Research on Thai Markets in general and the SET Index
In my relatively short investment career in Thailand, I’ve seen the country experience the bird flu pandemic, tsunami in phuket, military coups, capital controls, riots, global financial crisis, swine flu, more riots, airport shut down, and yet this wonderfully silly country just somehow seems to always recover both in terms of economic performance and stock […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. She was spot on last week with the change in sentiment and still forecasts a recovery until mid-November. I wrote this comment after having arranged piles of sandbags around my house, located only 200 metres away from the Chao Phraya River. We really should have Futures contracts […]
Read More →Given that much of the news over the past four weeks has been either about the Euro Debt Crisis or the Flooding in Thailand not many market commentators nor analysts have spoken much about how the new government’s policies are going to impact the market here. Within the past two weeks the government has ratified […]
Read More →Commentary: Year to date the Technology sector is still the best performer due to the Telco’s remaining buoyant on the back to potential 3G licensing to come through. Industrials are obviously the worst performers because of the flood crisis in Thailand. But we feel that there are good undervalued companies in this sector now because […]
Read More →I love investing in small & mid cap stocks (SMC’s) in Thailand. I was first exposed to researching them back in 2006 when the fund I was with realised that none of us were very good traders of large caps, and that we were far better researchers of companies and industries. Since then I’ve never […]
Read More →Tracking foreign investors in Thailand is a necessity as they do have a substantial impact on the SET. We do this daily/monthly/quarterly by monitoring the change in NVDR holdings in Thai equities. fyi: NVDR holdings, Non-Voting Depository Rights, are a vehicle in Thailand for non-thai investors to buy shares in Thai Equities. It is tracked […]
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