Research on Thai Markets in general and the SET Index
FTSE Rebal on Dec 19th=> FTSE SET Large Cap:Addition: THAIDeletion: AWC => FTSE SET Mid-Cap:Addition: AWC, SCC.Deletion: PTL, PSL, PSH, SNNP, STECON, TQM => FTSE SET Sharish IndexAddition: BLC, BBIK, CKP, INETREIT, NEX, KISS, SCC, STPI, TSTH, UVAN.Deletion: AOT, BJCHI, MC, PSH, PLUS, SAMART, SAT, SPALI, TIPCO
Read More →The flood news is finished? Hello Ayutthya and Hat Yai are still under water but ok, the newsflow is back to Thailand vs Cambodia…but what if this was already planned weeks ago and was only postponed by the floods…
Read More →Hello Hello Hello Mr. Market, Uncle Pon is back. And what’s changed? Thai politics is still messy, yawnz, earnings are meh, yawnz, DELTA is still the only game in town, yawnz…but what if, what if … But what if, what if… But but but I’ve often thought that the capital that is sloshing around in […]
Read More →Boom what a quick recovery. List the uncertainties that may have held back the Thai Equity market
Read More →And Thailand’s PM Merry go-round continues. Is this the end for the Shinawatras? How many more female family members can Thaksin throw to the wolves? There’s enough analysis out there over the potential scenarios and who could be the next PM and/or the potential for the government being dissolved and new sham elections held. Sham […]
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