How quickly the picture changes, just last month everyone was on full-on buying mode while we were sitting here twiddling our thumbs and waiting for a chance to re-enter into the market. Going forward expect the same news Euro crisis, US slowing down, China slowing down w/ the premier saying that they’ll will hit their […]
Read More →The SET Index is down some -7% this month with several stocks falling much further and yet last month all I could see filling up my mailbox was buy buy buy, hold….look I’m not against sell-side research at all, I use it to see data points and if there is anything interesting about a company […]
Read More →1Q12 GDP just released this AM, growing + 0.3% YoY vs consensus -0.5% YoY, and up +11% QoQ. Just briefly consensus estimates for the year are as follows: GDP Growth: 5.5-6.5 % Inflation: 3.5%-4.0% My thoughts? Nice quick recovery from the disastrous 4Q11 where Thailand was economically devastated by the floods. We’ll go through the […]
Read More →Lots of buying in the past week! Notable transactions: Buy: BLAND – K. Anant is having a good time yet again with his stock price, watch him keep buying and then sell about 0.70 again. ERW – A company I think is stupid cheaply on an NAV basis (Bt. 5.5/share is our estimate) but until […]
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