The market recovered nicely last week on the back of Euro news and central banks loosening their wallets and despite negative PMI numbers from Europe and China. But going forward expect the usual confusion within the market between additional liquidity from central banks vs continuing -ve econ news. Over the next 5 weeks all 2Q12 […]
Read More →Last week was quite quiet in terms of management trade activities, have a look below for only 2 notable transactions Buy(s): IHL – A director buys Bt. 64 mn worth of shares in her co. Interhide is linked closely to the automotive industry here in Thailand supplying hides to several of the auto manufacturers. Sell(s): […]
Read More →Came across this website, http://www.thewealthreport.net over the weekend it has an interesting analysis of the wealth changes globally with some pretty infographics and a rather indepth look at all things investment and wealth management related in its latest report for 2012. Source: The Wealth Report
Read More →Pico (Thailand) Plc (PICO) is a member of the worldwide network of Pico Far East Holding Limited, a world leader in the trade show and exhibition industry with 35 branches in 23 countries. CEO Silchai Kiatpapan discusses the company’s strategy and outlook. What is Pico’s business model? Starting 30 years ago, our group’s assets and […]
Read More →Two days ago the Ministry of Commerce announced the inflation figures for June 2012, +2.56% YoY up from 2.53% in May. Anything interesting? House and furnishing prices increased 0.28% MoM (function of an increase in construction materials, rental fees, water and electricity chargers) Food and beverage prices remained flat Going forward? We’ve mentioned continuously that […]
Read More →We should consider ourselves lucky in a way given that every major country in the world is experiencing a contraction in manufacturing activity whilst Thailand is recovering from the floods last year thus manufacturing activity here can only improve further on a YoY basis. The JPMorgan Global Manufacturing Purchasing Managers’ Index, a broad measure of manufacturing […]
Read More →Fairly interesting that both the SET and SEC have been in the news often the past few weeks with ideas on how to expand the SET Index further and bring in more investor flows to the local equity market. I do hope they will actually do something versus just saying they are thinking about expanding businesses. […]
Read More →Funny little article on Bberg over the weekend on Thai politics. The writer, William Pesek, puts forth an idea to allow Thaksin to come back and prove himself. Thaksin has been extraordinarily successful at three things since fleeing to avoid prison: playing the victim, drumming up support overseas and distracting Thailand’s leaders from moving on. […]
Read More →Notable Transactions: Buys: Banpu – The company’s shares have fallen from its lofty perch of Bt. 792/share peak last night to Bt. 440/share today, looks like the President believes his shares have been unfairly punished Sells: TUF – A director sold off THB 37 mn worth of shares KBS & TSTE – Two sugar company owners […]
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