Research on Thai Markets in general and the SET Index
There weren’t any notable transactions to note of in the past week, although the number of company management that are selling their shares have continued to increase in line with the market’s rise. Notable Transactions: Buy(s): N/A Sell(s): N/A Source: SET
Read More →The past week saw the agri sector recover helping the market stay lofty and pushing through 1,300 for the first time in 16 years. Â With all the major central banks in the world having already announced their liquidity measures, I don’t see any major risks on the horizon.
Read More →Notable transactions: Buy(s): BGH – The president still continues to accumulate shares. Sell(s): Sorkon – A family member/director sells off THb 99mn worth of shares. I have a feeling that they are just switching from right pocket to left pocket, won’t be surprised to see more liquidity coming into this stock.
Read More →The first rule of fight club investing is don’t fight with the central banks. Globally central bank policies have certainly transformed markets and placed a floor under all pull backs over the past few years. First the ECB pledge’s to buy up 3 year bonds (unlimited purchasing) of countries that will obey the laws and conditions […]
Read More →Saw this article over at CNBC and it does a nice summary of what we were all waiting for this government to finally confirm and announce. THB 2.2 trillion baht worth of projects and liquidity to flush the system here. While companies will benefit? Well in this order I think. Contractors – Cement co’s – […]
Read More →Thailand’s Export numbers for August were rubbish, according to the the Ministry of Commerce reported that exports dropped -6.9% YoY  to US$ 19.6 bn from -4.4% YoY in July (although they were still up +1.1% MoM) Still something we’ve been writing all year is that because of the austerity measures in Europe coupled (and partly leading […]
Read More →Notable Transactions Buy(s): SAT – Director accumulates shares in the company, no surprise, SAT is one of the main beneficiaries of the automotive growth trend within Thailand as both domestic consumption and exports have done very well this year Sell(s): MINT: O__o, owner sells 1 bil baht worth of shares… TUF: There has been constant selling over […]
Read More →Our queen chartist Ploy is back with her latest thoughts! Finally, I am back from the dynamic markets of commodities and forex. After twists and turns in the market, finally we have got ECB’s OMT and Fed’s QE3!!! Every markets rally in signs of happiness and relieves. The question is: how far will these rallies […]
Read More →What a start to the month! ECB comes back from its holiday saying happy days are back again and the markets rally strongly! Â Â Â Â Â
Read More →Two interesting things happened to the SET this week, first they launched a new trading engine … SET President Charamporn Jotikasthira, said: “Today marked another key milestone in the development of the Thai capital market, as now that we began operating our new trading engine, SET CONNECT, with full efficiency. Source: SET …and following as a result […]
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