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 →