Research on Thai Markets in general and the SET Index
ITD, CK, STEC, UNIQ, TRC and PLE sent documents for Hua-Hin and Prachuab dual-track projects worth Bt7.3bn. The e-auction will be held on 27 July 2017. (Khao Sod, 7/7/2017) Progress on Thai high-speed trains today. Rayong high-speed lines to connect Don Mueang, Suvarnabhumi, and Utapao airports worth Bt200bn. The auction will be held on November […]
Read More →What’s interesting? The insurance sector continues its struggles over the past few years, Agri is getting weaker, automotives are still on a decent run. Anything new this week? Financials with TISCO leading earnings announcement.
Read More →Notable Transactions Buy(s) THB 40.8 mn n/a Sell(s) THB 71.1 mn ITD – And the owner continues selling
Read More →MPC lifts economic growth, export outlook. The Bank of Thailand’s Monetary Policy Committee (MPC) yesterday raised its 2017 economic growth forecast slightly to 3.5% from 3.4% earlier predicted after revising up export growth to 5%, but kept the policy rate unchanged at 1.5%. (Bangkok Post, 6/7/2017) Improved exports, budget disbursement to spur growth. Krisda Chinavicharana, […]
Read More →I’ve been enjoying Dr. Thitinan’s op-ed’s in the Bangkok Post and his latest one provides a succinct summary of what happened in the past and how politics in Thailand today should evolve in order for the country to continue developing. Here’s some snippets and a link to the rest of the op-ed In the pre-crisis […]
Read More →This are NOT exciting times for Thailand. Media & publishing has been doing quite well mainly because RS has made a strong move, why? Not because of digital ad rates but instead due to their shifting into cosmetic and beverages.
Read More →Thai Authorities Near Airline Certification Target. Thailand is moving closer towards its goal of recertifying its major international carriers, which is a key step in resolving ICAO concerns regarding the country’s aviation oversight. Thai authorities have previously said they intend to reissue a total of nine AOCs in the first half of the year, which […]
Read More →These are quiet quiet times in the market. The only exciting thing this week is brokers talking about quarter end “window-dressing”
Read More →OK given to unlock Sor Por Kor land. As expected, the cabinet yesterday said the powerful Section 44 of the interim charter should be invoked to unlock the use of Sor Por Kor agricultural land for three areas of business: petroleum, renewable energy and mining. But the focus of Section 44 will mainly apply to […]
Read More →Worst performers so far have been Healthcare and personal products. High valuations do tend to have that impact… then again the healthcare issue seems to be 1) no new diseases that have made people rush to the hospitals 2) drop in ME patients 3) SSO impact. A little hurray must be said for the automotive […]
Read More →