Research on Thai Markets in general and the SET Index
Panels to deal with hospital price gripes : The government is setting up panels to receive complaints about unusually expensive treatments, to make private hospitals’ medical treatment fees more accountable. Bangkok Post Carmakers ready to help Thailand become hub for electric vehicles in Asean : Local and international car manufacturers are racing to cash in […]
Read More →And so it is that time of the month where Howard Marks latest memo is going to make the round throughout the investing world. In the latest 13 pager he continues to talk about his viewpoints of where the market and he dissects the arguments of This Time It’s Different which are being applied to […]
Read More →It’s all about Trump and US vs China, and US vs Mexico and US vs you name it. Though I turn my eyes towards the movements in the currencies far more. The USD has been weaker than I expected this month and that’s led to markets across the board (commodities, equities, bonds, etc) performing better […]
Read More →Thai export growth slashed to 1% : Shippers call for war room to be set up amid prolonged trade tensions between US and China . The Thai National Shippers’ Council (TNSC) has slashed its export growth forecast for this year to 1 per cent due to the prolonged US-China trade war, and has urged the […]
Read More →The period between 1Q earnings and 2Q earnings are always the most fun because there is no real corporate announcements and everything is less driven by the recent announcements and purely market demand/supply for each name and the market/industries. So let’s see how the next 3 months perform. Ah yes and there’s still the US […]
Read More →PPRP Coalition ‘Imminent’: Chuan’s selection as house speaker points towards make-up of next govt. Democrat Party list MP Chuan Leekpai was voted House Speaker yesterday, signalling that the Democrats and Bhumjaithai will join the camp led by the Palang Pracharath Party (PPRP) to form a coalition government with deals for cabinet seats already having been […]
Read More →And so, the quick recovery from the beginning of the year has almost full retraced. The sectors (resources and services) are the two holding the market. Earnings for 1Q19 were average..again..and politics is still the same basketcase. I still hold out for 2 scenarios 1) weak coalition government with a ridiculous amount of infighting leading […]
Read More →Draft windfall tax on EEC agenda : Agency to discuss details of levy with Finance Ministry soon. The Eastern Economic Corridor (EEC) Office plans to talk with the Finance Ministry soon about a draft bill on taxing windfall gains to collect capital gains tax from companies, property owners and speculators that are expected to gain […]
Read More →Some will blame Trump, some will blame China, some will blame the government, some will blame the valuations, some will be blame the religious deities. I will just say look at the numbers.
Read More →Foreign applications to BoI record hike in first quarter : The Board of Investment (BoI) reports foreign investment applications for government incentives in the first quarter rose sharply by 253% to a total value of 84.1 billion baht. Bangkok Post Senators seen as PM puppets : Instability ‘inevitable’ in Prayut-led coalition . At least 160 […]
Read More →