Research on Thai Markets in general and the SET Index
Thaicom urges govt to weigh impact of extra fees – THE GOVERNMENT should consider the impact on Thaicom if it slaps additional conditions or more regulatory fees on two of the company’s satellites, chief executive officer Paiboon Panuwattanawong said in a statement released yesterday. (The Nation, 22/6/16) Thai airlines spared from EASA blacklist – Thai-registered […]
Read More →George Soros has an op-ed out on the Brexit and as usual its a fun read. Here are some snippets and a link to the rest of the article. This is wishful thinking. It would have at least one very clear and immediate effect that will touch every household: the value of the pound would […]
Read More →This silly catch word will dominate the headlines for the week “Brexit”. I don’t quite care what happens but any volatility is welcome. What else? Well a there’s a lot of central banks meeting this week in the region, so that could be amusing if one of them decides to actually make a move with […]
Read More →Ministry looking at land windfall tax — The Finance Ministry has floated the idea of taxing landlords who benefit from skyrocketing land prices driven by the government’s large infrastructure developments. (Bangkok Post, 13/06/16) Satellite fee structure revamp eyed — The government is considering a revamp of the operating fee structure for the satellite industry in […]
Read More →Ouch, this will hurt the markets today. China was rejected despite a flurry of measures this year to address MSCI’s concerns, including curbs on arbitrary trading halts and looser restrictions on cross-border capital flows. The decision suggests international investors are still uncomfortable putting their money in the $6 trillion market after a botched government campaign […]
Read More →Oil prices are beginning to look wobbly, should that go (no idea, USD seems to be weakening at the same time so there’s a temp disconnect between the two), then don’t be surprised to see the market comfortably drop a couple %, but with the government pushing through the infrastructure projects then perhaps that could […]
Read More →Three electric train auctions set for June — The three are the Orange Line connecting Thailand Cultural Centre with Min Buri, worth 110 billion baht; the Pink Line from Khae Rai to Min Buri, worth 56.6 billion baht; and the Yellow Line from Lat Phrao to Samrong, worth 54.6 billion baht. (Bangkok Post, 3/6/16) New […]
Read More →A few things that caught my eye, 1) The MAI is still doing poorly this year 2) Healthcare is the main sector that has performed well over the last 12 months 3) Agri + Construction have pushed the market strongly this month.
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