Research on Thai Markets in general and the SET Index
Given that its a relatively short commentary from Bill Gross I’ve decided to post it all here. The content is a continuation of his thinking for the past few years that assets are overpriced and at one point it will change. 1. Prior market tops (1987, 2000, 2007, etc.) allowed asset managers to partially […]
Read More →Deputy prime minister, Somkid hastens banks to help grassroot SMEs to access to capital with loan budget of Bt200bn. The Ministry of Industry is going to propose 10 measures to support and bring recovery to more than 1mn SMEs to the cabinet. It plans to have both government and private banks join in distributing the […]
Read More →The market seems to be struggling to maintain its recently high levels.
Read More →Thai rice exports grew +21.01% YTD (10.42mn tons), likely to hit a new high at 11mn tons in response to a rise in global demand. (Thai Post, 28/11/17) FPO official: GDP rise of 4% in reach. All eyes on exports in final months of year. Thailand’s economic growth is likely to come close to 4% […]
Read More →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 →