Great op-ed last week by Voranai Vanijaka in the Bangkok Post talking about the fading power that is known as the yellow shirts or PAD. Close friends know the vitriol I’ll use when talking about this group given how they impacted my family, friends and myself. When the Criminal Court on Feb 28 this year sentenced […]
Read More →Off to Myanmar for the weekend, hopefully will learn something new and that’s not reported in the media. Posts will be sparse!
Read More →Minor International Plc (MINT), founded in 1978, is one of the largest hospitality and leisure companies in the Asia-Pacific region. With more than 70 hotels and resorts, 1,200 restaurants and 200 retail trading outlets, MINT meets the growing needs of consumers in Thailand and in 21 markets from Africa to Australia. William E. Heinecke, chairman […]
Read More →I’m actually a member of this fitness chain, why? Because it’s incredibly cheap and I know value where I see it!! But my membership cost me THB 10k up front and after 3 years an annual payment of THB 3,000 (this was negotiated back in 2009) we knew that this company wouldn’t be able to […]
Read More →Market had continued to struggle to break above 1,200 last week but was kept afloat by massive bank results with KBANK posting +50% YoY and SCB +29% YoY improvement in earnings.
Read More →Notable Transactions: Buys: BGH again, from my understanding after talking with various market participants, K. Prasert wants to accumulate shares to ensure that he can still maintain shareholder control over the future of BGH Sells: TUF – the Chairman decides to a substantial amount of shares in the market PPC – Quite odd for directors […]
Read More →Ploy back with her latest thoughts, she pointed out something interesting that there has been little movement in the USD Index, oil prices, gold etc.. After last week’s rally, we thought everything was back on track. But, as it turned out yesterday, it is too early to celebrate the comeback of bullish market. Beside the […]
Read More →Its not often we get to read about Thailand in a non-negative way on Bloomberg. The Thai Government Pension Fund has decided to begin investing in assets in both the US and Europe. Just further evidence that Thailand no longer only looks inward. “The stagnate economic environment in the U.S. and Europe offers a great opportunity for […]
Read More →BCA had a recent comment on Thailand with the key points being: 1. No rationale for monetary easing in Thailand given inflationary pressures 2. Growth set to recover post-floods and substantial fiscal stimulus will ensure growth remains strong 3. Thai equity market is a Micro play not Macro and they recommend to underweight the market […]
Read More →Source: Dilbert
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