Over the past 6 weeks the countryside of Thailand has been heavily flooded with several people dying, being relocated, houses being demolished. I hate to write about this but unfortunately the flooding is good for certain companies in Thailand as infrastructure and housing will have to rebuilt.
Read More →Finally! A property broker that admits Bangkok’s high-end property market is struggling. When you look around Bangkok today there are several new condominiums costing THB 100,000 – THB 150,000+ per sqm, that have all been fully sold out, but a quick glance inside the buildings and you’ll find that the majority of units have very […]
Read More →Tracking foreign investors in Thailand is a necessity as they do have a substantial impact on the SET. We do this daily/monthly/quarterly by monitoring the change in NVDR holdings in Thai equities. fyi: NVDR holdings, Non-Voting Depository Rights, are a vehicle in Thailand for non-thai investors to buy shares in Thai Equities. It is tracked […]
Read More →Diamond Building Products Plc (DRT), formerly known as Diamond Roofing Tiles, has proved consistently successful and profitable during its 20 years of operation. The company attributes its success to a steady commitment to producing quality products that accurately reflect the needs of Thai and overseas consumers, together with strong management and human resources. Satid Sudbuntad, […]
Read More →Rallies all around! Ze Germans have agreed to something with the rest of Europe! http://bloom.bg/nf6w3R German lawmakers approved an expansion of the euro-area rescue fund’s firepower, freeing the way for European officials to focus on what next steps may be needed to stem the debt crisis.
Read More →Something odd happened on Monday, 26th September @ 2.35pm, 5 minutes after the market reopened, the SET was trading down ~-9.5% for the day, with the circuit break (where if the market is -10% the Stock Exchange of Thailand will halt trading for 30 minutes) just a few sell orders away the market stopped trading….
Read More →A lot of friends and colleagues have been asking us over the weekend “What do we do now?” My answer to most of them, much to their chagrin is “Well its a bit late for asking.”
Read More →The Inmates are taking over the Aslyum! SCB doubles the size of its investment banking team! Ok maybe that is an unfair comment as Siam Commercial Bank is a fantastically well-run bank since Dr. Vichit Suraphongchai came on board to advise the bank and eventually become its CEO in 2007 and today is the most profitable […]
Read More →August Monthly Letter August has been an extremely volatile month with the downgrade of the US debt by the S&P, which leaves us begging the question what is now the risk free rate to be used by investment bankers/firms around the world…
Read More →Published on the Bangkok Post on 2nd September 2011 Krungthai Car Rent & Lease Plc (KCAR) for two decades has provided vehicles for rent to consumers and organisations such as public agencies, state enterprises and private companies. It currently has a fleet of more than 3,000 rental vehicles and its own network of service centres […]
Read More →