Management Trades 03/07 – 07/07
Notable Transactions Buy(s) THB 40.8 mn n/a Sell(s) THB 71.1 mn ITD – And the owner continues selling
Read More →Category: Market
Research on Thai Markets in general and the SET Index
WHTW Top 10: 03/07 – 07/07
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 →Thailand’s challenges, lessons from ’97 crisis
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 →Market Update 26/06 – 30/06
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 →WHTW Top 10: 26/06 – 30/06
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 →Market Update 19/06 – 23/06
These are quiet quiet times in the market. The only exciting thing this week is brokers talking about quarter end “window-dressing”
Read More →WHTW Top 10: 19/06 – 23/06
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 →Market Update 12/06 – 16/06
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 →Changes to the SET indices
For SET50 – Market capitalisation is Bt10 trillion or 65% of the SET’s total market cap as at end-May 2017 Additions: BJC, BPP, EA, MTLS, RATCH, SCCC, TISCO Deletions: BA, BCP, CENTEL, CK, PTG, THAI, WHA Reserve list: BCP, CENTEL, CK, SAWAD, WHA For SET100 – Market capitalisation is Bt12 trillion or 75% of the […]
Read More →WHTW Top 12/06 -16/06
Thai economy not going to grow rapidly. ASEAN +3 Macroeconomic Research Office (AMRO) said the Thai economy is not going to grow rapidly since private investment has not recovered. Household debt and SME NPLs continue to rise, pressuring GDP growth down. (Thai Post, 13/6/17) Package to promote SEZ to be proposed to cabinet on June […]
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