My thoughts with the low interest rate environment today include; What is the hurdle rate now? I.e. if debt gives you 1%, and equities are considered 2x riskier, is a 2% return going to be the norm for equities? Apparently 1/3 of the global debt is now yielding negative rates. So what happens when companies […]
Read More →BEM: kick-off trial run of Blue line extension, 14km 5 stations from Jul 29 till Sept 28, 13km elevated stretch from Tha Phra to Bang Sue North Bkk on track to cod next yr. DIF: issue new units to raise Bt15.8b via offering 9.4:1 at Bt15.9 apiece, XB (excluding other benefit) upcoming Fri (Aug 2), […]
Read More →We’re still in the midst of 2Q earnings being released and so the activity is rather choppy with the usual rumour mills around names, until the inevitable 1) Sell on fact or 2) Things aren’t that crap after all; reactions. Globally, well the impacts of the trade war are going to look incredibly obvious in […]
Read More →Notable Transactions Buy(s) – 31 mn N/a Sell(s) – 7 mn N/a
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