Research on Thai Markets in general and the SET Index
BoT warns of GDP growth below 1%: Odds of technical recession depend on how long coronavirus spreads, says bank official. The Bank of Thailand says the economy is likely to expand by less than 1% in 2020 if the coronavirus outbreak lasts throughout the year, says a central bank senior official. Bangkok Post Great Wall […]
Read More →What a start to the year… Got your shopping list ready? Close your eyes and accumulate over the next few months. You’ll be reading about two things from the economists: 1) Supply Shock – This will come back online faster than people expect and most likely the China + 1 model will become stronger, expect […]
Read More →DISSOLVED : B191m loan ruled illegitimate by court, 10-year political ban for party executives, EC looks to press criminal charges. Movement will go on, leaders say. The disbanded Future Forward Party (FFP) is taking a defiant stance in the wake of the Constitutional Court’s ruling against it, vowing to set up a new movement to […]
Read More →The market woke up this morning with a serious flu with the whole region down 1-2%. It’s not much of a surprise given the supposed 2 weeks period that it takes for the flu to appear in people. I suspect this week will be peak fear. Should the analogy to SARS hold that by the […]
Read More →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 […]
Read More →Anything interesting over the weekend? Sure, the Government did their job and approved a budget (only 3-4 months) The 5G bids happened, hello less dividends for all shareholders. Putting things into perspective this year we have seen: A scuffle in Iran with the US taking out a prized target COVID-19 And the SET is only […]
Read More →Central bank readies rejig of fees : Guidance covers 300 items and services. The Bank of Thailand plans to implement practice guidelines to regulate financial institutions’ fee charge calculation for products and services in the third quarter as part of a push for a fairer fee structure, a senior official says. Bangkok Post Deliveries from […]
Read More →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?
Read More →Great piece of information sent to us this morning from the clever lady that is M.L. @ MBKET.
Read More →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 […]
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