Research on Thai Markets in general and the SET Index
E-commerce in Thailand grew to Bt3.2 trillion last year: ETDA : Thai e-Commerce grew the most in the Asean region last year, due to changes in consumer behaviour, and its value is expected to hit Bt3.2 trillion, the Electronic Transactions Development Agency (ETDA) said on Saturday. Government petitioned for safeguard extension : Seven steel-related associations […]
Read More →And look at all these beautiful green days. Focus on divy’s until April and then lets see how the market unfolds post elections. It’s going to be a quiet week, CNY is ongoing throughout the region and Thailand’s equity market is the only one not closing during any working day.
Read More →In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]
Read More →Cross-border trade misses target, up 6%. Thailand fetched 1.4 trillion baht in 2018 from all crossborder trade, including transit trade, up 6% from the year before, but the figure fell short of the target. The figure fell short of the 1.5-trillion-baht target set by the Commerce Ministry. (Bangkok Post, 26/01/19) EEC gets 400,000 rai for […]
Read More →Agriculture and resources are on a tear atm, and its well known that CPF is trading at its holding value in CPALL (for years). I do wonder when we’ll see the construction sector pick up…
Read More →BOT tipped to hold rate at 1.75% throughout year amid low inflation. The Bank of Thailand (BOT) will hold the policy interest rate at 1.75 per cent throughout 2019, Tada Phutthitada, president of the Thai Bond Market Association (ThaiBMA), predicted last week. Short-term government bond yield is also expected to be stable in tandem with […]
Read More →And so banks have started to release earnings with BBL looking like the safest one of the lot, perhaps being a stodgy old banker made more sense as opposed to what SCB et al were trying to accomplish. More numbers are coming out during the week…I can’t help but wonder why JMT and CHAYO (debt […]
Read More →Price controls ‘will hit healthcare’. The Private Hospital Association is calling for the state to bring all public hospitals under the jurisdiction of the Medical Facilities Act of 1988 in response to the government’s proposed price controls on medical services. The move would put all hospitals under the same regulatory framework, requiring each to provide […]
Read More →Bt450bn budget deficit repeats. The state budget for fiscal 2020 is set at Bt3.2trn, up Bt200bn from fiscal 2019 ending Sep 20, 2019, with a budget deficit of Bt450bn equal to that of the previous fiscal year. (Bangkok Post, 05/01/19) Ministry set for first SEOM meeting here. The Ministry of Commerce will host the first […]
Read More →The second week of the year has started with a positive note with the US and China looking to get together to have a conversation on how each countries needs’, desires, wants be satisfied. It is sure to be an interesting and amusing time period – in other words volatile – we’ll likely see strong […]
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