Another great writeup by my friend Roger Lee Huang who’s doing his thesis on Myanmar. Major changes are currently taking place in Myanmar. In little over a year, the nominally civilian government under President Thein Sein has introduced a series of liberal reforms leading to rapprochement with the West. The re-engagement with the broader international […]
Read More →Latest thoughts from Ploy, she warned us of the current market pullback last week, lets see what she has to say going forward. I feel like an egg I hunted during Easter has hatched and turned into a T-rex. 🙁 The SET is showing a negative signal at this key resistance. Combining with some other […]
Read More →The market continued into its slight downward trend b/c of issues surrounding China’s slowing growth, Europe debt crisis coming back into headlines with the recent Spanish bond issue and the US’s. More than anything else we think valuations are high, mid-teens, and foreign fund flow has been extremely strong into Thailand in the past two […]
Read More →Notable transactions: Buys: BANPU – Directors continue to buy shares in their company despite all the hullabaloo around Indonesia BGH – The President continues to buy more shares! NMG – Big lot transactions (both buy/sell) in Nation Multimedia Group representing close to 5% of total shares outstanding. Perhaps new shareholders looking at a way for the […]
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