Published in the Bangkok Post Business Section 11th November 2011 Jay Mart Plc was established on Dec 27, 1988 with registered capital of 2 million baht, initially selling electrical appliances on installment payments. It later entered the wholesale market for TV sets, VCRs and air-conditioners. Today Jay Mart is best known for its retail and […]
Read More →Ploy has decided to grace us with her foresight on Gold as well this week. Personally its not something I understand and have only traded/invested a few times, (note: I do have a personal long position in it now purely because of the Euro situation but it’s giving me nightmares). Here are her thoughts:
Read More →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 on the USD/THB exchange rate and a close eye for the next cycle on the 10th November. As we are approaching mid November, the market seems more difficult to trade. […]
Read More →A little exercise we like to perform is to see how the market has performed historically and to note if there are any trends. Especially given the fact that since the bottom in October when the market was 850, the rally was primarily driven by foreign investors and we wanted to see if there was […]
Read More →Comments: The past week has been all about the Greeks acting democratic and the flood crisis in Thailand continuing. Only two industry sectors are still positive for the year and now we finally understand why ADVANC has remained so strong as INTUCH (formerly SHIN , owned by Temasek and holds 42.5% of ADVANC) will look […]
Read More →Published in the Bangkok Post Business section on 4th November 2011 Founded in 1994 and listed on the Stock Exchange of Thailand in 2001, Siam Future Development Plc (SF) has been the leader in open-air shopping centres for 12 years. It provides a range of specialised real estate services such as acquisition, development, management and […]
Read More →Ake, a former colleague of mine from TSCAP days, has started a great informative site charting the economic developments of Thailand, www.factforthought.com, and has graciously allowed me to use some of his slides for presentations and for on here as well. Due to the flood crisis in Thailand, downgrades for Thai 2011 GDP are to […]
Read More →Wow, its only been a month of me rambling here but 1,000+ hits already. My thank you list is getting longer and longer (howard, michael, ploy, roger, shawnz, and now ake). But thanks again everyone.
Read More →Given what just happened in Greece, I just had to repost this. So what have we learned in the past 2,066 years ? “The budget should be balanced, the Treasury should be refilled, public debt should be reduced, the arrogance of officialdom should be tempered and controlled, and the assistance to foreign lands should be curtailed lest Rome […]
Read More →My my how things quickly change again….., after just supposedly being saved by the EU with the leveraging of the EFSF, Greek Prime Minister George A. Papandreou got all hot and bothered by the Greek public outrage towards the austerity measures, he decides to allow them to make a vote upon whether or not to accept […]
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