Day: January 31, 2014
Byron Wein: Preparing for a volatile year
Byron Wein’s latest commentary is out and he’s advised to be prepared for a volatile here, here he reviews his 2013 surprises, his thoughts on emerging markets, the US economy, Japan’s “third arrow”, interest rates and so forth. See below for a snippet and a direct link to the article. In the second Surprise I thought […]
Read More →Insight: How Thaksin’s meddling sparked a new Thai crisis for PM sister
This is good thorough article on the cock-up that is the Amnesty Bill that the government pushed through and what repercussions that it has had upon the Pheu Thai party and the political situation it has led to today, in the end, as we’ve written before here, it comes down to the simple fact that… […]
Read More →What happened this week 27/01 – 31/01
Thailand Ministry starts loan auctions, Legitimacy of decision in doubt – The Public Debt Management Office (PDMO) will kick-start the bridging-loan auction today in hopes of mobilizing funds to repay rice farmers by the end of this month. (Bangkok Post, 29/01/14) FTI: Manufacturing contribution to GDP to drop by 1% in 1Q14 — The Thai […]
Read More →Stocks in the news (BSM, CENTEL, GLOW, PTT, RATCH, SCC) 31.01.14
BSM BSM is preparing to launch two new products during March-April supporting 2014 revenue of Bt700mn, +30% YoY. It said revenue in 2013 beat its target of Bt500mn. It will focus on the healthcare market. (Khao Hoon, 31/1/14) Comment: New products will not have much influence on its performance if the demand in the construction […]
Read More →Stocks in the news (AGE, CPALL, DEMCO, JMART, KBANK, LPN, PF, THAI) 30.01.14
AGE Subsidiary investing in two power plants —AGE is having subsidiary AGE Power Holdinginvest in two power plants. The first is in Sukhothai with 3 MW. The other is in Phichit with9.9MW. It expects coal sales grow to 4 million tons. (Khao Hoon, 30/1/14) Comment: Now the forecast has increased to 4mil tonnes from 3mil […]
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