Research on Thai Markets in general and the SET Index
Says it all in the numbers and the charts, resources and industrials driving the market and everything else is average at best. The MAI has been dead for the past few years…as has the construction and electronics industry this month
Read More →So what are you waiting for? Link is below, enjoy your Sunday. Source: Berkshire Hathaway Annual Letter
Read More →Voila there you go. Just like I said here Pheu Thai Come back? And here Random Thought: Elections Concerns about a further delay of the general election escalated Thursday after the National Legislative Assembly (NLA) voted to reject all seven candidates chosen to be election commissioners. The process of selecting candidates to be election regulators […]
Read More →Delays from this government no longer surprise me… We can’t say when the fund will be launched as it depends on the court’s decision,†Ekniti said in an interview Thursday, adding he still hopes it will start in time to finance two expressway projects by September. Ekniti has been overseeing the fund’s development. Thailand’s Cabinet approved […]
Read More →Fiscal Policy office expects Thai 4Q17 GDP to grow more than +4.0%. For 2018 GDP, it expects the growth to be +4.2%. The thing to be concerned most is strong THB with +3.35%YTD stronger. Exporters are recommended to watch it closely. (CNBC, 19/2/18) GDP up 4.0% in Q4 of 2017. The economy expanded by 4.0% […]
Read More →I’ve been thinking that oil may drop by some 10% in the coming weeks and so the one main factor that has been holding the market up may disappear. Interesting that every contractor has been weak recently, STEC for financial reasons, ITD for obvious ones…and UNIQ, wouldn’t be surprised to see this sector perform strongly […]
Read More →Bill Gates Annual Letter for 2018, there’s a lot to take in here, and I found something interesting in the responses to each question. Hopefully you will to. Why don’t you give more in the United States? What do you have to show for the billions you’ve spent on U.S. education? Why don’t you give […]
Read More →You probably reading it everywhere now that Bangkok is covered in smog for the past 2 weeks. This visual from Bloomberg demonstrates it best and despite the perception that HK and Beijing have the worst levels of pollution it is startling to see Bangkok exceeding those two locations. Now investment wise news, a few brokers, […]
Read More →1. Thai banks’ loans may rise 6-8 pct this year -c. bank. Thai commercial banks’ loans may increase 6-8 percent this year after rising 4.4 percent in 2017, reflecting the improving economy, a senior central bank official said on Monday. Non-performing loans (NPLs) likely peaked in the final quarter of last year and might fall […]
Read More →I love Visual Capitalist for the information that they churn out on a weekly basis in fantastic graphical formats. The latest one was in regards to freedom and how it is in decline throughout the world. A quick email to a friend led to me adding Thailand, Cambodia, Philippines, Myanmar, Malaysia, Singapore, Vietnam and Laos […]
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