Research on Thai Markets in general and the SET Index
The market continues to get weaker and weaker towards the end of the year, why? Well earnings have been rubbish and there’s a fear that the major telco’s won’t be able to maintain their high dividend payouts, it is interesting to see that the service sector has held itself up this past year.
Read More →Deal to sell rice, rubber to China — Thailand and China today signed a memorandum of understanding on agricultural products, which involves the sale of rice and rubber to Chinese companies. The MoU for agricultural crops was signed on the same day that the Transport Ministry and China signed an MoU to confirm their commitment […]
Read More →So this is the article that for some reason was not published in the NY Times that is distributed in Thailand.  I do not think there’s anything overly harmful in the piece hence why I don’t have an issue posting it here, see below for some snippets and my waffling… By no means is Thailand lifeless. […]
Read More →-9% in local currency terms for the year, why? Well everything appears to have been sold off in the past month especially telco’s as a result of the higher 4G prices which has knocked some 20% off advanc’s share price, true and dtac weren’t spared either, and interestingly the only bright spot thus far this […]
Read More →Bt2.1-trillion motorway plans likely to have multiplier effect on economy — THE Department of Highways yesterday revealed its new Bt2.1-trillion 20-year plan to develop the motorway network, expecting these investments to have a multiplier effect by more than two times worth Bt5.7 trillion for the economy. (Bangkok Post, 24/11/15) Farm unemployment bucks generally positive trend […]
Read More →Effective at the end of this month (30 November), Thailand’s MSCI weighting will be cut from 2.23% to 2.16%, so don’t be surprised to see the major names (energy, banks and telcos) have selling this week and next
Read More →A succinct article by my friend who is analysing the changes and developments of Myanmar’s political system. Enjoy the few snippets below and a link to the rest of the article. With an estimated 80% voter turnout, most electoral observers declared the voting process to be largely smooth and peaceful. Despite structural disadvantages and credible reports […]
Read More →With 3Q15 earnings out and generally disappointing all around as per most people’s expectations the market seems to have taken this into full stride and rebounding slightly during the past week, why? Well GDP numbers are looking slightly better, the government has pushed through some of the infrastructure projects and seem rather hell-bent on definitely […]
Read More →In a nutshell, Â a rubbish quarter all around, but we’ve gone ahead and highlighted the sectors that actually had growth QoQ, YoQ and 9M, anyone else thinking that perhaps some automotives may be worth a look?
Read More →BDI continues to plummet This only interests me because I’ve been waiting and waiting for the right time to purchase PSL shares, but other than a brief few month spell 2 years ago they haven’t deserved a position within the portfolio, not b/c they are rubbish operators but more because the industry just looks crap […]
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