Research on Thai Markets in general and the SET Index
NBTC committee called TOT to clarify its contract with DTAC to provide 4G LTE-TDD service on 2300 MHZ, saying there are many issues of concern. TOT will discuss this with the committee on Nov 27 after which it will be sent to the full NBTC’s board to consider on Dec 6. NBTC also ordered DTAC […]
Read More →State enterprise office looking to sell some securities. THE State Enterprise Policy Office (Sepo) is expected to sell in the second half of next year some securities held by the Finance Ministry in 24 entities, Sepo director-general Ekniti Nitithanprapas said. (The Nation, 13/11/17) Tax reduction for domestsic tourism to be proposed to Finance Ministry. This […]
Read More →Brokers are writing that 1680 is the line in the sand for the market, who knows, earnings have come out for most of the large sectors and I’ll share thoughts on them towards the end of the week.
Read More →Shopping for nation to be proposed to cabinet soon. The period will be 2 weeks in December in order to stimulate consumption in yearend with the same condition like that of last year, tax break for Bt15000/person. (Bangkok Biz, 3/11/17) Private sectors postponed EEC investment, waiting for clearer laws. The 10M2017 filing for manufacturing setting […]
Read More →NBTC NBTC NBTC. Also glance your eyes over to the automotive sector which has been one of the best performers over the past 12 months ex commodity names
Read More →BoT: 4% Q3 growth rests on export bump. Economic growth in the third quarter could expand by 4% year-on-year propelled by robust export growth, with year-end festivities expected to shore up further growth prospects in the remaining months, says the Bank of Thailand. End. (Bangkok Post, 1/11/1 7) Purple, Orange lines bidding expected in Q1. THE […]
Read More →With oil prices and other commodity prices coming up, its helped to keep the market buoyed. 3 q earnings are nearly all out, another 10 days left, nothing looks to pretty, but the YoY’s may look better for certain names esp consumer related spending.
Read More →Exports are rocking So despite all the news that the THB is strengthening too quickly exports are continuing to climb for Thailand and the trade surplus continues to enlargen further. Though some clever analysts are pointing out that half of the increase is price inflation. She said exports to the traditional key markets of […]
Read More →Adding money to the low-income card rejected. The government nixed the suggestion to add more money to top up the old one to Bt700-800 per month since it is afraid of being deemed as an association for big players in the commerce industry. (Thairath, 18/10/17) Industry sector confidence increasing to reach 6-month high. F.T.I reports […]
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