Research on Thai Markets in general and the SET Index
Well I was smacked in the face with the market reaction to these protests. I may write about the protests later…but its a non-violent movement, an excuse for the weak hands to dump the shares that that they don’t have confidence in. (or at least that is what I am telling myself) It’ll be interesting […]
Read More →First STV arrivals due next week : Two groups of Chinese tourists with Special Tourist Visas (STV) will arrive in Thailand on Oct 20 and 26, Tourism and Sports Minister Phiphat Ratchakitprakarn has confirmed. Bangkok Post FTI urges caution in carrying out new emergency decree : The use of an emergency decree is aimed at […]
Read More →I think the ST bottom is in for the market. Why? I still think commodities are ripe to take off for the next 3-5 years. I think the death of the banking/property sector has been priced in. I think that telco’s are going to stop fighting one another. When the above 3 sectors move the […]
Read More →PM denies Arkhom buzz : Pick for finance minister goes to HM. Prime Minister Prayut Chan-o-cha yesterday dismissed speculation that former transport minister Arkhom Termpittayapaisith would be made the new finance minister. Bangkok Post Arkhom secures finance post : His Majesty the King has endorsed the appointment of Arkhom Termpittayapaisith as the new finance minister, […]
Read More →I’ve been travelling effectively every weekend either by car or plane since the airport opened up and its very obvious to see the economic destruction throughout all destinations excl perhaps Hua Hin and Khao Yai. Whilst I’ve thought that banks may be interesting at some point in the 3-6 months once provisions and write-offs are […]
Read More →FPO: Indications of GDP shrink diminishing in Q3 : Recovery momentum spotted in key areas. Economic recovery momentum during July and August suggests the economy could contract less in the third quarter than the previous period, says the Fiscal Policy Office (FPO). Bangkok Post EVAT aims for EV outlet ubiquity : The Electrical Vehicle Association […]
Read More →Market’s been on a sideways downtrend since the peak in mid-June…and what can change this? 3Q #’s are unlikely to be inspiring, given that this economy is driven by tourism and exports where the first one is reliant about domestic travelers which is perhaps ~20-30% of total spending compared to international travelers to the country […]
Read More →SET returning to normal short selling rules on October 1 : The Stock Exchange of Thailand (SET) announced yesterday it will resume normal rules for short selling prices with a zero plus tick and +/- 30% ceiling and floor limit, effective Oct 1 after market volatility has returned to normal for over a month. Bangkok […]
Read More →I love data, just look at this to know what has been doing well. Interesting re ceramic’s doing well and sugar being killed.
Read More →If case you’ve been living on a deserted island without access to internet, you’d know that over the weekend there were “protests” against the government/army/monarchy. Impact on the market? N/a. But the kids are supposed to be back on the streets on the 24 September which is during the period 23-24 Sept where the Government […]
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