Research on Thai Markets in general and the SET Index
Small caps, mid caps, love them there are always opportunities to be found like a pig hunting for truffles. Â Mobius put a nice little paper sharing his team’s viewpoints on SMIDs in the region, here are some snippets and a link to the rest of the article. Small caps generally have low foreign ownership levels […]
Read More →The market feels like it’s ready to go on a holiday with profits being taken from the rebound last month and the only thing keeping investors awake are locally 1) 4G and mega infrastructures and internationally 2) Will job numbers in the US allow the Fed to increase rates this year.
Read More →Quite an interesting study made by McKinsey on the impact of sharebuybacks on future growth, and they came to the conclusion that (as it should) makes some sense. The types of industries that are making up the US Stock markets have changed over the past few decades. Here are some snippets and a link to the […]
Read More →The stimulus budget of Bt14.6bn (soft loans, village fund, SME loans and home loans) is expected to be spent this year. The Government Housing Bank’s ability to extend home loans depends on its board because the MoF does not have the authority to increase its loan ceiling. The MoF permanent secretary expects GDP growth of […]
Read More →In what was a shortened week the market continued its rather impressive rally for the month with the SET up 5% led mainly by resources and financials. Can it continue? Who knows….will oil prices recover to 60, 70, 80? If so yes, will financials finally show some strong #’s….depends upon the economy, these coming weeks […]
Read More →Not many papers can match his thoughts and insights and whilst this one is the must-read that last month’s was, he does take a step further utilising sports as an analogy for his analysis on investments, here’s the conclusion and a link to the rest of the memo, enjoy! For most participants, success is likely […]
Read More →So despite all the news that Thailand is falling apart, that economic growth is in tatters, that the political environment is rubbish, Thailand’s unemployment rate continues to be incredibly low. Or one could say, Thailand has a huge labour issue which is preventing the old fashioned form of economic growth (i..e. manufacuring) and forces companies […]
Read More →Biggest state bond issue to be launched this month – proceeds to be used for 2016 budget deficit. The Finance Ministry will issue government bonds worth Bt50 billion, the highest ever, with three-year maturity and 3-per-cent interest, to apply to the 2016 fiscal budget deficit of Bt390 billion, while the Government Pension Fund is set […]
Read More →Wow, 2,000 posts! It’s been a fun 4 years (!!), and now just looking back on the database I can see that my very first post was about SMID’s in Thailand on the 1st April 2011 (lovely coincidence) and here it is… Small And Mid Cap Investments In Thailand Every large company used to be […]
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