Market update 27/03 – 31/03
I do wonder quite often about the ICT sector these days, a dog for 12 months + could valuations be attractive at these levels? YTD it has been one of the best performers.
Read More →Category: Market
Research on Thai Markets in general and the SET Index
Management Trades 27/03 – 31/03
Notable Transactions Buy(s) THB 32.5mn N/A Sell(s)Â THB 81.6 mn N/A
Read More →WHTW: Top 10 – 27/03 – 31/03
A new Excise Tax Act will come into effect this September, the top Excise Department figure said. Somchai Poolsavasdi, director-general of the Excise Department, said the newly drafted Excise Tax Act will come into effect 180 days, or September 16, after the bill was publicised by the Royal Gazette on March 20, according to a […]
Read More →Byron Wein: Winning Is Easy; Governing Is Hard
A wonderful opinion piece/article on Trump, the US government, the issues its facing, the economy. Just wonderful. Here are some snippets and a link to the rest of the paper As I said at the beginning, there are three impediments to the Trump administration making significant economic progress in its first year. The first is […]
Read More →Market Update 20/03 – 26/03
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 →Bill Gross March Letter
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 →WHTW Top 10
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 →Market Update 13/03 – 17/03
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 →WHTW: Top 10
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 →Market Update 06/03 – 10/03
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 […]
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