Research on Thai Markets in general and the SET Index
Towards the end of last week Mobius came out with a brief commentary on China and these are the two quotes that I feel are most important, the link to the full commentary is below… “It’s important to remember that China’s economy is a planned economy, something that I think has been overlooked by many […]
Read More →What a start to the new year! China decided to stress test its own circuit breaker twice, currencies are continuing on their one way trade of USD strengthening and Thailand’s PM has promised to not be angry at reporters, perhaps trying to achieve 100% popularity…
Read More →Rice exports down in first 11 months — Thai rice exports to the end of November this year were down 9.6% YoY 8.6 mn tonnes and the value down by 10.2% to US$4.1bn, the Thai Rice Exporters Association said. It expects Thailand to export about 1mn tonnes of rice in December, lifting the total for […]
Read More →And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
Read More →And voila, here’s the snapshot for investor movement for 2015, its fairly obvious where the selling pressure has come from in the past month. But interesting to see retail investors finally pick up some shares in the last quarter of ’15.
Read More →Wasn’t that a fun year? See below for the carnage, what I’m finding more interesting at the moment are the dividend plays for March/April this year and names that were bombed out during 4Q15. Fun volatile times ahead and I’ll write more in my random thoughts this Friday.
Read More →4G Madness Boom! There we go, the most expensive 4G license bidding price in the world, Thailand, take a bow, not only does the country have the most number of coups in recent history it can now have another reason to be in the Guinness Book of World Records. A quick recap: During the week the stock […]
Read More →Quiet Motor Expo — A number of 39,125 orders were placed at Motor Expo 2015, 26.2 per cent below the 53,000 target. The number of orders was also 7.4 per cent below the figures recorded last year. The 13-day show which was wrapped up yesterday welcomed 1.5 million visitors. (The Nation, 14/12/2015) Japan invests in […]
Read More →….just as they said, just as it was telegraphed for most of the year, and so what? Currencies haven’t gone crazy, bond markets look ok, even equity mkts are up. Â It has been the biggest non-event which is perfect. So let us go outside and enjoy the “winter” weather that finally has hit BKK today. […]
Read More →Last week was  a shortened one for the SET as there were 2 public holidays but that didn’t stop the still relatively high daily value traded @ ~THB 40 bn, and what happened? Well the market dropped to be down 14.5% for the year which is impressive (so ~-20% in USD terms) and that’s just […]
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