Category: Market

Research on Thai Markets in general and the SET Index

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WHTW Top 10: 30/10 – 03/11

BoT: 4% Q3 growth rests on export bump. Economic growth in the third quarter could expand by 4% year-on-year propelled by robust export growth, with year-end festivities expected to shore up further growth prospects in the remaining months, says the Bank of Thailand.  End. (Bangkok Post, 1/11/1 7) Purple, Orange lines bidding expected in Q1. THE […]

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Market Update 16/10 – 27/10

With oil prices and other commodity prices coming up, its helped to keep the market buoyed. 3 q earnings are nearly all out, another 10 days left, nothing looks to pretty, but the YoY’s may look better for certain names esp consumer related spending.

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Random Thoughts: Exports, China, Sahapat, LTF, Holidays etc…

Exports are rocking So despite all the news that the THB is strengthening too quickly exports are continuing to climb for Thailand and the trade surplus continues to enlargen further. Though some clever analysts are pointing out that half of the increase is price inflation.   She said exports to the traditional key markets of […]

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WHTW Top 10: 16/10 – 20/10

Adding money to the low-income card rejected. The government nixed the suggestion to add more money to top up the old one to Bt700-800 per month since it is afraid of being deemed as an association for big players in the commerce industry. (Thairath, 18/10/17) Industry sector confidence increasing to reach 6-month high. F.T.I reports […]

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WHTW Top 10: 09/10 – 12/10

Bangkok–Korat high-speed train construction kick-off won’t be delayed. The Minister of Transportation said the Phase 1 Bt179mn, 3.5km, portion of the train project (Klangdong – PangA-Sok stations) is expected to start construction within November. (IQ Biz, 10/10/17) Year-end Economic stimulus being discussed. Thai PM Prayuth said that the government is talking with the private sector […]

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WHTW Top 10 02/10 – 06/10

MPI continues to rise as exports shine. The manufacturing production index (MPI) continues to rise, gaining 3.7% year-on-year in August to 112.94, indicating that the economy is still recovering, says the Office of Industrial Economics (OIE). The year-on-year rise in July was 3.7%. The increase in August brought the MPI index for the first eight […]

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Wien: Low Volatility is here to stay

And he’s back with the latest monthly commentary, two paragraphs I found interesting, 1) the viewpoint on the hurricanes harvey and irma – just a side note: even though there will be gdp growth as a result of re-building, actual productivity doesn’t go anywhere if everything replaced is like-for-like, that’s the amusing thing with gdp […]

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