Research on Thai Markets in general and the SET Index
BGC – Singha following the CP playbook. So there is another capital increase occurring in the markets. This time its a consolidation play by Singha’s bottling firm, BGC.  My first thought seeing this headline was… “This is the perfect example of public companies that have access to capital buying up their competitors and taking over their […]
Read More →Prayut lifts state of emergency : Protesters won’t drop lawsuit against PM. Prime Minister Prayut Chan-o-cha yesterday lifted the state of serious emergency and other related orders in Bangkok, one week after they were imposed to tackle anti-government protests. Bangkok Post Job woes add to swelling debt load : Falling income hits repayment ability. A […]
Read More →What happens to the market when/if Prayuth steps down this week?
Read More →Federation of Thai Industries (FTI) wants authorities to step up efforts to amend the controversial charter to find a way out of political turbulence threatening plans to restore the economy. Government Saving Bank will announce non-bank partner to expand consumer credits & car title loan business today, plans to curb interest ceiling at 18%, target […]
Read More →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 […]
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