Latest thoughts from our resident queen chartist Ploy. She still thinks that the market will continue to rally but that we should keep our eyes at the Brent and THB/USD exchange rate. While most Thais are busy with the flood, it seems that the foreign investors are buying the SET. The volume from these foreign […]
Read More →Commentary: The past week saw the market move upwards sharply in line with global markets with the news that the Europeans will leverage the EFSF to fight their debt crisis. The flood crisis in Thailand is still continuing but given the oversold levels in the Industrials sector it experienced the strongest rebound in the past […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. She was spot on last week with the change in sentiment and still forecasts a recovery until mid-November. I wrote this comment after having arranged piles of sandbags around my house, located only 200 metres away from the Chao Phraya River. We really should have Futures contracts […]
Read More →Commentary: The past week has been terrible for all sectors because of the flood crisis in Thailand continuing with no signs of it abating, more industrial estates are affected, and fears that the water volumes will have to be released via Bangkok in order to reach the Chao Phraya river resulted in a large drop […]
Read More →Roger, the author of this article, is a close friend of mine from our international high school days in Bangkok and he’s now doing his PhD thesis on Myanmar. He has an absolutely brillant if quirky mind on politics and history in general. Now I just quickly want to throw in my thoughts re Myanmar. Myanmar […]
Read More →Given that much of the news over the past four weeks has been either about the Euro Debt Crisis or the Flooding in Thailand not many market commentators nor analysts have spoken much about how the new government’s policies are going to impact the market here. Within the past two weeks the government has ratified […]
Read More →Following on from the earlier post showing that Small Mid Cap’s can outperform the broad market here in Thailand. We want to show that each and every year, except for 2008 during the GFC, there are a multitude of companies in Thailand that increase in market cap value. Image 1: # of SMC’s that move […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. Surely, everyone here is so sick and paranoid with the flood news, but excited with the rapid rise in the SET. You may not like it, but the sunny days in the Thai stock market may not last long. Here, I have the chart of the SET […]
Read More →Following the merger of PTT Chemical (PTTCH) and PTT Aromatics (PTTAR) forming PTT Global Chemical, effective from the start of trading on Friday 21 October 2011, there naturally will be an impact on the SET Large Cap indices and on BIG C Supercenter’s stock price.
Read More →Commentary: Year to date the Technology sector is still the best performer due to the Telco’s remaining buoyant on the back to potential 3G licensing to come through. Industrials are obviously the worst performers because of the flood crisis in Thailand. But we feel that there are good undervalued companies in this sector now because […]
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