Sector Update 10.09.12 to 14.09.12
The Fed announces unlimited funds…well then naturally equities go up
Read More →Tag: Thai Stocks
Greetings from Europe
Given that I’ve just arrived in Brussels (centre of the ECB and EU negotiations!) I thought it would be appropriate to list every single risk possible for the markets Spain delaying its turnaround and asking for more bailout funds China slowing down further India slowing down further Civil Unrest in the Middle East spiking oil […]
Read More →Management Trades 10.09.12 to 14.09.12
Notable Transactions Buy(s): SAT – Director accumulates shares in the company, no surprise, SAT is one of the main beneficiaries of the automotive growth trend within Thailand as both domestic consumption and exports have done very well this year Sell(s): MINT: O__o, owner sells 1 bil baht worth of shares… TUF: There has been constant selling over […]
Read More →Charts charts charts!
Our queen chartist Ploy is back with her latest thoughts! Finally, I am back from the dynamic markets of commodities and forex. After twists and turns in the market, finally we have got ECB’s OMT and Fed’s QE3!!! Every markets rally in signs of happiness and relieves. The question is: how far will these rallies […]
Read More →Management Trades 03.09.12 to 07.09.12
Notable Transactions Buy(s): BGH – This has been the story of the year with the President continuing to buy shares PS – Preuksa was the most affected property company last year because of the floods but they have rebounded quite well despite difficulties. Owner buys THB 148 mn TVO – Director of the company accumulates […]
Read More →Sector Update 03.09.12 to 07.09.12
What a start to the month! ECB comes back from its holiday saying happy days are back again and the markets rally strongly! Â Â Â Â Â
Read More →Local investors can soon start to pick stocks overseas
Two interesting things happened to the SET this week, first they launched a new trading engine … SET President Charamporn Jotikasthira, said: “Today marked another key milestone in the development of the Thai capital market, as now that we began operating our new trading engine, SET CONNECT, with full efficiency. Source: SET …and following as a result […]
Read More →Only 4 things to look for globally in the next few months
As I’m finishing to write the August client letter I’ve noted that there really are only 4 key events to look for and depending upon which way the outcome is could in the Short term either very positively affect the markets or very negatively. Will European politicians agree to hold hands and deal with the crises there […]
Read More →Sector Update 27.08.12 to 31.08.12
Market had a strong overall performance last month will only financials being slight hurrt on the back of profit taking. Good to note that the MAI index performed well as the MAI index on general had strong earnings when compared to the SET for the 2Q12. Going forward, not sure what to expect other than […]
Read More →Management Trades 27.08.12 to 31.08.12
Notable Transactions: Buy(s): BLANDÂ – K. Anant buys another 66mil shares in his company. Sell(s): SPCG – A director offloads Thb 55mn worth of shares. Well if you company was trading at 5x pbv and 300x pe then one shouldn’t be too surprised.
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