Just out now, the Criminal Court rejects the DSI’s request for arrest warrants for 16 core members of the protestors for alleged violations of the emergency decree. So wait, if I and a bunch of friends decide to take over a few key intersections then I haven’t done anything wrong? I won’t be arrested for […]
Read More →Out of curiouristy we did a quick backcheck of the past sectors that have driven the SET for the last 7 years. Upon seeing the results we do ask ourselves, why bother stock picking? We have to choose out of 550 companies a portfolio of 10 strong ideas, why not just pick a few strong […]
Read More →BMCL BMCL gains from political protest which has raised average passengers to 360,000 a day, +30%. The MD expects a good performance in 1Q14. The Mass Rapid Transit Authority of Thailand is preparing to sell bidding envelops for the Blue Line next month. (Khao Hoon, 28/1/14) Comment: At least there are some beneficiaries to the […]
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