Research on Thai Markets in general and the SET Index
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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →Oil Fund scraps 1-baht discount : Fuel prices to rise by 50-60 satang per litre as tensions ease. The Energy Ministry yesterday announced the end of the onebaht discount on eight types of motor fuel, saying US-Iran military tensions were likely to ease and pose little threat to the stability of oil prices. Bangkok Post […]
Read More →I think this summarises the latest Memo from Howard Marks well. “Investing involves hidden information, luck and skill” Enjoy! Source: Oaktree
Read More →Why pay attention to this? They only manage some USD 6 trn in assets…so it wouldn’t hurt to see what they are planning to do with their capital and here’s the two key paragraphs and a link to the 2 of their letters “ Climate change has become a defining factor in companies’ long-term prospects. […]
Read More →