Third quarter earnings season has officially come to an end: Now there’s a lot to talk about, but being the my usual sarcastic self here’s what I’ve found most amusing thus far: CPF’s earnings – Core profit was a decent THB 1.3 bn in 3Q15, with total net profit at about THB 3.6 bn, a […]
Read More →Cliff Asness (of AQR one of the world’s first quant hedge funds) has put together a rather compelling argument on market timing (active investment) vs the well marketing passive investment approach. Personally I far prefer the active approach but only b/c I have the time and a team behind me to ensure we have the […]
Read More →We’ve been following Thailand’s mobile saga with great amusement the past few days watching the # of bidding rounds continuing to increase and the value of each bid getting higher and higher. So after a 30 hr bidding marathon the results came out as follows: It was concluded at the 86th round! True won the […]
Read More →MSCI’s latest review of indices was announced during the week and here are the key details: Effective date: December 1, 2015 MSCI Thailand Index – None MSCI GLOBAL SMALL CAP INDEXES – Thailand (+5 / -8) Additions: GPSC, IMPACT, PLAT, TIPCO, VNG Deletions: DSGT, LOXLEY, MBK, MONO, NOK, PCSGH, PTL, SIM
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