Thailand Future Fund to be IPO-filed this year end. The financial advisors are selecting projects to be included in the funds. The 3 possible projects are Motorway #7, Motorway #9 and Rama III-Dao Kanong-Bangkok outer ring road. (Bangkok Biz, 16/9/16) Fresh stimulus on the way. The government is poised to launch a fresh round of […]
Read More →Well its mid-way through my favourite month of the year and the SET is down some -4.5%, why? Well we know why but can’t type it in public, though from what I’ve been told everything has been pre-arranged internally. You take from that what you will. The Fed is supposedly meeting soon and that should […]
Read More →Notable Transactions Buy(s) THB 167 mn BTW – A switch between shareholders EARTH – Oh he’s back to buying shares again. One of the strangest coal companies around.. Sell(s) THB 435 mn ORI -Â This was the block sale to Templeton PT – Interesting that after he sold the block of shares the share price […]
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