5G auction raises B100bn : AWN bags almost half the licence haul. Around 100 billion baht was raised in the 5G multiband licence auction yesterday with leading mobile operator Advanced Info Service (AIS), through its subsidiary Advanced Wireless Network (AWN), grabbing almost half the 49 licences of three spectra put up for auction. Bangkok Post […]

Look for a horrible 1Q20 for almost every sector, and then a recovery (of sorts). What does it mean for the market, well has the market hit peak fear yet?

Great piece of information sent to us this morning from the clever lady that is M.L. @ MBKET.

Up and until the latest flu virus hit I was of the viewpoint that 2020 would see a recovery in YoY economic #’s Tourism figures would continue to improve Banking would still be weak due to the industry’s structural changes The THB/USD would be slightly weaker but not by more than -1% or so Property […]

And Now the market is down for the year, the 12 months etc etc. It’s been quite the start to the year, Iran/US, a flu virus and domestically the budget is delayed (again) because some MPs went on holiday and had their friends vote on their behalf. So the question is now…do you think China […]

World Bank rings alarm on GDP view : Years of subpar growth in store if Thai status quo prevails, lender says. The World Bank has warned that Thailand’s average annual economic growth will be stuck below 3% if there is no significant increase in investment and productivity growth. Bangkok Post Looming giant catches a cold […]

Construction players woke up when the government started to work again. Banking is hurt (look at SCB’s recent write-offs I still think there’s more to be written off) and tourism .. wow .. – 28% over 12 months? Doesn’t quite match up with the tourism numbers. Anything interesting this week? Sure, more finco’s reporting and […]