Research on Thai Markets in general and the SET Index
Firstly, thanks to KB for sending me this article. I’ve joked with former colleagues that the increased usage of condoms will hurt GDP in the long term (crude joke I know) but there is a definite correlation that between population growth and GDP growth (in half decently run economies). These charts from the UN were […]
Read More →The market has struggled to stay above 1,600, what with oil prices still below 50, telecom’s being hurt from the postponement of 4G and the fact that most companies earnings aren’t really that strong (bank lending was negative for the first time in years). Â Going forward a few more companies still need to release their […]
Read More →Bored at work this morning? Buffet’s latest annual letter is out and here are three comments I found interesting Charlie and I encourage bolt-ons, if they are sensibly-priced. (Most deals offered us aren’t.) They deploy capital in activities that fit with our existing businesses and that will be managed by our corps of expert managers. This means […]
Read More →Source: Dilbert
Read More →Want to listen to the latest thoughts from some 100 CEO’s of listed co’s in Thailand? Then attend the SET opportunity Days which run over the next few weeks, I find its the best time to hear the latest thoughts/business plans and also the questions that retail and institutional investors ask companies. Here’s the link […]
Read More →There’s been enough written on the issue of Greece receiving an additional 4 months that we need not go into it here, needless to say the Thai market barely reacted. Locally earnings are still coming daily, the energy sector thus has been the worst without surprise, most of the retailers or anything related to consumer […]
Read More →The latest article from Forbes covers quite a few points related to the currently military ruling of Thailand and goes into the background (basically Thaksin et al) of how Thailand turned into this situation today. There are several interesting points such as: Equally important is the long-term. The interim constitution, “drafted without public consultation,†noted […]
Read More →Thailand Panel OKs tax cuts for small firms – The Joint Public-Private Consultative Committee yesterday agreed in principle with a proposal to cut corporate income tax for small and medium-sized enterprises (SMEs) for three years in a bid to help them stay afloat. Arkhom Termpittayapaisith, secretary general of the National Economic and Social Development Board, […]
Read More →Key news out this week will be Thailand’s 4Q14 GDP numbers (most likely poor) and the EU is going to meet on Greece (personally I’m hoping that Greece is kicked out – although yes financial markets may be hurt). Thai co’s that will release earnings this week include PTTGC, BANPU, PTT, IVL, AMATA, CPALL, and […]
Read More →The SEC is finally becoming a bit more clever in regards to PP’s, which if you remember has been a recent method for speculators to purchase a serious amount of shares and control the supply in the market. Here are the measures that they will try to implement: One-fourth of the silent period shares would […]
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