Research on Thai Markets in general and the SET Index
Thailand Martial law won’t be lifted yet: PM – The National Council for Peace and Order is unlikely to lift martial law in the near future as groups campaigning against the junta have been detected both in Thailand and abroad. (The Nation, 06/09/14) Thailand signs MoU with Japan to promote trade — The Department of […]
Read More →Want to feel like a rock star investor? Get into the small IPO’s. Anyone who was able to get IPO’s this year has been feeling that way, excluding IPO’s where commercial bank’s were the underwriters (here’s looking at you KBANK and SCB). The basic framework for IPO’s performing well on their first day hasn’t changed, if […]
Read More →I’ve often wondered how much of my performance has been related to stock picking abilities, or I am just in a lucky place, in a country that has been growing well for the past decade and in a market that has increased some 300% since I begun working. Now the clever fellows over at Alpha […]
Read More →If you erase the debt record, we all go back to zero. It’ll create total chaos -Fight Club The moment I saw this headline, my mind somehow linked back to a quote from Fight Club. This is definitely one way of boosting credit growth in Thailand, erase all the bad debt records so that financial […]
Read More →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 […]
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