Market decided to rally strongly last week on the expectations of a positive Greece election outcome, going forward we expect to hear the following in the headlines: “Potential government forming in Greece”, “QE3 in the US”, and “Additional bailout funds for the Eurozone”
Read More →Notable Transactions: Buys: NMG – Several of the directors purchase stakes in the company SIRI – We’ve stated here many times already, he’s looking for his stock price to go up up b/c of cost slashing (hint hint: less siphoning) Sells: AQUA – I have no idea what this company does, can’t find out but […]
Read More →This could either be something fantastic if executed correctly or a playing ground for punters… A stock trading board for smaller companies and startups is currently being considered, says Vorapol Sokatiyanurak, secretary-general of the Securities and Exchange Commission (SEC). High-yield bonds are also being researched as another possible funding option for small and medium-sized enterprises […]
Read More →Needless to say its been a very interesting couple of weeks with Thai politics with yellow shirts, red shirts, taiwanese style parliamentary sessions with members slapping one another. Today the government is structured as so… Just as a quick review see below for a brief timeline of recent events… The key points that the PT […]
Read More →“Europe is an allegory for the ages of man. You are born Italian, relentlessly infantile and mother-obsessed. In childhood, you are English: chronically shy, tongue-tied clicky and only happy kicking balls or pulling the legs off things. Teenagers are French: pretentiously philosophical, embarrassingly vain, ridiculously romantic yet simultaneously insecure. During Middle-Age, we become either Irish […]
Read More →Last week was relatively quiet in terms of management trades. The only company worth noting (other than BLAND yet again appearing here!) is KCE, management expects that they will recover from the floods last year, expand capacity this year by 20%, and improve its forex hedging strategies.
Read More →Last week the market had a slight gain as optimism over a potential Spanish bank bailout was rumoured in the markets (later proven to be true over the weekend). Interesting to see how the sectors have performed YTD, the service and agri sectors are still rocking and rolling whilst the resources and industrials continue to […]
Read More →Given this is something we do internally weekly I thought it would be good to share our basic thoughts on what were the key events happening within the past week. Its a simple point by point thought on the positive and negative events that we notice both locally and internationally. Positives: After falling every single […]
Read More →Soros gave a speech at the Festival of Economics, Trento Italy, there he covered his thoughts on the Euro Crisis today, its a fascinating read enjoy! But the likelihood is that the euro will survive because a breakup would be devastating not only for the periphery but also for Germany. It would leave Germany with large […]
Read More →Areeya Property Plc began as a house construction business before expanding into property development in 2002 by acquiring land and building houses under the Areeya name. It became a public company in 2003 and listed on the Stock Exchange of Thailand the following year, trading under the symbol ‘A’. Chairman and chief executive Wisit Laohapoonrungsee […]
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