Research on Thai Markets in general and the SET Index
The worst performing sector this year has been the financials followed by consumer products. Now the question is should, should the economy turnaround next year or in the next few years, and should NPL’s and provisions not be as severe as some may imagine, would they be a decent buy @ the levels?
Read More →Just after I posted last week’s discussion w/ the smartest men in Thailand piece I was sent the last column by Byron Wien’s w/ his discussion with the smartest man in Europe, here’s a snippet below and a link to the rest, as usual its a must read. For the past fifteen years I have […]
Read More →Thailand Credit card spending up in May – According to the Bank of Thailand, credit card spending in May rose by 6.8% YoY to Bt130bn. Cash advances increased 8.8%, reflecting tightening liquidity among credit card holders. (Post Today, 14/7/15) UTCC: Exports to slump 3.8%, Negative factors will drag down shipments – Thailand’s exports are expected […]
Read More →I look at Myanmar with a great deal of curiousity, the question in my mind are IF they are able to start their exchange what impact will that have on Singapore and Thailand’s ability to attract companies doing business there to list on their respective exchanges? Which brokers in the region are active in pursuing […]
Read More →The market rallied slightly at the end of the week but purely on local institutional buying. This week there isn’t much to look forward to, although I am curious to see how financials earnings have been in the 2q.
Read More →As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]
Read More →The growth of the renewable sector Thailand has been remarkable to say the least, here are some key facts: The capacity of renewable energy for electricity generation has been rising substantially and is expected to reach a record high of 9,200 megawatts by year-end, according to the Department of Alternative Energy Development and Efficiency. As […]
Read More →Our Queen Chartist has returned to share her thoughts and outlook on the capitalist experiment in communist china, it’s a fun read enjoy! There is an old saying “A picture is worth a thousand words.†Well, the Big Brother of China has something to say. His Little Brother has something to say, too. I […]
Read More →Thailand Govt putting in place export control rules – New strategic export-control regulations will place additional compliance burdens on some business sectors, but will increase investor confidence and enhance trading relationships with Thailand, Deloitte Thailand has said. (The Nation, 6/7/15) Japan pledges US$6 bn for Mekong – A trilateral pack on development of Dawei was […]
Read More →Is the Land of Smiles going to finally have a legal casino? It looks like it with Las Vegas Sands hosting the media. A couple of weeks after military strongman and Prime Minister Prayut Chan-o-cha shot down the controversial idea, Sands, whose CEO Sheldon Adelson is ranked 18th on the 2015 Forbes billionaires list, last […]
Read More →