Research on Thai Markets in general and the SET Index
And just look at how quickly even a large cap such as IVL can fall. It’s their margins, the normal cycle in their industry. What has surprised me this is the continued strength in the telco sector. 3Q19 #’s are starting to come out, its going to be bad reading for most firms starting first […]
Read More →Cabinet earmarks over Bt24 bn in subsidies for rubber farmers : Cabinet on Tuesday (October 15) approved a Bt24.278-billion budget for the first phase of income-guarantee subsidy for rubber farmers. The scheme aims to ensure 1.4 million rubber farmers have a stable income for six months, starting from this month until March next year. The […]
Read More →Panel votes for chemical ban : Pressure mounts on govt to follow suit . A four-party committee has voted for a ban on the use of three toxic farming chemicals, heaping pressure on the National Hazardous Substances Committee (NHSC), which has resisted an outright ban, to follow suit. Bangkok Post New stops set for Dec […]
Read More →NBTC amends TV ratings rule : The broadcasting regulator has amended its rule governing the process of seeking a body to run TV viewership ratings after it was blamed for favouring a particular organisation. Bangkok Post State maintains B1,000 handout quota at 10m : The government will not allow registration for the 1,000-baht cash giveaway […]
Read More →So September is over. The usual two difficult months of the year have passed, so what going forward? Thailand specifically, I suspect will begin to post better than expected tourism numbers during the 4Q19 – have a look at the google trends for searches on tourism sites in Thailand. I suspect export numbers will look […]
Read More →Govt speeding up megaprojects : Transport Ministry plans worth B1.94trn . The government is expediting the Transport Ministry’s mega-investment projects worth almost 2 trillion baht to stimulate financial flows and deal with anticipated volatility in the global economy next year. Bangkok Post Shipments down 4% in August on weak demand : Strong baht and glut […]
Read More →The month of September has proven to be another rubbish month for the markets. Its interesting to see how well the tech sector specifically ADVANC has performed this year despite the fact there is effectively zero growth left in their main business.
Read More →I’ve been traveling throughout the region the below is just compilation of observations and thoughts I’ve had from sitting in a coffee shop, talking to people, and randomly staring at the sky. Naturally do not expect anything but poorly discombobulated rambling. China -> SE Asia. With China wanting to be less of an export manufacturing […]
Read More →MPs urge charter change : Govt, opposition file motions for debate. A group of Palang Pracharath Party (PPRP) MPs yesterday tabled an urgent motion to the House of Representatives to push for amendments to the constitution. Bangkok Post India mulls import tax in RCEP talks : India plans to propose the imposition of “safeguard tax” […]
Read More →I find it rather fascinating that there hasn’t been more talk about the new Sustainable Equity Fund (SEF) which is supposed to be approved the government and then replace the Long Term Equity Fund (LTF) and be enacted next year. So, here’s a quick Q&A about it. What is the LTF? The LTF is an […]
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