Notable Transactions: BTS – The owner just bought THB 2.56 bn worth of shares BGH – The president continues to accumulate with another THB 20 mn worth of shares SYMC – Quite interesting to see a director of the board sell THB 20.5mn worth of shares. This company has secure cashflows for the next 10 […]
Read More →Jeremy Grantham, GMO’s Chief investment strategist, recently released his 4Q 2011 newsletter and its quite the read at 14 pages. He covers his thoughts on investing in general, capitalism today and investment observations for 2012 Some brief points to take away from it: Overpricing exists in debt markets such as the US and UK Stocks […]
Read More →The article covers all the points that we’ve been writing here, that despite all the rubbish this country has gone through, it still recovers strongly each time. Enjoy reading. In a Bloomberg Markets ranking, Thailand is second only to China among the world’s best emerging markets for investors. The ranking looks at a series of measures such as market […]
Read More →Latest thoughts from our resident chartist Ploy. The US dollar index almost gave us a heart attack when it breached above the barrier at 79.54 last week. However, it couldn’t breach above another key barrier at 80.50: it turned around and head downward, with support at 78.50-78.30. If it falls below 78.30, it may head […]
Read More →So the flooding back in Thailand had a far worse impact on GDP versus what all analysts and economy agencies expected. The National Economics and Social Development Board (NESDB) reported the Thai 4Q11 GDP slumped -9.0% yoy, to the lowest in the past 53 quarters and much below the market estimate of -5.0% yoy. Compared […]
Read More →Two articles from the Asia Times Online recently came across my desk in the past week and if you’re interested in Thailand, investments here or just love reading about political war room stories then these articles would definitely be of interest. We have several thoughts about this…but for obvious reasons, would prefer not to comment […]
Read More →The first two months of the year are all about the recovery of businesses affected from the flooding, specifically the Industrial’s sector. Both Amata and Hemraj have benefited tremendously from the flood crisis as their industrial estates were not affected at all, also Ticon has begun to recover as the impact on their rental factory […]
Read More →Notable transactions: BGH president bought another THB 83 million worth of shares BLAND owner continues accumulating shares SIRI executives continue to offload their shares!
Read More →Prinsiri Plc was incorporated on Feb 23, 2000, with initial registered capital of 5 million baht to operate real estate development business in the categories of housing estates and condominiums. In 2001 and 2004, the Company won Awards of Merit from the Pacific Coast Builders Conference (PCBC) held in the US. The company also received […]
Read More →I had begun creating this index since my role as an analyst at an investment management boutique firm here in Thailand, back in 2006, demonstrating how small & mid caps (SMCs) absolutely destroy large caps over time. What we wanted to prove was that year in year out, SMC’s would constantly outperform (albeit they didn’t […]
Read More →