ADVANC AIS vows to ‘fight to the end’ to maintain pole position – Advanced Info Service (ADVANC) is pinning its hope on this year’s scheduled spectrum auction of four licenses to provide fourth generation mobile broadband service under a do-or-die strategy to maintain its leadership in the hyper-competitive market over the past two decades. (Bangkok […]
Read More →The only thing on people’s minds are now how the Election Commission will progress during this time and how the court cases against Yingluck will unfold, we all know 1Q14 earnings will be awful for domestic related companies and most likely the same for 2Q14 as well.Â
Read More →Notable Transactions Buy(s) THB 34 mn P-FCB – Members of the board have bought back over THB 20 mn – at least they have only done this after the company announced a share buyback program for 10% of outstanding shares Sell(s) THB 109 mn SALEE – The chairman sells off THB 87mn worth of shares
Read More →Jeremy Grantham’s latest quarterly letter is out and this time he’s going through the statistical possibilities of how much further equity markets have to run, as always its a must-read. Enjoy! The bull market may come to an end any time, indeed as I write it may already have happened. It could be derailed by […]
Read More →So the facts: Excl. banks down -7% (ex PICNI its -23%) Brokers are suffering – no surprise 1H13 was a rockstar period Telco’s and electronic exporters look ok still Insurance co’s are minting $, will the rest of the sector follow SCSMG? Domestic consumption look so-so, HMPROÂ is ok, but BIGC is urgh
Read More →If you want to have an incredibly good laugh, watch this done by VICE on Thailand.
Read More →Thailand More stringent on tax collecting – Somchai Poolsavasdi, the Director General of Thai Customs Department, reveals that he set up a team to monitor tax collection in the rest of FY2014 after tax collection in the first 6 months in FY2014 missed target of 10%. He has ordered the team to increase collection efficiency […]
Read More →DTAC DTAC revenue rises on smartphone binge – Total Access Communication, the operator of DTAC, reported a slight increase in its first-quarter revenue, defying the country’s sluggish economy and increased market competition. Service revenue excluding interconnection charges rose by 0.3% in the first quarter of this year, fuelled mainly by the 48.4% increase of mobile […]
Read More →So the political parties have come together and agreed with the Election Commission to finally re-hold elections on the 20th July! The Election Commission (EC) and the caretaker government on Tuesday settled on a new election date of July 20 after caretaker Prime Minister Yingluck Shinawatra and her team promised to follow conditions. Mind you […]
Read More →As the political merrygoround (with Abhisit now coming out and stating that there have to be reforms to ensure that losers in an election can still block a winning party) continues there are several potential key dates that are coming up, let’s go through them all. Friday 2 May – The Thawil case – Yingluck […]
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