Research on Thai Markets in general and the SET Index
The market is almost back to its peak levels of 2013 (and since the 90’s), the only sector that has held it back from surpassing it has been telco’s with advanc and dtac struggling to post the YoY numbers they used to in the past decade. Going forward we have still have continued speculation on […]
Read More →The NCPO has been busy pushing through projects, and here’s a quick list that was passed to me, gotta love that catamaran! The National Broadcasting and Telecommunications Commission digital-TV transition project involving the distribution of THB690 coupons to household. The second phase of development at Suvarnabhumi airport worth THB60.74b, provided that the Airports of Thailand […]
Read More →Thailand UTCC cuts GDP growth to 1.5-2% from 2.2-2.5%. It blames a lack of concrete investments and weak tourism. It said geopolitical conflict will also negatively affect GDP. (Krungtep Thurakij, 31/08/14) Thai exports to Europe hampered by failure to negotiate a new FTA agreement. GSP will likely be scrapped with Thailand losing competitive edge to […]
Read More →The Bangkok Post put together a decent summary of the new government.. So does it matter? Government has a few main roles in my eyes, ensure that the population has access to good education, good medical facilities, safety and the ability to get around. In terms of business? Don’t get in the way, sure limit in terms […]
Read More →I was asked where Thailand’s new SEZ (Special Economic Zones) are and the military has earmarked 5 potential border areas. The meeting has agreed on the 5 potential border areas to be developed as Thailand’s first special economic zones, which were Mae Sot, Aranyaprathet, Trat, Mukdahan and Sadao (Sadao-Padang Besar Customs Checkpoints). Going forward there […]
Read More →This week we have a couple of things to look too, a new government which in turn should lead to decisions on the martial law, energy plan, and whatever else they may think of. The SET has done very well this year, up 20% YTD (still +9,7% over 12 months), should there continue to be […]
Read More →Thailand Gloomy export figures for July may force revised growth target – The Commerce Ministry will likely be forced to slash its export-growth target for this year from 3.5% to 1.9% after July’s shipments continued to slide by 0.8% YoY to US$18.89bn. (The Nation, 28/08/14) Mega-projects ‘to boost growth’ – The junta’s economic czar, Air Chief […]
Read More →An interesting piece in the past week’s Economist regarding Thailand and it’s relationship with China. Â My viewpoint on Thailand’s relationship with China is that no matter what the Economist says China plays a damn important role in Thailand’s future on the economic front, (1) today Chinese tourists are already represent the highest %age of all […]
Read More →The news remains the same, new economic policies coming out of the government with things actually happening! The government is going to be focusing on the following points 1)agricultural prices 2)asset and land tax 3)gasoline price reduction 4)a pay rise for civil servants. Â And then poor (or improving) economic news expected to be released during […]
Read More →Saw this snippet on the BKK post the other day, essentially the IPO market in Thailand has been relatively quiet in the past 12 months because of the political problems, but with things calmed down now we have been such a rush of IPOs planning to hit the market, if you want to see a […]
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