The clever folks at Thanachart put out a summary of the 4Q11 and 2011 results. 2011 was really the year of telco’s in Thailand with DTAC and ADVANC performing very strongly. No surprise that the electronics and insurance co’s had a horrid 2011 b/c of the floods in late 4Q11. Now just steer your eyes further down […]
Read More →I had begun creating this index since my role as an analyst at an investment management boutique firm here in Thailand, back in 2006, demonstrating how small & mid caps (SMCs) absolutely destroy large caps over time. What we wanted to prove was that year in year out, SMC’s would constantly outperform (albeit they didn’t […]
Read More →Following on from the earlier post showing that Small Mid Cap’s can outperform the broad market here in Thailand. We want to show that each and every year, except for 2008 during the GFC, there are a multitude of companies in Thailand that increase in market cap value. Image 1: # of SMC’s that move […]
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