Research on Thai Markets in general and the SET Index
It’s rather interesting to see that the dogs of the last 12 months are beginning to turn into the darlings, dare I say there could a rally in the telco sector, followed by the finanials/securities performing well?
Read More →Gross is still stating the negatives of the levels of credit in the US and China. Here are my favourite snippets and the link to the rest of the letter My lesson continued but the crux of it was that in 2017, the global economy has created more credit relative to GDP than that at […]
Read More →Superboard orders SRT to cancel TOR proposals for 5 dual-track lines since the board has a better version than the SRT’s. Discussion will be held again on March 22. (IQ Biz, 21/3/17) Cabinet backs credit boost for SMEs in Bt15 bn package. THE CABINET yesterday gave the nod to the Small and Medium Enterprise Development […]
Read More →Erm, there’s been nothing exciting. Except maybe Brazilian poultry and meat issues that have now given any shareholders in cpf, gfpt, and tfg reason to exit.
Read More →Public to get first crack at TFF’s IPO. The State Enterprise Policy Office (Sepo) will apply a small-lot first basis for the imminent initial public offering (IPO) of the Thailand Future Fund (TFF) to enable more retail investors to invest in the infrastructure fund. (Bangkok Post, 13/3/17) State keen to fast-track EEC PPP projects. The […]
Read More →The finance sector has been hit hard by the decline in GL which led to subsequent declines in MTLS and SAWAD as well. But the story now is around oil again, we chart out the demand/supply internally and regardless of what the news continues to say we have been seeing supply continually increasing in the […]
Read More →Five important project auctions in EEC within 8 months. These will use PPP fast-track under Art.44, said Kanit Sangsuphan, head of the Finance Ministry’s working group to enhance private investment. (Thai Rath, 6/3/17) Top private sector group predicts 3.5-4% GDP growth. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) has kept its key […]
Read More →After a rip roaring start to the market, the market has been experiencing a pullback of sorts. Odd to see that the agri names are continuing their run, we thought that the story has already been priced in. No surprise in seeing automotives recovering (it was a dead sector since ’13). Healthcare continues to be […]
Read More →Well its that time of the year where the oracle of Omaha comes out with his annual letter, so here’s the link to it Berkshire Hathaway Annual Letter 2016 Anything interesting in it? I’m still going through it but already on page 4 there are these nuggets of gold Some years, the gains in underlying […]
Read More →Earnings season is coming to an end and its been the usual hectic period. All in all I would say it’s been a relatively disappointing period albeit a lot of analysts are saying its due to the silent period that occurred post the event in October last year.
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